Data Analyst, Finance

Overview

This role is for a mid-level Data Analyst focused on financial data, forecasting, reconciliation, and reporting in a DTC e-commerce environment. You will own the accuracy behind revenue numbers, partner closely with Finance, and translate raw transaction/payment data into trustworthy financial reporting and forecasts.

Responsibilities

Forecasting

• Build and maintain forecasts for revenue, orders, subscription renewals, and expenses by brand and channel, updating models as actuals arrive.
• Track forecast vs. actuals, explain variances, and flag meaningful misses to Finance.
• Update scenarios and assumptions used for budget planning.

Financial Reporting & Unit Economics

• Build and maintain reporting covering revenue, gross vs. net sales, discounts, refunds, COGS, and contribution margin by brand, channel, and product.
• Report on unit economics including contribution margin, payback, and profitability by brand, channel, and product.
• Support month-end close with timely, tied-out data.
• Produce variance reporting that explains what changed and why.

Financial Data Integrity & Reconciliation

• Lead investigations into revenue discrepancies by reconciling payment processor data (Stripe, Shopify Payments, Amazon) with bank deposits, internal database records, and accounting (QuickBooks).
• Reconcile marketing spend across ad platforms and invoices against finance records.
• Partner with Finance and Data Engineering to fix discrepancies at the source.
• Document business logic behind financial metrics so teams use consistent definitions.

Data Transformation & Visualization

• Handle the “last mile” of data preparation using KNIME or dbt (or similar tools such as Alteryx or Python/Pandas).
• Write efficient SQL to transform raw transaction data in Snowflake into datasets that reflect financial business rules.
• Design, build, and maintain dashboards in Sigma for Finance and leadership.

Requirements

• 2–3 years of specific data analysis experience, ideally supporting finance (not a junior analyst or senior data architect role).
• Hands-on forecasting experience building and maintaining financial forecasts (e.g., revenue, orders, or expenses) using SQL, spreadsheets, or a BI tool.
• Strong financial acumen, including comfort with revenue recognition, COGS, gross vs. net sales, and contribution margin.
• Proven DTC e-commerce experience required, including comfort working with Shopify, Amazon Seller Central, and Stripe data.
• Strong proficiency with Snowflake (SQL) and Sigma. Experience with Tableau, Looker, or Power BI is acceptable if you can adapt quickly.
• Advanced Excel or Google Sheets skills.
• Competency in KNIME or dbt preferred (Alteryx or Python experience is acceptable if you can adapt quickly).
• Familiarity with ELT tools (e.g., Hevo, Fivetran, Airbyte, Azure, etc.) to communicate effectively with the Data Engineering team.

Preferred Qualifications

• Understanding of how Shopify order data maps to processor payouts and bank deposits, including where fees, refunds, and chargebacks create gaps.
• Understanding of QuickBooks report structures.

Compensation & Benefits

• Salary: $80,000 - $100,000 depending on experience
• Excellent medical, dental, vision, and life insurance
• Fully remote, full-time position
• Monthly WFH stipend
• Generous Paid Time Off program
• Discounted products

Location

Fully remote, full-time position.