About Us

At Finance of America, we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our unique range of reverse mortgages allow homeowners 55+ to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals, we provide the financial flexibility they need to move forward with confidence.

Finance of America is guided by five values: We are customer obsessed, they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.

To learn more about us, visit www.financeofamerica.com

Purpose of Role

Responsible for conducting analysis that drives deep understanding of customer behavior, marketing performance, and funnel dynamics across the organization. Builds and manages Power BI dashboards, conducts deep data analysis, and supports performance tracking and forecasting. Ensures data integrity across teams and contributes to testing, modeling, and reporting enhancements.

Expectations

Supports the Director of Customer Analytics with roadmap execution and high-priority initiatives across customer journey, marketing performance, and growth operations.
Conducts in-depth analysis to uncover trends in funnel performance, lead quality, campaign outcomes, and customer behavior.
Builds, manages, and enhances Power BI dashboards and reporting tools for cross-functional stakeholders.
Develops performance tracking frameworks across acquisition channels and lifecycle metrics including attribution, Customer Acquisition Cost (CAC), and Lifetime Value (LTV).
Identifies data gaps or inconsistencies and recommends improvements to tagging, reporting, or data structure.
Collaborates with marketing, product, engineering, and finance teams to ensure data alignment and reliability.
Supports A/B testing and creative test design by analyzing lift, statistical significance, and performance benchmarks.
Contributes to the development and refinement of media mix models to quantify the incremental impact of offline and online channels.
Supports predictive modeling and scenario analysis to inform budget allocation and performance forecasting.
Works with APIs from vendors and internal data warehouses to automate data pipelines and integrate with Power BI for scalable reporting.
Leverages strong organizational and planning skills to improve team processes and maintain clear, effective documentation.
Performs other duties as assigned.

Reports To

Director, Customer Analytics

Qualifications

Qualifications - Education Requirements

Bachelor's Degree

Qualifications - Education - Field(s)/Profession(s)

Marketing, business or related field.

Qualifications - Experience/Skills/Competencies

Minimum 4 years of experience in customer or marketing analytics, ideally in a performance-driven or customer-focused environment.
Advanced SQL skills and ability to manage complex queries and data transformations.
Strong experience using Power BI for building dashboards, creating calculated fields, and structuring data models.
Experience working with APIs and cloud data warehouses to build automated reporting workflows.
Working knowledge of Power Bi, Google Tag Manager (GTM), Google Analytics 4 (GA4), and Microsoft Excel for analytical modeling.
Experience interpreting funnel metrics, user segmentation, and campaign performance.
Experience with media mix modeling (MMM), regression analysis, or other modeling techniques used to evaluate marketing performance.
Understanding of incrementality, attribution, and causal inference frameworks.
Proven ability to recommend, structure, and monitor tests across channels to improve performance.
Proactive in identifying opportunities to improve reporting, channel optimization, and strategic decision-making.

Compensation

The base salary range for this position is ($77,000 - $115,000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate's work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.

Additional Information

The application deadline for this job opportunity is 9/15/2025.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.

Qualifications

Bachelor's Degree
Qualifications - Education - Field(s)/Profession(s)
Marketing, business or related field
Minimum 4 years of experience in customer or marketing analytics, ideally in a performance-driven or customer-focused environment
Advanced SQL skills and ability to manage complex queries and data transformations
Strong experience using Power BI for building dashboards, creating calculated fields, and structuring data models
Experience working with APIs and cloud data warehouses to build automated reporting workflows
Working knowledge of Power Bi, Google Tag Manager (GTM), Google Analytics 4 (GA4), and Microsoft Excel for analytical modeling
Experience interpreting funnel metrics, user segmentation, and campaign performance
Experience with media mix modeling (MMM), regression analysis, or other modeling techniques used to evaluate marketing performance
Understanding of incrementality, attribution, and causal inference frameworks
Proven ability to recommend, structure, and monitor tests across channels to improve performance
Proactive in identifying opportunities to improve reporting, channel optimization, and strategic decision-making

Benefits

The base salary range for this position is ($77,000 - $115,000) inclusive of all geographical differences in the labor market
In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer
We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP

Responsibilities

Responsible for conducting analysis that drives deep understanding of customer behavior, marketing performance, and funnel dynamics across the organization
Builds and manages Power BI dashboards, conducts deep data analysis, and supports performance tracking and forecasting
Ensures data integrity across teams and contributes to testing, modeling, and reporting enhancements
Supports the Director of Customer Analytics with roadmap execution and high-priority initiatives across customer journey, marketing performance, and growth operations
Conducts in-depth analysis to uncover trends in funnel performance, lead quality, campaign outcomes, and customer behavior
Builds, manages, and enhances Power BI dashboards and reporting tools for cross-functional stakeholders
Develops performance tracking frameworks across acquisition channels and lifecycle metrics including attribution, Customer Acquisition Cost (CAC), and Lifetime Value (LTV)
Identifies data gaps or inconsistencies and recommends improvements to tagging, reporting, or data structure
Collaborates with marketing, product, engineering, and finance teams to ensure data alignment and reliability
Supports A/B testing and creative test design by analyzing lift, statistical significance, and performance benchmarks
Contributes to the development and refinement of media mix models to quantify the incremental impact of offline and online channels
Supports predictive modeling and scenario analysis to inform budget allocation and performance forecasting
Works with APIs from vendors and internal data warehouses to automate data pipelines and integrate with Power BI for scalable reporting
Leverages strong organizational and planning skills to improve team processes and maintain clear, effective documentation
Performs other duties as assigned
Director, Customer Analytics

Marketing Analyst

Job Type