SavvyMoney · 1 month ago
Onboarding Analyst (India)
United States
Full-time
Remote
Mid LevelSavvyMoney is a US based leading financial technology company that provides integrated credit score and personal finance solutions to over 1,500 bank and credit union partners nationally. The Onboarding Analyst will be responsible for maintaining and optimizing business rule engines, analyzing data for trends and risks, and providing financial analysis to stakeholders.
Credit BureauCredit CardsFinanceFinancial ServicesFinTech
Responsibilities
Maintain and optimize the business rule engine for each customer
Analyze data to identify trends, risks, and opportunities across the business
Own billing analysis and related reporting
Provide timely financial and business analysis to stakeholders and partners
Develop and maintain clear KPIs and reporting for workflows and processes
Participate in regular leadership and team meetings to surface issues and propose solutions
Work within an Agile/SCRUM framework (sprint planning, standups, retrospectives)
Use Jira daily to create, update, and track tickets with clear status, context, and acceptance criteria
Document work, decisions, and processes in Confluence, keeping pages current and organized
Follow existing process documentation and help refine it as tools and needs evolve
Proactively identify process gaps and drive measurable improvements
Communicate proactively and asynchronously to keep stakeholders informed on progress, risks, and blockers
Comply with all applicable federal, state, and local regulations
Qualification
Required
SQL and JSON experience (required)
Strong analytical skills; able to work with large, complex data sets with high accuracy
Clear, concise verbal, written, and visual communication skills
Hands-on experience with Jira (or similar) for ticket lifecycle management
Hands-on experience with Confluence (or similar) for documentation and knowledge management
Familiarity with Agile/SCRUM practices and cross-functional collaboration
Experience with process improvement (identifying bottlenecks, proposing and implementing changes)
Comfortable with asynchronous collaboration and proactive communication in distributed teams
Preferred
Bachelor's degree, preferably in computer science, mathematics, business, or economics
Additional technical skills are a plus
Company
SavvyMoney
SavvyMoney is a fintech platform that partners with banks to provide their customers with free credit scores and financial wellness tools.
Founded in 2009
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$272MKey Investors
Spectrum EquityTransUnion
2025-10-27Private Equity· $225M
2022-01-25Private Equity· $45M
2016-09-23Series D
Leadership Team
Ali Kolb
Senior Partner Manager
Amanda K.
Senior Partner Manager
Recent News
2025-11-05
Fintech Schweiz Digital Finance News - FintechNewsCH
2025-11-04
Company data provided by crunchbase