Principal Analyst

Overview

A leading organization in the Finance & Insurance sector is seeking a Principal Analyst to support financial strategy, forecasting, and performance management initiatives. This role will enhance business visibility and decision-making by partnering with executive leadership and cross-functional teams to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Location: Remote (US-based candidates only, no visa sponsorship available)

Compensation: $127,000 – $224,000 annually

Responsibilities

• Lead analytics efforts for strategic partnerships, guiding decisions on agent acquisition and pricing
• Evaluate and enhance the user experience of the agent-facing platform through data-driven insights
• Develop data models to assess and mitigate financial risks related to operational exposure
• Identify key growth metrics in the onboarding journey that drive platform retention and revenue
• Optimize performance and conversions of new annuities business lines using direct-to-consumer funnel strategies
• Collaborate with data teams to create user-friendly analytics tools and tracking dashboards
• Integrate generative AI solutions to improve internal analytics efficiency and speed
• Mentor junior analysts, providing guidance and leadership across global offices

Qualifications

• 5-8 years of experience in product analytics, business intelligence, or data science, preferably in high-growth startups
• Expert-level proficiency in SQL; familiarity with statistics and predictive modeling
• Experience leveraging AI tools in analytics workflows, ranking in the top 10% of AI-fluent analysts
• Proficiency in advanced analytics visualization tools such as Tableau or Hex
• Strong problem-solving skills in unstructured environments, able to provide clarity from ambiguous data
• Exceptional communication skills for presenting findings to C-suite executives and boards
• Advanced degree in a quantitative field or equivalent technical experience

Desired Skills and Experience

• SQL, Python, R
• Tableau, Hex, Mode
• Large Language Models (e.g., ChatGPT, Claude)
• Predictive data modeling
• Advanced visualization and dashboarding tools
• Excel
• Data warehousing solutions
• Cloud platforms (AWS, Azure, GCP)
• Data governance frameworks
• Business intelligence software
• APIs for data integration
• Automation tools for analytics
• Statistical analysis software

Benefits

• Comprehensive health, vision, and dental insurance
• Generous paid time off and flexible working arrangements
• Opportunities for professional development and growth
• Supportive environment promoting diversity and inclusion
• 401(k) plan with company contribution

The organization is an equal opportunity employer and encourages applications from candidates who may not meet every qualification but bring valuable backgrounds and perspectives.