Overview
The organization is seeking a motivated, adaptable Data Analyst (Finance) to support analysis, evaluation, and optimization of financial and operational performance in an agile environment.
This role sits at the intersection of finance and data—building automated reporting systems, developing predictive analysis tools, creating financial calculators, and partnering with multiple departments to inform operational and pricing strategies.
Responsibilities
- Develop methods for calculating and reporting financial metrics across departments and teams, including determining and evolving data source strategy to meet business needs
- Develop and maintain financial models to forecast future performance, assess different scenarios, and identify risks and opportunities
- Perform end-to-end analysis using advanced data mining to extract intelligence from data and provide strategic insights and recommendations
- Prepare detailed reports, dashboards, and presentations for stakeholders and senior management
- Collaborate with product and engineering teams to optimize data structures and standards for data ingestion
- Query and analyze large datasets to uncover hidden trends, patterns, and root causes of business problems
- Translate technical data findings into actionable strategic recommendations for non-technical leadership and department leads (e.g., Sales, Product, Finance, Operations)
- Partner with Product and Sales departments to develop pricing strategies
- Leverage AI and modern analytics frameworks to design and maintain interactive financial tools, calculators, and scenario models
- Evaluate product profitability and vendor cost structures by building analytical models to assess pricing changes and identify margin improvement opportunities
- Define and drive Finance Department data strategy to ensure it remains scalable, accurate, and consistent
- Create presentations for Executive Leadership Team
- Serve as a project manager for various company-wide projects
Qualifications
- Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future
- Must be located in AZ, FL, IL, LA, MD, MI, MN, MO, NJ, NV, NY, OH, OR, TN, PA, TX, VA, WA or WI
- Must be able to travel and attend in-person meetings, training, and business events at company offices and other U.S. locations, including Madison, WI and St. Louis, MO, up to 1-2 times per year as required
- Must be minimum 18 years of age
- For remote or full remote work-from-home positions: reliable high-speed internet, a dedicated professional workspace, and a functioning webcam are required; this role operates in a camera-on, video-first environment, and regular video participation is a condition of employment
- Bachelor’s Degree or higher in Business, Finance, or Data Science or equivalent
- 4+ years of professional work experience as a Data Analyst or Data Analytics performing the following duties:
- Extracting, cleaning, and analyzing complex datasets to drive actionable business strategies
- Writing SQL queries and managing data pipelines
- Transforming raw data and analytics into strategic business recommendations
- Building intuitive metric dashboards and automated reports (Tableau, PowerBI, etc.)
- Professional work experience with cloud data warehouses (e.g., BigQuery, Snowflake, or similar)
- Intermediate level proficiency or higher in Excel
Preferred Qualifications
- Experience working in Accounting or Finance for a SaaS company
- Google Suite experience (Looker Studio, Google Sheets)
- AI experience
Compensation & Benefits
- Pay Range: [$77,000-$92,500]
- Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operational business needs. Depending on the position, compensation may also include bonuses.
- Benefits package includes paid vacation, paid parental leave, sick leave, and flex days; medical, dental, and vision insurance benefits; dependent spending account, health savings account, life and disability insurance; fertility benefits, Employee Assistance Programs; profit sharing and 401(k) employer match.
Location
Teleworking-first organization with work from home and hybrid employees. Residents of the following United States are invited to apply for work from home opportunities, as these are the locations where business licenses are held: AZ, FL, IL, LA, MD, MI, MN, MO, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA and WI.