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OneMain Financial·Data Scientist·Technical Phone Screen·Senior

Senior
Apr 2026

Summary

Technical screen for a Data Scientist role at OneMain Financial. The whole thing was basically one long stats and experimentation question broken into four parts. Pretty rigorous for a phone screen, way more math-heavy than I expected.

Questions Asked (4)

Q1

For a two-proportion z-test with baseline conversion of 10% and a target uplift of +1 percentage point, derive the required sample size per arm. Show your formula and actual numbers.

A/B Testing & ExperimentationProduct Analytics & Metrics
Author's notes

I knew the formula going in but fumbled the plug-in.

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AI HintsAI Generated

Suggested Approach

Start by stating the two-proportion z-test sample size formula, then plug in the given baseline (p1=0.10) and target (p2=0.11) with standard assumptions (α=0.05 two-sided, power=80%). Compute the required sample size per arm, showing intermediate calculations and final rounded number.

Pro tip: Mention that this is a simplified calculation and that in practice you'd use simulation or tools like power.prop.test in R, and consider continuity correction or unequal allocation if needed.

1. State the formula

Present the standard sample size formula for comparing two proportions: n = (Z_{α/2} + Z_β)^2 * (p1(1-p1) + p2(1-p2)) / (p2 - p1)^2.

2. Define parameters

Set p1 = 0.10 (baseline), p2 = 0.11 (target), α = 0.05 (two-sided), power = 0.80. Thus Z_{α/2} = 1.96, Z_β = 0.84.

3. Compute intermediate values

Calculate p1(1-p1) = 0.09, p2(1-p2) = 0.0979, sum = 0.1879. Difference (p2-p1) = 0.01, squared = 0.0001. Sum of Z's = 2.80, squared = 7.84.

4. Calculate sample size

Multiply: n = 7.84 * 0.1879 / 0.0001 = 1473.136. Round up to 1474 per arm.

5. Interpret and discuss assumptions

State that approximately 1,474 users per arm are needed. Mention that this assumes no continuity correction, equal allocation, and that the test is two-sided.

Key Points to Mention

  • Two-proportion z-test formula for sample size
  • Assumptions: α=0.05, power=80%, two-sided test
  • Baseline conversion rate (10%) and target uplift (+1 pp)
  • Calculation steps and final number (≈1,474 per arm)
  • Limitations: continuity correction, unequal allocation, practical considerations
  • Alternative: using power analysis tools (e.g., R's power.prop.test)

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q2

You are also tracking 10 secondary metrics and need to control the family-wise error rate. What is the adjusted per-metric significance level under Bonferroni correction, and how does that affect your required sample size?

A/B Testing & ExperimentationTechnical Trade-offs
Author's notes

Bonferroni is straightforward, alpha divided by number of tests, so 0.05 / 10 = 0.005.

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AI HintsAI Generated

Suggested Approach

First, state the Bonferroni-adjusted significance level as α/10 (e.g., 0.05/10 = 0.005). Then explain that this stricter threshold reduces power, so you must either increase sample size or accept a larger minimum detectable effect, and quantify the trade-off using the standard sample size formula for two proportions.

Pro tip: Mention that Bonferroni is conservative and can be overly punitive with correlated metrics; suggest alternatives like Holm-Bonferroni or false discovery rate (FDR) control if the business context allows, showing you understand practical trade-offs beyond textbook formulas.

1. State the adjusted significance level

Calculate the Bonferroni-corrected alpha as the original alpha divided by the number of metrics (e.g., 0.05/10 = 0.005). Clearly explain that this controls the family-wise error rate at 5%.

2. Explain the impact on power and sample size

A smaller alpha reduces statistical power for a fixed sample size. To maintain the same power (e.g., 80%), the required sample size per variant increases, typically by a factor related to the ratio of z-scores squared.

3. Quantify the sample size increase

Use the sample size formula for two proportions: n = 2*(z_{α/2} + z_β)^2 * p(1-p) / Δ^2. Show that z_{α/2} increases from ~1.96 to ~2.81 for α=0.005, leading to a larger n.

4. Discuss practical implications and alternatives

Acknowledge that the required sample size may be infeasible. Suggest prioritizing a smaller set of primary metrics, using sequential testing, or applying less conservative corrections like Holm or FDR.

Key Points to Mention

  • Bonferroni correction formula: α_adjusted = α / m, where m is the number of metrics.
  • Family-wise error rate (FWER) definition and why it matters with multiple comparisons.
  • Trade-off between Type I error control and statistical power.
  • Sample size formula for two-proportion z-test and how it depends on alpha and beta.
  • Alternatives to Bonferroni: Holm-Bonferroni, Benjamini-Hochberg (FDR), or pre-registering a primary metric.
  • Business context: cost of false positives vs. cost of larger sample size or longer experiment duration.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q3

If you plan to peek at results daily over 14 days, describe a valid sequential testing approach such as O'Brien-Fleming or Pocock alpha-spending and explain how it changes the stopping boundary.

A/B Testing & ExperimentationTechnical Trade-offs
Author's notes

I had studied this but my explanation came out muddled.

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AI HintsAI Generated

Suggested Approach

Start by acknowledging the multiple testing problem: peeking daily at 14 days inflates Type I error. Then describe a sequential testing approach like O'Brien-Fleming or Pocock alpha-spending, explaining how it adjusts the stopping boundary at each interim look to control the overall false positive rate. Finally, discuss the trade-offs between the two methods in terms of early stopping and power.

Pro tip: Mention that O'Brien-Fleming is conservative early and more permissive later, making it ideal when early results are unlikely to be definitive, while Pocock maintains a constant boundary and is better for detecting large effects early. Also note that these methods require pre-specification of the number and timing of looks.

1. Identify the problem

Explain that daily peeking over 14 days means 14 interim analyses, which increases the chance of a false positive if no adjustment is made.

2. Introduce alpha-spending

Describe alpha-spending as a method to allocate the overall Type I error rate across interim looks, ensuring the total alpha remains at the desired level (e.g., 0.05).

3. Compare O'Brien-Fleming and Pocock

Explain that O'Brien-Fleming uses very stringent boundaries early (e.g., p < 0.0001) and relaxes them later, while Pocock uses constant boundaries (e.g., p < 0.02 at each look).

4. Discuss stopping boundaries

Detail how the stopping boundary changes: for O'Brien-Fleming, the critical Z-value decreases over time; for Pocock, it remains relatively constant.

5. Highlight trade-offs

Mention that O'Brien-Fleming is better for early stopping when effects are large, but Pocock may stop earlier for moderate effects; both control Type I error but affect power and sample size.

Key Points to Mention

  • Multiple testing problem and inflated Type I error
  • Alpha-spending function and overall significance level
  • O'Brien-Fleming: conservative early, liberal later
  • Pocock: constant boundary across looks
  • Pre-specification of number and timing of interim analyses
  • Impact on statistical power and expected sample size

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q4

What is the practical cost of a Type II error in this specific test, and give one concrete way to reduce beta without increasing alpha. Quantify the trade-off.

A/B Testing & ExperimentationProduct Analytics & Metrics
Author's notes

This was the part I actually felt okay about.

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AI HintsAI Generated

Suggested Approach

Start by defining the specific test context (e.g., A/B test on loan application conversion) and the practical consequences of a Type II error (missing a true improvement). Then propose a concrete method to reduce beta without increasing alpha, such as increasing sample size or reducing variance, and quantify the trade-off in terms of required sample size or test duration.

Pro tip: In financial services, always tie the cost of a Type II error to business metrics like lost revenue or missed opportunities, and mention that reducing beta often requires more traffic or time, which has its own cost. Quantify the trade-off using power analysis to show you understand the resource implications.

1. Define the test and error context

Specify the A/B test scenario (e.g., testing a new loan offer page) and what a Type II error means: failing to detect a true increase in conversion. State the practical cost, such as foregone revenue from not implementing the better version.

2. Identify a method to reduce beta

Choose one concrete approach: increasing sample size, reducing variance (e.g., via stratification or blocking), or using a more sensitive metric. Explain how it reduces beta without changing alpha.

3. Quantify the trade-off

Use power analysis to show the relationship: e.g., to reduce beta from 0.20 to 0.10 while keeping alpha at 0.05, the required sample size increases by a certain factor (often ~1.33x for a one-sided test). Mention the cost in terms of additional traffic or test duration.

4. Relate to business impact

Connect the trade-off to business decisions: e.g., the extra sample size may delay the test by a week, but the cost of missing a 1% lift in conversion could be $X in lost revenue. Show that the trade-off is worthwhile if the expected value of detecting the effect exceeds the cost of additional data collection.

Key Points to Mention

  • Definition of Type II error (beta) and its complement, power (1-beta).
  • Practical cost in a financial context: missed revenue, slower iteration, competitive disadvantage.
  • Concrete method: increasing sample size is the most straightforward way to reduce beta without increasing alpha.
  • Quantification: power analysis formula or rule of thumb (e.g., to halve beta, sample size may need to increase by ~30-50% depending on effect size).
  • Trade-off: additional time, cost, and potential for other errors (e.g., false positives due to multiple testing if not controlled).
  • Alternative methods: reducing variance via stratification or using sequential testing to maintain alpha while increasing power.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.