Charlie Health
BI Analyst
Job Description
What We’re Looking For
Are you an energetic self-starter who wants to build something big and impactful from the ground up? Do you get excited by taking on a big challenge? Charlie is building the future of banking for the coming wave of millions of tech comfortable retirees who deserve a bank built from the ground up for their unique needs, a bank they don’t have to get in line for, a bank that comes to them.
We are looking for a highly skilled, self-motivated Business Intelligence Analyst with extensive experience in FinTech to join our team. This role will be responsible for the entire data lifecycle, including governance, engineering, and producing reports and visualizations. You will collaborate with individuals across the tech, product, and business teams to ensure secure accessibility and meticulous data analysis.
You’d be joining a highly experienced group of founders including our CEO Kevin Nazemi, who served as the Co-Founder and Co-CEO of Oscar Health (NYSE: OSCR), and a company financially supported by some of the most respected FinTech Investors.
Responsibilities
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Collaborate closely with the product and business teams to generate reports and visualizations pertinent to a neobank. Examples include unit economics and cohort analysis for debit cardholders and cash advance product users.
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Write code that is easy to maintain and understand, not just for yourself but for anyone needing to work with it. Continuously improve your work and promptly resolve any issues that arise.
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Review tasks critically to ensure they are appropriately prioritized and sized for incremental delivery. Anticipate and communicate any blockers or delays before they require escalation.
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Take a self-managed approach to work. Be driven by intellectual curiosity and a yearning to understand the critical questions and inflection points facing the business. Seek out answers independently using the multitude of tools at your disposal.
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Collaborate and closely communicate with third-party vendors to deliver highly integrated data solutions.
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We are a startup: Every team member is critical to our success, wears many hats, and takes on additional responsibilities.
Qualifications
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At least 4 years of experience as a Data Analyst, Data Scientist, and/or Business Intelligence Analyst.
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At least 2 years of experience working in FinTech or financial services such as banking, capital markets, investment management, or economic consulting.
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Domain knowledge in banking and finance.
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Expert knowledge in writing and analyzing complex SQL queries. We use Snowflake, MySQL, Lookr, Heap, and AWS.
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Knowledge or experience in A/B testing and experimentation.
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Strong analytical and problem-solving skills, including the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. The ability to work with ambiguity and make timely decisions based on facts, knowledge, experience, and judgment is also essential.
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Knowledge of statistics and experience using statistical packages for analyzing datasets.
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Excellent interpersonal and communication skills along with dexterity in working with a variety of individuals and groups, both in-person and virtually with remote team members that are geographically spread across the world.
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Being a team player who respects diversity and a multitude of cultures on the team is a must.
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A positive can-do attitude.
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Organized and results-oriented.
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BA/BS degree.
Nice-to-Have
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NoSQL databases, data pipelines (integrate.io, Fivetran, etc), serverless platforms (AWS Lambda, Snowpark), data transformation tools (DBT), and user experience analytics tools (Amplitude.
Benefits
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Equity ownership.
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Competitive compensation.
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Medical, vision and dental coverage (US employees).
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401k with company match (US employees).
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Three weeks of annual vacation after the first year of employment. Two weeks during the first year.
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8 observed US holidays.
Our Ethos
Treat every customer as if they were our parents. We value integrity, and empathy and work to earn the trust of our customers and community by the choices we make every day. Caring for our customers is at the center of everything for us.