Analyst, Analytics - Treasury

About the Role: 

Upgrade is looking to grow our Treasury Analytics team. This key role will be responsible for maintaining a productive relationship with one or more stakeholder groups, understanding their needs as they apply to the context of our analytics service, and collaborating to develop technology solutions (Tableau, SQL, Gsheet) that improve outcomes within the respective function; increase efficiency and quality while mitigating risk.

What You’ll Do: 

• Consult with internal operations leaders to identify problems or opportunities that can leverage data and analytics to identify solutions
• Collect, analyze and interpret large data sets from various sources to answer high-impact business questions and identify patterns, trends, and insights 
• Perform in-depth analyses and then create data models to identify trends and key drivers that inform important decisions across the business 
• Create professional visualizations and presentations to communicate findings and complex information to stakeholders in a concise and effective manner
•  Manage multiple projects, prioritize tasks, meet deadlines and drive successful completion of analytics work while maintaining a high level of accuracy 
• Ask probing questions to develop data solutions that will not only meet the stakeholders requirements, but also support the goals for the use case 
• Drive best practices to improve the overall quality of our analytics practices 
• Partnering with operations leaders, develop and support the roll-out of business KPIs and associated Tableau dashboards that simplify decision making and ensure operational success 
• Pay attention to small details, identify errors, and maintain high levels of accuracy when working with data 
• Stay up-to-date with industry trends and emerging technologies, and seek out opportunities to develop new skills 

What We Look For: 

• Bachelor’s degree in data analytics, mathematics, statistics, computer science or related field or equivalent experience 
• Minimum 2+ years proven experience in Business Analysis; interacting and building relationships with stakeholders, requirements gathering, solution proposal or design.
• Basic (2+yrs) SQL query writing experience
• Basic (2+yrs) Tableau experience
• Strong proficiency in MS Excel & PowerPoint and/or Google Sheets & Slides
• Knowledge of data modeling, database management and data warehousing 
• Strong problem-solving and analytical skills 
• Strong communication, active listening and presentation skills
• Ability to work independently and as part of a team 

Nice to Have:

• Experience in financial services is preferred 

What We Offer You: 

• Competitive salary and stock option plan
• 100% paid coverage of medical, dental and vision insurance 
• Flexible PTO
• Opportunities for professional growth and development 
• Paid parental leave
• Health & wellness initiatives