Junior Business & Data Analyst

Upgrade is a fintech company focused on providing affordable and responsible financial products, helping over 7.5 million customers access consumer credit since 2017. Recognized for its collaborative culture, it aims to build better financial futures for millions.

Location: San Francisco, CA

Salary: USD $75,000-$95,000 plus equity and benefits

Responsibilities

• Analyze data to identify trends, patterns, and anomalies. Support root cause analysis and performance investigations.
• Assist in KPI tracking, data quality checks, and governance processes.
• Build and maintain business intelligence reports and apply statistical analysis fundamentals.
• Serve as the data resource for the commercial and account management teams.

Requirements

• 2 or more years of experience in an analytics or data-focused role.
• SQL proficiency including joins, CTEs, and window functions.
• Experience with Tableau, Microsoft Excel, Redshift, and Databricks.
• Use of AI tools like Claude or ChatGPT as part of workflow.
• Curiosity about data and ability to ask questions proactively.
• Ability to gather and document business requirements, collaborate cross-functionally, and contribute to business case development.
• Ability to present findings clearly and translate data outputs into plain-language summaries.
• Comfortable forming and testing hypotheses with guidance.
• Ability to identify patterns and trends, flag anomalies, and contribute strategic observations.

Benefits

• Competitive salary
• 100% paid coverage of medical, dental and vision insurance
• Flexible PTO
• Competitive 401(k)
• Opportunities for professional growth and development
• Paid parental leave
• Health & wellness initiatives

Additional Information

• The compensation range in San Francisco, CA is USD $75,000-$95,000 plus benefits and equity.
• Upgrade is an equal opportunity employer.
• No unsolicited resumes from staffing agencies or third parties.