Sr Business Analyst

Overview

A Senior Business Analyst role is available on the HSA Core Product team. This position helps turn data into product decisions that impact how hundreds of thousands of members save, contribute, and grow their HSA balances. The work focuses on identifying contribution and revenue trends, understanding what drives them, and surfacing opportunities. The role also supports requirements and business process definition as needed for the product team.

Responsibilities

• Analyze contribution balances, cash balances, and revenue trends to identify opportunities and headwinds across the HSA core product (with likely expansion into HRA and commuter benefits)
• Write and optimize complex SQL queries against large, relational datasets
• Build and maintain dashboards and reports used directly by Product Managers and senior leadership to make product decisions
• Use AI tools daily for query writing, data exploration, and finding/explaining data issues
  • Claude preferred
  • Databricks and Databricks Genie experience strongly preferred
• Partner closely with the Director of Product Decision Support and other data-focused teammates, delivering data and insights as a primary output
• Contribute to requirements documentation and business process definition as needed to support product and engineering teams
• Present findings clearly to Product Managers and senior leadership to inform decision-making

Requirements

• 5+ years of experience in business analysis, data analytics, or a related field, with demonstrated SQL expertise
• Strong SQL skills (required)
• Comfortable writing clear requirements and translating business needs for engineering teams
• Comfortable presenting data-driven findings and recommendations to product leadership
• Thrives in a fast-moving, evolving environment with some ambiguity
• Active, daily use of AI tools for data work
  • Experience with Claude preferred (experience with other AI assistants like ChatGPT, Codex, etc. also welcome)

Preferred Qualifications

• Experience in fintech, HSA, HRA, FSA, or another regulated financial services environment
  • FSA experience translates well
• Databricks and Databricks Genie experience

Compensation & Benefits

• Salary range: $87,500.00 to $111,500.00 per year
• Performance-based incentives eligible as part of the total compensation package
• Full range of benefits may include:
  • Medical, dental, and vision
  • HSA contribution and match
  • Dependent FSA match
  • Uncapped paid time off
  • Paid parental leave
  • 401(k) match
  • Personal and healthcare financial literacy programs
  • Ongoing education and tuition assistance
  • Gym and fitness reimbursement
  • Wellness program incentives
• The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location.

Location

Remote position.

This role is remote but includes an in-person onboarding training component. New team members must participate in an onsite onboarding training experience held at headquarters once per quarter. Required travel and accommodations are covered. The role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite session later.

Equal Opportunity

The employer is an equal opportunity employer committed to providing equal opportunity to all applicants and employees without regard to protected characteristics. This is a drug-free workplace.