Senior Financial Data Analyst

Overview

This role is responsible for independently planning, leading, and executing advanced analytics projects with strategic impact on revenue growth, operational efficiency, and client experience. You will partner with executives, directors, and key stakeholders to deliver data-driven guidance for sales enablement and operational initiatives, ensuring tools, processes, and insights align with organizational goals.

Responsibilities

• Independently lead analytics projects that influence executive decisions (e.g., optimizing territory assignments or identifying churn risk for high-value accounts).
• Partner with senior leadership to define KPIs and reporting frameworks aligned with corporate growth objectives.
• Meet regularly with leadership to report on current and pending reporting requests, present analysis results, and discuss opportunities to improve productivity.
• Perform independent analysis and lead projects by identifying business opportunities, evaluating data, modeling, and communicating insights to drive strategic decisions.
• Develop predictive models and financial forecasts using SQL, Python/R, and BI platforms to support strategic planning and scenario analysis.
• Apply advanced statistical methods and machine learning techniques for trend analysis and revenue forecasting.
• Design and implement automated reporting systems and dashboards using Salesforce, Tableau, Power BI, and cloud data platforms (Snowflake, AWS, Azure).
• Ensure scalability and accuracy of data pipelines to support enterprise-level analytics.
• Lead cross-functional analytics projects from concept to deployment, applying Agile methodologies and ensuring measurable ROI.
• Evaluate emerging technologies and vendors, providing input on technology roadmaps and adoption strategies.
• Identify inefficiencies and implement process improvements that enhance data integrity and streamline workflows.
• Drive adoption of new tools and processes through stakeholder engagement and training.
• Provide technical guidance to junior analysts, establish standards for data governance, and foster a culture of analytics excellence.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Business Analytics, Economics, Statistics, Data Science, or related field, or equivalent experience; advanced degree preferred.
• 5–8 years of experience in financial analysis, business intelligence, or sales operations within a SaaS or technology-driven environment.
• Expertise in SQL, Python/R, Power BI, and advanced Excel modeling; experience with ERP/CRM systems and strong relational database skills (Snowflake, BigQuery, etc.) preferred.
• Strong understanding of sales processes, operational metrics, and financial modeling.
• Proven ability to lead projects, influence stakeholders, and deliver insights that drive strategic outcomes.
• PMP or Agile certification a plus.

Preferred Qualifications

• Advanced degree preferred.
• Experience with ERP/CRM systems.
• PMP or Agile certification.

Compensation & Benefits

• Base pay range: $86,500 - $107,000.
• Base pay offered may vary depending on job-related knowledge, skills, and experience.
• Eligible for an annual bonus and restricted stock unit grant based on individual performance.
• Full range of benefits included.

Location

• Fully Remote (U.S. Only)
• Work from home or location of record within the U.S., with no in-office requirements.
• Must be available five days per week during designated work hours.
• Work arrangement may change based on business needs and individual performance, which may include adjustments to on-site requirements or schedule expectations.

Physical Requirements

• Ability to sit for extended periods (typically 7–8 hours a day) at a desk or workstation.
• Ability to operate a computer and phone systems, and type, including using multiple software programs and handling inquiries simultaneously.

Equal Opportunity

• Equal opportunity employer.
• Committed to full inclusion of all individuals.
• Reasonable accommodations are provided for applicants and employees with disabilities in accordance with applicable laws.