Senior Data Analyst

About Betterment Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office). About The Role At Betterment, we work hard to maximize every dollar our customers have entrusted to us. Data plays a critical role in nearly all of our pursuits and operations — it is core to how we prioritize the focus of hundreds of engineers, product managers, and designers, how we allocate resources to different customer acquisition channels, how we efficiently run the operations of a business that manages over $50 billion dollars of our customers’ money, and much much more. The Analytics team drives impact across all areas of Betterment, partnering with teams to shape strategy, identify opportunities, and influence product decisions that deliver the best experience for our customers. Projects range from building intuitive dashboards that provide a pulse on the business to performing deep dives into customer behavior that uncover game-changing insights and turning those deep dives into clear, actionable recommendations for stakeholders. As a Senior Data Analyst , you will contribute directly to Betterment’s success by conducting thoughtful data-driven analyses and delivering insights that inform business and product decisions. You will work closely with stakeholders in marketing, product, and operations to analyze performance, define success metrics, and surface trends and opportunities. You will regularly perform complex analyses, build thoughtful dashboards, and identify key trends in our data, helping teams make smarter decisions and laying the groundwork for long-term value for our customers and the company. This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including, but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. • New York City: $105,000-130,000 We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus. A day in the life

• Perform deep-dive analyses to identify trends and translate them into actionable insights on customer behavior and product performance
• Develop advanced dashboards and research reports that tell compelling stories to help cross-functional teams monitor business performance and make key decisions
• Collaborate with product managers and engineers to define event tracking, run A/B tests, and evaluate feature outcomes
• Lead cross-functional analytical projects working with stakeholders across product, marketing, finance, and operations to support strategic initiatives, while proactivity identifying new opportunities and areas for analysis

What We’re Looking For

• 3-5 years of experience in a data-focused role such as Data Analyst or Data Scientist
• Strong SQL skills to efficiently pull insights from our Redshift datawarehouse
• Working knowledge of R, Python, or similar programming for statistical analysis
• Experience using BI tools such as Metabase, Looker, or Tableau to build reports and dashboards
• A powerful combination of technical expertise, curiosity, business acumen, and a willingness to dig deep into data to surface insights
• Strong communication skills with the ability to clearly explain findings to both technical and non-technical stakeholders with an openness to feedback and desire to learn
• Exposure to event data and dbt is a plus, but not required

What Being At Betterment Means For You We change lives Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better. We set audacious goals We set them for the company, our customers, and ourselves—and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins. We value all perspectives When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community. We Invest In You With

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own and lead change and affect the business
• Dedicated professional development opportunities
• Lunch from our in-house chef three days a week at our NYC headquarters

What Happens Next We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues. In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions. On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process. We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

• Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter. •Please note that in any materials you submit, you may• •redact• •or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for• •redacting• •or removing this information. Come join us!
• We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law. •E-Verify Statement
• Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.

E-Verify Notice E-Verify Notice (Spanish) Right to Work Notice Right to Work Notice (Spanish) •CPRA Language - CA Applicants ONLY •We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email• •[email protected] .•