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Senior Business & Data Analyst

Upgrade, Inc.

seniorpermanentdataproduct-management San Francisco, CA 4 days ago via LinkedIn

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Tags

SQLTableauAmazon RedshiftDatabricksETL/ELTData ModelingForecastingStatistical AnalysisData GovernanceAI Tools

About the role

Role Overview

Senior Business & Data Analyst serving as an executive-facing strategic analytics partner for Upgrade’s Flex Pay and broader commercial organization. You will own executive-level deliverables, influence how analytics operates, and help determine where analytics goes next.

Responsibilities

  • Analytics & Business Intelligence: Conduct advanced data analysis (mining, trends) to surface actionable business insights.
  • KPIs & Performance: Develop and maintain KPIs, performance management frameworks, and data quality standards.
  • Advanced Analytics: Perform root-cause analysis, statistical hypothesis testing, and predictive/prescriptive analytics.
  • Data Governance: Own data governance and quality assessment practices.
  • SQL & Data Engineering:
    • Write/optimize complex SQL using CTEs, window functions, joins, and stored procedures.
    • Design/maintain data models, ETL/ELT pipelines, and data warehouse structures.
    • Validate, reconcile, and transform data to ensure analytical accuracy.
  • Forecasting & Reporting:
    • Improve forecast accuracy using trend/seasonality and statistical methods.
    • Build scenario models to support strategic decisions.
    • Create executive dashboards, scorecards, and interactive reports.
    • Own QBR preparation and present findings to senior leadership.
    • Build scalable automated reporting solutions.
  • Business Partnership:
    • Partner with stakeholders to gather requirements, document processes, and align on priorities.
    • Translate technical analysis into business narratives for C-suite leaders.
    • Facilitate cross-functional collaboration and support change management.

Requirements

  • Advanced SQL skills (complex joins, CTEs, window functions) and query optimization.
  • Experience with Tableau, Microsoft Excel, Amazon Redshift, and Databricks.
  • Ability to use AI tools (e.g., Claude or ChatGPT) as part of the workflow, including verification and integration into your process.
  • Strong statistical analysis, forecasting methodologies, and data modeling background.
  • Familiarity with ETL/ELT and data warehouse design.
  • Ability to connect metrics to business outcomes and identify key performance drivers.

Nice-to-haves

  • Not explicitly stated.

Location

  • San Francisco, CA

About Upgrade, Inc.

Upgrade, Inc. is a fintech focused on helping customers move toward better financial outcomes through affordable, responsible consumer credit products. Since 2017, it has served millions of customers and supports their financial well-being with data-driven commercial offerings backed by major technology investors.

Scraped 6/16/2026

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