Senior Financial Insights Analyst

Overview

This Senior Financial Insights Analyst role sits at the center of the organization’s Finance function, focused on identifying and closing areas of P&L leakage through rigorous financial and transactional data analysis and compelling narratives that drive action.

The team works through invoice challenges with retailers and serves as an expert across the broader financial ecosystem. Correct invoicing for retailers is an operational responsibility that impacts financial success and builds trust with retailer partners.

Responsibilities

• Identify and close P&L leakage through rigorous analysis of financial and transactional data.
• Use AI and automation tools to build and maintain alerting capabilities that surface issues in real time.
• Develop and apply an expert-level understanding of marketplace data, reporting capabilities, and invoicing processes.
• Diagnose invoice challenges and leverage retailer partnerships to resolve them, improving financial outcomes.
• Connect and analyze complex datasets from multiple systems using advanced SQL, Excel or Google Sheets, and Python.
• Synthesize findings into clear, visually compelling narratives and present them to internal and external stakeholders using Google Slides or PowerPoint.
• Maintain strong stakeholder relationships both internally and externally.
• Prioritize time toward the highest-impact problems and deconstruct ambiguous challenges into efficient, high-quality resolution approaches.

Requirements (Minimum Qualifications)

• 5+ years of experience in Strategic Finance, FP&A, Investment Banking, Private Equity, or Management Consulting supporting commercial deals or growth initiatives in technology, e-commerce, marketplace, logistics, or retail.
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related quantitative field (or equivalent practical experience).
• Strong analytical and technical skills, including strong data structuring abilities to efficiently reach answers.
• Ability to craft compelling narratives and identify the most impactful insights.
• Ability to turn insights into an easy-to-understand, visually appealing story that helps convince retailers to take action.
• Ability to connect large datasets across multiple systems and establish real-time alerting capabilities.
• Experience with PowerPoint / Google Slides.
• Experience writing advanced SQL queries.
• Ability to work effectively with ambiguity by breaking problems into key components, identifying where deeper investigation is likely to yield results, and developing an efficient, high-quality approach.

Preferred Qualifications

• 2+ years of experience applying AI solutions to a specific business vertical such as e-commerce, FinTech, or two- or three-sided marketplaces.
• Experience with marketplace or retailer/CPG partnerships, multi-sided platform economics, and/or merchant POS data analysis.
• Hands-on collaboration with Sales or Account Management on deal terms and partner economics.
• Experience in Investment Banking or Consulting.

Compensation & Benefits

• This role is remote.
• Base pay range (dependent on permanent work location). For Canadian based candidates:
  • $126,000—$133,000 CAD
• Offers may vary based on many factors, such as candidate experience and skills required for the role.
• Eligible for a new hire equity grant as well as annual refresh grants.
• Provides highly market-competitive compensation and benefits in each location where employees work.

Location

Remote. Hiring is currently limited to the following Canadian provinces: Ontario, Alberta, British Columbia, and Nova Scotia.