Business Intelligence Analyst - Financial Services

Nclusion

$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in operations analytics, business intelligence, or strategy roles, ideally in fintech or financial services.
  • Strong skills in SQL and Excel/Sheets; proficiency in at least one BI tool like Looker or Tableau.
  • Experience developing KPI frameworks from incomplete data.
  • Proven ability to produce analyses for executive-level discussions.
  • Comfort with ad hoc queries and formalizing analyses into ongoing reporting mechanisms.
  • Experience in fast-paced, high-growth environments with shifting priorities.
  • Interest in crypto wallets and digital financial services trends.

Responsibilities

  • Define and maintain KPIs for wallet, loyalty, and remittance performance across markets.
  • Build and manage recurring performance reports for leadership briefings.
  • Collaborate with Product Ops leads to identify underperformance and conduct root-cause analysis.
  • Create ad hoc analyses using SQL, Excel, and BI tools for emerging data questions.
  • Support Go-To-Market planning by providing readiness and performance data.
  • Translate analytical findings into actionable recommendations for implementation.
  • Monitor relevant trends in digital wallets and remittances to inform strategy.

Benefits

  • 401k with a match.
  • Medical, dental, and vision insurance.
  • Competitive compensation and equity options.
  • Flexible PTO policy encouraging at least 14 days off.
  • In-office lunches and team-building events.
Full Job Description
About the Role

As Business Intelligence Analyst, you'll be the analytical backbone of the Financial Services Operations function. You'll build and maintain the KPI reporting and dashboards that track wallet, loyalty card, and remittance performance against the FinServ team's priority metrics across every active market, turning that data into analysis the Director uses to brief the COO and Exec team.

What You'll Do

  • Define and maintain KPIs spanning agent network health, wallet/loyalty adoption, and remittance performance, across all active markets.
  • Build and maintain recurring performance reporting that the FS Director uses to brief the COO and Exec team - you own the analysis, the Director owns the narrative and delivery.
  • Partner with the Wallet and Remittance Product Ops Leads to surface underperformance signals and contribute to root-cause analysis, market by market - you bring the data-grounded diagnosis; they bring field context and the final call.
  • Build lightweight, ad hoc analysis (SQL, Excel/Sheets, BI tools) for questions the established data lake and KPI set don't yet answer - and partner with the data team to turn recurring ad hoc needs into permanent capture mechanisms, rather than building parallel shadow dashboards indefinitely.
  • Support GTM planning alignment with Network & Gaming Operations by providing performance and market-readiness data, including agent network maturity signals.
  • Translate analysis into concrete operational recommendations and support their implementation alongside the Director and Product Ops Leads.
  • Monitor trends in digital wallets, crypto, and remittances that could inform strategy; flag relevant signals to the Director (watch-brief, not a strategy mandate).


What You Bring to the Table

  • 3+ years of experience in operations analytics, business intelligence, or strategy/ops roles - fintech, payments, or financial services preferred.
  • Strong SQL and Excel/Sheets skills; hands-on experience with at least one BI tool (Looker, Tableau, Metabase, or similar).
  • Experience building a KPI framework or recurring reporting package from a messy or incomplete data starting point.
  • A track record of producing analysis that's used directly in a leadership or board-level conversation.
  • Comfort working ad hoc against undefined questions, and separately, experience partnering with a central data/eng team to formalize a recurring analysis into permanent tooling.
  • Experience operating in a fast-paced, high-growth, or startup environment with ambiguous, shifting priorities.
  • Working knowledge of or strong interest in crypto wallets and emerging trends in digital financial services.


Benefits and Perks

  • 401k with a match!
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Competitive compensation & equity - We believe in sharing success.
  • Flexible PTO - We focus on impact, not tracking vacation days. We encourage a minimum of 14 days.
  • In-office lunch, team events & culture

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