Onboarding Analyst (India)
SavvyMoney is a US based leading financial technology company. We provide integrated credit score and personal finance solutions to 1,500 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.
SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.
**This position will be working 100% Remotely from your home office in India as part of a distributed team in the USA, Canada, Europe and several locations in India.
We are looking for a skilled Onboarding Analyst
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
Skills and Qualifications
- Bachelor’s degree, preferably in computer science, mathematics, business, or economics
- 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
- Additional technical skills are a plus
SavvyMoney’s EEO Statement
SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.
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