Business Intelligence Asscoaite

About the Role

Finance runs on good data, and we need a Business Intelligence Associate to help keep ours clean, current, and useful. You'll work directly with our Revenue Operations Manager and alongside the Finance team to run our monthly reporting, dig into the numbers behind it, and get a little sharper every cycle. Expect real coaching, hands-on projects, and a clear path toward data analyst or data science work in finance and AI.

Your Impact

• Run our monthly financial and operational reports using established frameworks, and keep them accurate and on time
• Pull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questions
• Check data quality so everyone can trust what they see
• Use AI tools to speed up analysis and automate repeat work
• Support ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain English

Requirements & Tech Stack

• Intermediate Python and SQL
• Comfort reading code and working with AI to write and debug it
• Experience with HubSpot (preferred)
• Exposure to AWS or another cloud platform (preferred)

Qualifications

• A real interest in finance or wealth management, and a clear reason you want to build a career in it
• Bachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field
• At least one relevant internship
• Sharp attention to detail and strong integrity with numbers
• Coachable, motivated, and quick to learn: you take feedback and turn it into better work
• Early-career experience in finance, fintech, consulting, or analytics (preferred)
• Background in wealth management or financial services (preferred)