Internal Title: Financial Analyst

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.

SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.  

About the Team: 

You will have the opportunity to help develop, and execute tasks that support growth, performance, and future objectives at a rapidly growing company. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in finance. 

Responsibilities Include:

• Data management, modeling, analysis and reporting
• Support current monthly, quarterly and year-end reporting & budgeting processes
• Develop understanding of current business flows, processes, systems
• Deliver reporting to highlight monthly activity, KPIs
• Partner with internal teams to support various external requests

Skills / Experience You Have:

• Bachelor’s degree in Accounting, Economics,  or Finance
• 2+ years of relevant experience in FP&A, business analytics, or similar operational role
• Strong attention to details and ability to communicate complex information, clearly and concisely
• Highly analytical, resourceful, flexible, team oriented, and organized individual with a proven track record of end-to-end ownership and successfully delivering results in a fast paced, dynamic business environment
• Comfortable with data: management, manipulation, visualization, and reporting; ability to refine complex data sets into actionable insights
• Proficiency with Microsoft Excel and Google Sheets
• Enthusiastic about learning and sharing ideas and strategies that can help both our Finance & Operations team and wider teams achieve greater success

Skills / Experience Preferred:

• Familiarity with accounting software programs such as Stripe, Salesforce, Snowflake and Netsuite 
• Familiarity with SQL data visualization tools such as Tableau, Power BI or similar
• Experience with Confluence, Jira, and Agile workflow

Available Benefits and Perks:

• Medical, Dental and Vision- multiple packages available based on your individualized needs. Some medical and dental plan costs are covered by the company at 100% .
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available 
• FSA: Medical and Dependant Care 
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off:  Vacation & Sick Leave,Paid Primary & Secondary Caregiver Parental Leave
• EAP (Employee Assistance Program)
• Pet Insurance
• Supplemental Short-term and Long-term Disability
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.