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Business Analyst

SmartAsset is looking for a Business Analyst to join our Finance and Operations team.




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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

About this role

February 8th, 2022

June 18th, 2021

Full Time

To apply, you must have a permit to work in this country.
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About SmartAsset

Learn about SmartAsset and their company culture.

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SmartAsset is an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions. SmartAsset has been recognized as one of Y Combinator's Top 100 companies of all time and one of America's Best Startup Employers in 2020 by Forbes. Additionally, SmartAsset operates SmartAdvisor, which is the leading independent client acquisition platform for financial advisors in America. The company has raised more than $50 million in venture capital. 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.

Tech stack

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Financial Services



Michael Carvin

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