Analyst – New Accounts @ Upgrade

INACTIVE

Full-Time

Analyst – New Accounts

Posted on 4/30/2024

Upgrade

1,001-5,000 employees

Provides personal loans and cashback credit cards

Data & Analytics

Financial Services

Junior

Atlanta, GA, USA

Required Skills

SQL

Tableau

Data Analysis

Excel/Numbers/Sheets

Requirements

6+ months of experience in a quantitative, analysis, or reporting role within the Financial Services industry
Strong analytical and problem-solving skills
Minimum of 1 year of experience representing data in an easily digestible format
Minimum 1+ years of relevant work experience within data analytics-related fields
SQL and/or Tableau experience
Highly proficient in MS Excel and/or Google Sheets
Financial services experience

Responsibilities

Assist with the identification, development, and reporting of risk metrics on a recurring basis via various escalation channels
Enhance data and analysis work by providing actionable insight to your manager
Work collaboratively, cross-functionally, and independently to interface with stakeholders and other analysts or engineers to meet business requirements
Effectively communicate (written and verbal) technical subject matters to non-technical business stakeholders
Learn and grow in operations with a focus on back-end databases and reporting of relevant business information

Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $25 billion in affordable and responsible credit to our 2.7M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.

We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We’ve also received recognition for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1600 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people’s lives.

About the Role:

As an Analyst in New Accounts, you will be critical in exploring issues and then providing critical insights to improve decision-making. You will also work with business teams to be able to strategically communicate root causes. To be successful in this role, you must be a self-starter, entrepreneurial by nature, and enjoy a fast-paced challenging environment. This is an onsite position based in our Atlanta office.

What You’ll Do:

Assist with the identification, development, and reporting of risk metrics on a recurring basis via various escalation channels
Enhance data and analysis work by providing actionable insight to your manager
Work collaboratively, cross-functionally, and independently to interface with stakeholders and other analysts or engineers to meet business requirements
Effectively communicate (written and verbal) technical subject matters to non-technical business stakeholders
Learn and grow in operations with a focus on back-end databases and reporting of relevant business information

What We Look For:

6+ months of experience in a quantitative, analysis, or reporting role within the Financial Services industry
Strong analytical and problem-solving skills
Minimum of 1 year of experience representing data in an easily digestible format
Minimum 1+ years of relevant work experience within data analytics-related fields
SQL and/or Tableau experience
Highly proficient in MS Excel and/or Google Sheets
Financial services experience

Nice to Have:

BA/BS degree in a quantitative field (Mathematics, Statistics, Engineering, Economics)
6+ months knowledge of SQL

What We Offer You:

Competitive salary and flexible PTO
100% paid coverage of medical, dental, and vision insurance
Opportunities for professional growth and development
Paid parental leave
Health & wellness initiatives

#LI-Onsite

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Upgrade

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Website

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Upgrade, Inc. provides personal financial services such as loans, credit cards, and a rewards checking account, ensuring accessibility and efficiency in personal finance management. Praised for its rapid growth, the company was named the fastest growing credit card in America by the Nilson Report for two years running. This recognition underscores the company's commitment to technological advancement and customer satisfaction, making it a great place for those who value innovation and industry leadership in the fintech sector.

Company Stage

Series E

Total Funding

$357.2M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights

Headcount

6 month growth

↑ 22%

1 year growth

↑ 41%

2 year growth

↑ 97%

INACTIVE