Sr Analyst, Business Intelligence

Phoenix /
Operations /
Upgrade is a fintech unicorn backed by a top 10 global bank and other leading fintech investors. Founded in 2017, Upgrade has already delivered $3.5 billion in consumer credit and achieved $125 million in annual revenue run rate and cash profitability.

Upgrade is building a neobank offering exceptional value to mainstream consumers, including affordable and responsible credit through cards and loans. In 3 short years 10 million people have already applied for an Upgrade Card or loan.

Upgrade has been named a “Best Place to Work in the Bay Area” by the San Francisco Business Times and Silicon Valley Business Journal 3 years in a row, and received “Best Company for Women” and “Best Company for Diversity” awards from Comparably.

We are looking for new team members who get excited about designing and implementing new and better products and join a team of 350 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.

The Business Intelligence (BI) Sr Analyst will be responsible for performing detailed analysis, producing new and existing reports, dashboards, scorecards, and other data products. Working with a team of Business Intelligence Portfolio/ Reporting Analysts in Phoenix, this person will play a key role in developing and maintaining BI solutions within the organization and other team members to ensure performance and reliability. The ideal candidate will also analyze information obtained from the BI solutions, verify accuracy, and make recommendations that drive advancement within the organization. Candidate must be capable of delivering high-quality deliverables, on time, with careful attention to detail. 

-Partner with the business understanding and driving key metrics
-Develop and maintain reports, dashboards, and scorecards using Tableau and SQL with a self driving initiative
-Lead reporting on operational metrics on a recurring basis to drive actionable insight
-Provide actionable insight to operational needs through reporting and forecasting
-Assist business with KPI’s and helping maintain best in class SLA’s
-Work collaboratively, cross-functionally and interface with stakeholders and other analysts on business requirements
-Assist with forecasts and reporting requirements for internal business users
-Effectively communicate (written and verbal) technical subject matter to non-technical business stakeholders

-Minimum of 7+ years of experience in a quantitative/analysis/reporting role in outside industry; OR 5+ years of experience in analytics/reporting within the Financial Services industry
-Advanced knowledge of SQL required; (PostgreSQL a plus)
-Knowledge of Python, command line, and batch files a plus
-Minimum of 3 year of experience using a major BI data or visualization solution (Tableau experience is a plus)
-Analyzing data and trends in an operational or production based environment
-Team-player with superior interpersonal skills who can work closely with both technical development teams and end business users
-Effective written, verbal and interpersonal communication skills
-Experience documenting BI requirements and developing reports based on user requirements
-Sense of ownership and responsibility towards problems and solutions
-Demonstrated ability to adapt quickly and smoothly to a rapidly changing environment

Candidates should be prepared to:
1) Share or discuss examples of work within a BI Solution (Tableau Preferred) you’ve created and communicate key competencies with regards to their creation
2) Share or discuss examples of SQL, Python, Excel, Google Sheets or other reporting items you’ve created that showcase your expertise with the skill sets outlined above 
3) Be prepared to answer technical data questions about Tableau and SQL. 
4) Be prepared to demonstrate problem solving skills by answering questions about hypothetical challenges with regards to Tableau and or SQL

Great OPEN office environment!  
Conveniently located in the heart of downtown Phoenix.
Close to light rail and public transportation.
Comprehensive benefits package: medical, dental, vision, HSA / FSA, life insurance & disability.
Paid parking
Monthly Wellness Incentive Program.
Paid time off
Kitchen stocked with beverages and snacks.

Please note that preference will be given to local candidates as relocation assistance is not available for this role.

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.