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About the Company

Our client is building one of America's leading AI-powered financial wellness platforms. Combining AI, automation, and financial intelligence, they're creating a full-stack money coach that helps consumers build, manage, and grow their financial lives.

Backed by experienced founders and operating at startup speed, they're scaling rapidly and using AI to redefine how modern fintech companies make data-driven decisions.

• Location: Remote (United States) | Phoenix, AZ (Hybrid-Preferred)
• Employment Type: Full-time
• Work Authorization: Required for USA

About the Role

As Head of Data, you'll build and lead the company's data function while remaining deeply hands-on. This isn't a traditional management role, you'll personally analyze data, shape the technology stack, implement AI-driven workflows, and establish the analytical foundation that powers every strategic decision across the business.

Working directly with leadership, you'll combine technical expertise, business acumen, and AI to build a lean, high-impact data organization capable of operating at startup speed.

What You'll Do

• Build and own the company's data function from the ground up
• Audit and improve existing data infrastructure, tooling, and processes
• Lead a lean data team while remaining hands-on with analysis
• Leverage AI to automate workflows and increase team productivity
• Analyze large datasets to answer strategic business questions
• Deliver investment-grade analyses, dashboards, and executive briefings
• Establish data governance, reporting standards, and analytical best practices
• Partner with Product, Finance, Operations, and Leadership to drive business decisions
• Continuously improve the company's AI-enabled data capabilities

What We're Looking For

• Experience in financial analysis, investment analysis, private equity, business analytics, or data-heavy roles within high-growth SaaS, fintech, or consumer technology companies
• Strong hands-on experience working with large datasets
• Excellent SQL and modern analytical tooling experience
• Strategic mindset with strong commercial understanding
• Experience implementing AI tools and AI-powered workflows
• Outstanding communication and storytelling skills with executive stakeholders
• Builder mentality with high ownership and execution focus
• Based in the United States (Arizona preferred)

Nice to Have

• Consumer fintech experience
• Startup or founder-led environment
• Business Intelligence platforms
• Python, SQL, or modern analytics stack
• Experience building data functions from the ground up
• Investment banking, consulting, or private equity background

What We Offer

• Competitive salary plus meaningful equity
• Flexible remote work
• Health, dental, and vision insurance
• Unlimited paid time off
• High ownership with direct access to founders
• Opportunity to build an AI-first data organization from day one
• Collaborative, ambitious, and mission-driven culture

Build the AI-powered data function shaping the future of consumer financial wellness...