Data Analyst, Finance

Overview

This organization is seeking a mid-level Data Analyst who goes beyond report building. In this role, you will own the truth behind revenue and forecasting for an e-commerce business, partnering closely with Finance to translate raw transaction and payment processor data into reporting and forecasts Finance can trust.

Responsibilities

Forecasting

• Build and maintain forecasts for revenue, orders, subscription renewals, and expenses by brand and channel, and keep forecasts current as actuals come in
• Track forecast vs. actual performance, explain gaps, and flag meaningful misses to Finance
• Update scenarios and assumptions used for budget planning

Financial Reporting & Unit Economics

• Build and maintain P&L reporting covering revenue, gross vs. net sales, discounts, refunds, COGS, and contribution margin by brand, channel, and product
• Report 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 moved and why (budget vs. actual)

Financial Data Integrity & Reconciliation

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

Data Transformation & Visualization

• Handle “last mile” 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 reflecting 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 (hands-on mid-level executor; not looking for Junior Analysts or Senior Data Architects)
• Hands-on experience building and maintaining financial forecasts (e.g., revenue, orders, or expenses) using SQL, spreadsheets, or a BI tool (required)
• Strong financial acumen, including comfort with revenue recognition, COGS, gross vs. net sales, and contribution margin
• Proven DTC e-commerce experience required, with comfort working with Shopify, Amazon Seller Central, and Stripe data
• Strong proficiency with Snowflake (SQL) and Sigma (open to candidates experienced with Tableau, Looker, or Power BI who can adapt quickly)
• Advanced Excel or Google Sheets skills
• KNIME or dbt preferred (open to candidates experienced with Alteryx or Python who can adapt quickly)
• Awareness of ELT tooling (e.g., Hevo, Fivetran, Airbyte, Azure) and ability to communicate effectively with a Data Engineer

Preferred Qualifications

• Understanding of how a Shopify order becomes a processor payout and then a bank deposit, 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