Staff Data Analyst

Facet Wealth; United States; Remote; USD 170,000 - 200,000; Full time

Benefits offered by this job

Base salary $170,000–$200,000

Equity

Remote-friendly / Remote-first

Flexible PTO

Comprehensive benefits

Job summary

Facet Wealth is seeking a Staff Data Analyst to empower Facet operations, product, and leadership with high-impact insights. You will join the Data Science & Analytics team to model, understand, and optimize growth, margin, and retention initiatives.

This is a strategic partner role, not legacy BI, influencing executives with data-driven recommendations. You will build lightweight data tools using Python, Streamlit, and BigQuery-connected Sheets, conduct deep-dive EDA in Jupyter, and integrate

Qualifications

• 7+ years of experience in a highly analytical, decision science, or advanced business intelligence role with a proven track record of directly influencing senior management and executive decision-making.
• Outstanding stakeholder management skills with the ability to confidently advise, challenge, and collaborate with cross-functional leaders.
• Proficiency with Python, specifically for data manipulation (Pandas, Numpy), visualization, and building lightweight data applications (Streamlit).
• Proficiency with SQL and dbt for data modeling, and experience with cloud data warehouse solutions (such as BigQuery or Snowflake).

Responsibilities

• Be a Trusted Strategic Advisor: Act as a direct analytical partner to senior leadership and executive management. You will spend a significant portion of your day in an advisory role, translating complex data findings into clear, leadership-level recommendations and partnering across business units to drive changes in strategy.
• Proactive Value Capture: Do not wait for questions to be asked. You will proactively hunt for opportunities to optimize business performance, increase efficiency, and capture untapped value, then work hand-in-hand with teams across the organization to execute on those opportunities.
• Rapid, Scripted Analytics & EDA: Perform deep-dive Exploratory Data Analysis (EDA) using Jupyter Notebooks to diagnose business trends, test complex hypotheses, and discover hidden relationships in our data.
• Modern Interactive Reporting: Build and maintain streamlined, interactive data tools using Python and Streamlit, and design high-impact, BigQuery-connected Google Sheets to deliver self-service data directly into the workflows of business leaders.
• Analytical Workflow Automation & AI Integration: Actively integrate modern AI assistant technologies and secure automation practices into your day-to-day analytics workflows. You will utilize model-driven tools to accelerate code generation, optimize SQL queries, and automate repetitive data exploration tasks safely and efficiently.
• Data Assembly & Quality: Gather, clean, and model data from various sources using optimized Python, SQL, and dbt, ensuring absolute consistency and accuracy.
• Evaluate & Produce Quality: Ensure the integrity of our analytical output. You will participate in peer reviews of SQL queries, Python scripts, and analytical methodologies to keep our standards high.

Skills

Python

SQL

Pandas

Numpy

Streamlit

Jupyter Notebooks

BigQuery

Snowflake

dbt

Google Sheets

Stakeholder management

Executive advisory

Tools

BigQuery

Snowflake

dbt

Jupyter Notebooks

Google Sheets

Job description

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, we leverage a \"human-plus-tech\" approach, combining the expertise of CFP® professionals with cutting-edge AI and automation. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

The Role

As a Staff Data Analyst at Facet, you will lead efforts to equip Facet operations, product, and leadership teams with the high-impact insights they need to maximize business performance. You will join the Data Science & Analytics team tasked with modeling, understanding, and optimizing various aspects of our growth, margin, and retention initiatives. This is not a traditional BI or dashboard-building role—you will not spend your days drag-and-dropping in legacy BI systems. Instead, you will act as a high-influence strategic partner and advisor to our executive management and senior leadership teams.

You should be an expert in using Python and SQL to build lightweight, highly actionable data reporting tools (using Streamlit and BigQuery-connected Google Sheets) and conducting deep-dive Exploratory Data Analysis (EDA) in Jupyter Notebooks. Additionally, you will be expected to leverage and integrate modern, secure AI-assisted engineering tools and workflow automation to exponentially scale the speed, accuracy, and depth of your analytical processes.

The perfect candidate is a proactive value-hunter who enjoys embedding themselves in cross-functional teams, has exemplary interpersonal and stakeholder management skills, and loves translating complex analytical insights into clear, strategic business recommendations.

Day-To-Day Responsibilities

• Be a Trusted Strategic Advisor: Act as a direct analytical partner to senior leadership and executive management. You will spend a significant portion of your day in an advisory role, translating complex data findings into clear, leadership-level recommendations and partnering across business units to drive changes in strategy.


• Proactive Value Capture: Do not wait for questions to be asked. You will proactively hunt for opportunities to optimize business performance, increase efficiency, and capture untapped value, then work hand-in-hand with teams across the organization to execute on those opportunities.


• Rapid, Scripted Analytics & EDA: Perform deep-dive Exploratory Data Analysis (EDA) using Jupyter Notebooks to diagnose business trends, test complex hypotheses, and discover hidden relationships in our data.


• Modern Interactive Reporting: Build and maintain streamlined, interactive data tools using Python and Streamlit, and design high-impact, BigQuery-connected Google Sheets to deliver self-service data directly into the workflows of business leaders.


• Analytical Workflow Automation & AI Integration: Actively integrate modern AI assistant technologies and secure automation practices into your day-to-day analytics workflows. You will utilize model-driven tools to accelerate code generation, optimize SQL queries, and automate repetitive data exploration tasks safely and efficiently.


• Data Assembly & Quality: Gather, clean, and model data from various sources using optimized Python, SQL, and dbt, ensuring absolute consistency and accuracy.


• Evaluate & Produce Quality: Ensure the integrity of our analytical output. You will participate in peer reviews of SQL queries, Python scripts, and analytical methodologies to keep our standards high.

Requirements

• 7+ years of experience in a highly analytical, decision science, or advanced business intelligence role, with a proven track record of directly influencing senior management and executive decision-making.


• Outstanding stakeholder management skills with the ability to confidently advise, challenge, and collaborate with cross-functional leaders.


• Proficiency with Python, specifically for data manipulation (Pandas, Numpy), visualization, and building lightweight data applications (Streamlit).


• Proficiency with SQL and dbt for data modeling, and experience with cloud data warehouse solutions (such as BigQuery or Snowflake).


• Expert-level experience using Jupyter Notebooks for structured, exploratory data analysis and statistical validation.


• Demonstrated experience using modern, secure AI tools and developer workflow automation to optimize and accelerate day-to-day coding, debugging, and analytical tasks.


• Experience leveraging Google Sheets connected directly to cloud data warehouses for business-facing reporting.


• Strong understanding of core consumer tech businesses and the metrics that matter to them, including: LTV, retention, CAC, ARR, margin, and cohort analysis.


• Familiar with best practices in secure data handling and customer data privacy.


• Proven record of identifying a business problem or opportunity, translating it into an analytical approach, and driving it to a measurable business outcome.


• Prior experience using version control (Git) to collaborate and share code.

Preferred Qualifications

• Prior experience in the financial planning, fintech, or consumer technology industry.

Benefits

• Competitive Compensation: $170,000 - $200,000 base salary + bonus


• Ownership: Equity in a rapidly growing company on the path to becoming the \"Next Great Financial Services Company\".


• Flexibility: Remote-first culture—work from anywhere in the U.S..


• Time Off: Flexible Paid Time Off (PTO).


• Comprehensive Benefits and Perks: Medical, dental, vision, 401(k) match, disability, paid parental leave, wellness reimbursement, and education reimbursement programs.

*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian