Overview
This role leads large-scale analytics initiatives within Finance Operations (order to cash), focusing on enabling automated insights, improving decision-making, and delivering measurable business outcomes. The position involves partnering cross-functionally to design robust datasets, build scalable analytical models and dashboards, and translate complex financial performance drivers into clear, executive-ready narratives.
Responsibilities
- Lead initiatives to develop intelligent insights and automated analysis workflows that enhance efficiency and decision-making.
- Identify high-impact Finance Operations use cases and translate them into scalable analytical and decision-support solutions.
- Collaborate with Finance Operations, Data, and other cross-functional teams to design, scale, and automate financial data products and dashboards.
- Design scalable datasets, analytical models, and dashboards to support forecasting, performance tracking, and risk management.
- Perform complex SQL queries across multiple systems to ensure data accuracy, usability, and scalability.
- Conduct complex analyses (e.g., revenue, cash flow, bad debt) to uncover performance drivers and convert insights into measurable outcomes.
- Present insights to senior leadership and produce executive-level materials with clear, data-driven narratives.
- Influence cross-functional teams (Finance, Finance Operations, Sales, Data Engineering) by providing structure in ambiguous situations and driving alignment.
Requirements
- Bachelor’s degree in a quantitative or business field such as Finance, Economics, Math, or a related discipline.
- Minimum of 2 years experience leading large-scale analytics initiatives or programs; experience in SaaS and finance operations (order to cash) preferred.
- Proven ability to build analytical or decision-support solutions, including intelligent insights agents and automated analysis workflows.
- Strong SQL skills with experience designing robust datasets and performing complex queries across multiple systems.
- Deep analytical skills and business acumen, capable of navigating ambiguity, identifying opportunities, and delivering clear, data-driven narratives.
- Experience applying advanced analytics techniques such as forecasting (revenue, cash flow, bad debt), segmentation, and regression analysis.
- Excellent written and verbal communication skills, including experience presenting insights to senior leadership and producing executive-level materials.
- Demonstrated ability to influence cross-functional teams using data (Finance, Finance Operations, Sales, Data Engineering).
- Proficiency with data visualization tools (e.g., Power BI, Sigma) and advanced Excel.
- Proven track record of operating effectively in ambiguous environments, driving clarity, and delivering measurable business outcomes.
Preferred Qualifications
- Advanced degree or relevant certifications (e.g., Master’s in Analytics, Business, or Finance).
- Familiarity with SaaS and financial/financial operations KPIs such as ARR, TCV, churn, revenue, cash, billings, credit, risk, bad debt, payments, and accounts receivable.
- Experience in data modeling and building scalable analytics solutions.
Equal Opportunity Statement
The organization provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.