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EVEN Financial // platform powering financial services online
New York City, NY, US    Posted: Friday, August 28, 2020
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About Even Financial:

Founded in 2015, Even Financial is a B2B fintech company that is transforming the way financial institutions find & connect with consumers. As the leading search, comparison, & recommendation engine for financial services, Even seamlessly bridges financial institutions (including American Express, Goldman Sachs, & SoFi) & channel partners (such as TransUnion & The Penny Hoarder) via its industry-leading API. Even turns any consumer touchpoint into an ROI-driven, fully customizable, programmatic acquisition source with full compliance & security at scale. Even's investors are leading financial services firms & VCs, including American Express Ventures, Canaan Partners, Citi Ventures, F-Prime Capital (Fidelity), Greatpoint Ventures, Goldman Sachs, LendingClub, & MassMutual Ventures. 

Even strives to foster an environment whereby all employees, across all functions & levels, are positioned for maximum personal & professional growth. We as a team have an ownership mentality, & everyone is all in to help Even achieve our vision & reach our enormous potential.

Empower- Self-directed & take initiative
Empirical- Explore & iterate
Transparent- Helpful, straightforward & honest
Fearless- Be bold, take risks

About you:
We are looking for a Business Intelligence Analyst to join the Business Intelligence (BI) team. While this role resides within our core BI team & core competencies are standardized, we expect the majority of your time to be working with the Revenue teams at Even. These revenue responsibilities include building pricing models, supporting revenue operations & Salesforce support, & generally managing stakeholder requests from Revenue (Business Development & Partner Solutions). Core BI responsibilities include supporting internal & external stakeholders with data, analysis & strategy to drive key decisions & growth & generally contributing to larger BI initiatives.

Day to Day:
Develop an in-depth understanding of EVEN Financial's offerings & various consumer flows in order to analyze data, construct dashboards & analysis, & make data informed recommendations
Support revenue operations with Salesforce changes (no prior knowledge necessary), data model changes, defining revenue KPIs, & various documentation & workflow improvements via technology & tools
Develop expertise in pricing & become a subject matter expert on sizing & pricing models, non-standard pricings, & determining internal KPIs related to deal structuring
Work with Product & Engineering on net new performance & usage tracking in our products to inform revenue related models & analyses
Work on overall automation of data projects & increase repeatability through training & templatized work
Foster & maintain strong working relationships with internal business partners (Business Development, Partner Solutions, Finance, Leadership)
Gather requirements for data initiatives directly with Business Development & Partner Solutions, or directly with external clients or prospects
Develop an understanding of the competitive landscape & how it relates to Even's competitiveness in the market & our metrics in a deal cycle
Support monthly revenue planning process with business owners
Work together with the rest of the BI team to deliver team projects & ad hoc analytics, which encompasses financial/data modeling, data infrastructure, & investigative analytics


Highly Preferred:
Be willing to be Salesforce certified to support Revenue Operations - we will sponsor certification(s) in Salesforce
Strong interest in financial services markets, technology, or business side problems, & making data-driven recommendations
Knowledge of sales cycles & revenue operations (sales, customer success, etc.)
Active & curious listener, always interested in digging deeper to find the optimal solution
Understands the tradeoff between perfection & execution. Even is a hyper-growth company - you will need to balance data-driven decision making with the rapid delivery of projects within tight time constraints

Core Competencies:
2+ years experience in an analytical role with data analysis (SQL, Excel, LookML)
Ability to set clear expectations with stakeholders around deliverables & push back as needed
Excellent interpersonal, communication, & prioritization skills, with the ability & confidence to communicate at an executive level & with external customers
Understand how to evaluate risk & incorporate risk appropriately into models that are built
Able to produce visualizations of data to clearly communicate ideas
High proficiency in Excel & PowerPoint/Google slides required
Experience with SFDC (or a similar CRM) & Looker (or a similar business intelligence analytical tool) is preferred

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