SmartAsset is looking for a Business Analyst to join our Finance and Operations team. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in business analytics or finance. This new role will gain a full understanding of our business to provide KPI/OKR transparency to leaders and lead strategic projects.  This is a great opportunity for an individual looking to be part of an innovative and dynamic fintech startup.

Job Duties

  • Support monthly KPI close process by aggregating various financial and operational data points from various internal teams
  • Standardize a process to efficiently collect, store and report key internal and external KPI data.
  • Work closely with senior management to support strategic projects across the organization, pertaining to growth opportunities, pricing/billing, procurement and cost savings opportunities.
  • Manage key relationships with internal teams to assure accurate KPI data is gathered and consolidated
  • Support the SVP of Finance with updating financial model and projections
  • Assist with KPI and OKR alignment and communication
  • Maintain process controls per GAAP and current audit policies
  • Partner with internal teams to support various external diligence requests
  • Support SVP Finance & CEO


  • 2-5 years related experience
  • Experience with Salesforce, SQL, Quickbooks, a plus
  • Experience with large dataset and commitment to data structure/accuracy
  • Strong communication skills and a proactive attitude 
  • Experience with Excel and Google Sheets, including pivot tables, vlookups and data reconciliations
  • Proactive attitude and interest in building efficiency and scaling operations
  • Bachelor’s Degree in business, accounting or finance


  • Virtual happy hours and team social activities
  • Generous benefits package with cost of some medical and dental plans covered at 100%
  • 401(k) plan with match that immediately vests
  • Professional education reimbursement program
  • Paid Parental Leave

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