Full-Time

Data Analyst

Posted on 10/23/2024

Upgrade

Upgrade

1,001-5,000 employees

Provides loans, credit cards, and rewards

Fintech
Financial Services

Entry, Junior

Phoenix, AZ, USA

Hybrid position.

Category
Data Analysis
Data & Analytics
Required Skills
SQL
Tableau
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in data analytics, mathematics, statistics, computer science or related field or equivalent experience
  • 1+ years proven experience in data analysis and visualization
  • Working knowledge of SQL and data query/mining techniques
  • Working knowledge of data modeling, database management and data warehousing
  • Proficiency with Tableau or related data visualization tools (PowerBI, Qlik, etc.)
  • Strong problem-solving and analytical skills
  • Strong communication, active listening and presentation skills
  • Ability to work independently and as part of a team
  • Proficient in MS Excel & Powerpoint and/or Google Sheets & Slides
Responsibilities
  • Learn business operations, objectives, and industry trends, and apply this knowledge to data analysis and interpretation
  • Collect, analyze and interpret large data sets from various sources to answer high-impact business questions and identify patterns, trends, and insights
  • Partnering with operations leaders, develop and support the roll-out of business KPIs and associated Tableau dashboards that simplify decision making and ensure operational success
  • Create professional visualizations and presentations to communicate findings and complex information to stakeholders in a concise and effective manner
  • Prioritize tasks, meet deadlines and drive successful completion of analytics work while maintaining a high level of accuracy
  • Pay attention to small details, identify errors, and maintain high levels of accuracy when working with data
  • Stay up-to-date with industry trends and emerging technologies, and seek out opportunities to develop new skills

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various purchases. What makes Upgrade different is its focus on affordable credit solutions and user-friendly features, promoting responsible financial behavior through rewards. The company's goal is to attract a broad customer base and encourage long-term financial health.

Company Stage

Series F

Total Funding

$532.1M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

7%

1 year growth

30%

2 year growth

49%
Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion into auto loans diversifies Upgrade's product offerings.
  • Acquisition of Uplift strengthens Upgrade's position in travel financing.
  • Partnership with Finturf enhances home improvement financing options.

What critics are saying

  • Expansion into auto loans increases exposure to credit risk.
  • Crowded BNPL market may pressure margins for Uplift acquisition.
  • Investment in new office space may strain resources if growth falters.

What makes Upgrade unique

  • Upgrade offers a unique blend of credit and banking products.
  • The Secured OneCard targets consumers with little or no credit history.
  • Partnership with FairPlay enhances fairness in lending practices.

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