Data Analyst

Job Type: Full-time | Benefits Included
Location: Remote

About Trading Academy®

Trading Academy® is an award-winning national network of financial education centers headquartered in Irvine, California. For over 20 years, we’ve helped individual investors gain the knowledge and tools to generate income, protect assets, and grow their wealth through hands-on, expert-led training.

A data analyst with real visibility into how the business operates. In this role, at Trading Academy, you will support the reporting and analysis that informs decisions across Marketing, Sales, and Operations.

80% of this role is data pipeline development, reporting automation, and visualization: delivering the reporting leadership relies on daily to allocate resources, evaluate KPIs, and drive revenue. The remaining 20% is strategic and predictive analytics – identifying high-value customer segments and reliably predicting outcomes to fuel critical workflows.

KPIs & Stakeholder Reporting (80%)

• Deliver the weekly reporting suite leadership uses to make resource and revenue decisions

• Build and maintain dashboards in Tableau or Power BI that track KPIs across marketing, sales, and operations

• Build and maintain ETL processes to integrate data from multiple sales and marketing platforms, ensuring clean, timely inputs for reporting and analytics

• Write and optimize complex queries for accurate, reliable data outputs

• Design and implement data models that support scalable, consistent reporting across the organization

• Establish data governance procedure and documentation standards according to best practices

• Translate data findings into clear stakeholder reporting and strategic recommendations

Applied Modeling & Analysis (20%)

• Evaluate and improve existing regression-based lead scoring models

• Translate model outputs into actionable recommendations for marketing and strategy teams

• Build and maintain tools for media optimizations, audience targeting, and event planning.

What We’re Looking For

• Degree in Data Analytics, Data Science, or a related field.

• Strong Excel skills including pivot tables and advanced formulas

• 0-3 years’ experience SQL, including coursework — complex queries, schema design, normalization, and optimization

• Experience in Python, R, SPSS or comparable analytical platform

• Dashboard experience in Tableau or Power BI

• Clear communicator with technical and non-technical audiences alike

• Strategic curiosity — interested in how data connects to business outcomes

Nice to Have

• Background in marketing analytics, lead generation, or revenue operations

• Familiarity with customer segmentation or conversion analysis

• Relational database design experience beyond query writing

• BI tool administration or reporting automation experience

• Prior experience evaluating or improving existing analytical models

What Success Looks Like

• A reporting suite leadership trusts and relies on daily

• Existing analytical models audited, validated, and improved

• Cross-functional partners who come to see you as a strategic resource.

• A data environment measurably more efficient and scalable than the one you inherited

What We Offer

• $70,000–$90,000 salary

• Comprehensive benefits package: medical, dental, vision, 401(k) with company match