Business Intelligence Asscoaite

The Role

Finance runs on good data, and we need a Business Intelligence Associate to help keep ours clean, current, and useful. You'll work directly with our Revenue Operations Manager and alongside the Finance team to run our monthly reporting, dig into the numbers behind it, and get a little sharper every cycle. Expect real coaching, hands-on projects, and a clear path toward data analyst or data science work in finance and AI. If you're excited about finance and want to learn fast, this is a great place to build.

Your Impact

• Run our monthly financial and operational reports using established frameworks, and keep them accurate and on time
• Pull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questions
• Check data quality so everyone can trust what they see
• Use AI tools to speed up analysis and automate repeat work
• Support ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain English

The Ideal Match

• A real interest in finance or wealth management, and a clear reason you want to build a career in it
• Bachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field, plus at least one relevant internship
• Intermediate Python and SQL, and comfort reading code and working with AI to write and debug it
• Sharp attention to detail and strong integrity with numbers
• Coachable, motivated, and quick to learn: you take feedback and turn it into better work

Bonus Points

• Early-career experience in finance, fintech, consulting, or analytics
• Exposure to AWS or another cloud platform
• Background in wealth management or financial services

Why Join Us

• Hands-on coaching from a manager who invests in your growth
• Your scope grows as fast as you do — we'd rather stretch you than box you in
• A flat team where anyone can talk to anyone and good ideas win regardless of title
• Competitive pay that tracks your impact
• Full health, dental, and vision from day one, plus 401(k) matching and Roth IRA options
• Unlimited PTO
• Recognized as one of Inc. Magazine's Best Workplaces two years running

Ready to build the next era of wealth management? Let's talk!