Overview
A growing organization is seeking a motivated and adaptable Financial Analyst to join their team. This role offers opportunities for career advancement, a comprehensive benefits package, and promotes work-life balance. The ideal candidate is driven to learn, grow, and contribute meaningful insights through data analysis.
Responsibilities
- Create and manage financial dashboards using Looker Studio and Big Query
- Develop methods for calculating and reporting financial metrics across departments, evolving data source strategies to meet business needs
- Build and maintain financial models to forecast performance, assess scenarios, and identify risks and opportunities
- Prepare detailed reports 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 using SQL to uncover trends, patterns, and root causes of business challenges
- Translate technical data findings into actionable strategic recommendations for non-technical leadership and department leads (Sales, Product, Finance, Operations)
- Partner with Product and Sales teams to develop pricing strategies for products
- Utilize AI and modern analytics frameworks to design and maintain interactive financial tools, calculators, and scenario models
- Evaluate product profitability and vendor cost structures, building analytical models to assess pricing changes and identify margin improvement opportunities
- Create financial presentations for the Executive Leadership Team
- Serve as project manager for various company-wide initiatives
Requirements
- Must be currently authorized to work in the U.S. without sponsorship now or in the future
- Must reside in one of the following states: AZ, FL, IL, LA, MD, MI, MN, MO, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, or WI
- Ability 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 2–4 times per year
- Minimum 18 years of age
- For remote 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
- Bachelor's Degree in Business, Finance, Data Science, or equivalent
- 4+ years of professional experience in Data or Financial Analytics, including:
- Understanding financial data and translating it into actionable strategies
- Experience with data pipelines, SQL, machine learning, and visualization
- Interpreting analytics and metrics
- Building metric dashboards, pricing tools, or calculation methods
- Intermediate or higher proficiency in Excel
- Professional experience with cloud data warehouses such as Big Query, Snowflake, or similar
Preferred Qualifications
- Experience working in Accounting or Finance within a SaaS company
- Experience with Google Suite tools, including Looker Studio and Google Sheets
- Experience with AI technologies
Additional Skills
- Strong analytical skills and attention to detail
- Ability to maintain confidentiality
- Excellent time management and organizational skills
- Exceptional verbal and written communication skills
- Self-motivated with the ability to work independently
- Strong understanding of accounting policies and rules
Compensation & Benefits
- Pay range: $75,200 to $90,300 annually (actual pay depends on position, location, qualifications, market conditions, and business needs)
- Compensation may include bonuses depending on the position
- Benefits package includes paid vacation, paid parental leave, sick leave, flex days
- Medical, dental, and vision insurance
- Dependent spending account, health savings account, life and disability insurance
- Fertility benefits
- Employee Assistance Programs
- Profit sharing and 401(k) employer match
Location
This is a teleworking-first role with options for work from home or hybrid arrangements. Applicants must reside in one of the following U.S. states where the organization holds business licenses: AZ, FL, IL, LA, MD, MI, MN, MO, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, or WI.
Candidates should expect a fair and transparent hiring process including identity verification, video interviews, technical skills validation, and verification of employment, education, and work authorization. Misrepresentation or falsification of information will result in disqualification.
The employer is an Equal Opportunity Employer and welcomes applicants with disabilities and veterans.