Senior Financial Insights Analyst

Overview

This role supports the Finance organization by identifying and closing areas of P&L leakage through rigorous financial and transactional data analysis and by developing narratives that drive action. The team also works through invoice challenges with retailers and serves as an expert across the broader financial ecosystem, with correct invoicing impacting operational success and building trust with retailer partners.

The work is highly visible and high-impact, combining deep financial expertise with AI and automation tools.

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 expert-level understanding of marketplace data, reporting capabilities, and invoicing processes; diagnose invoice challenges and leverage retailer partnerships to resolve them and improve 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 via Google Slides or PowerPoint.
• Maintain strong internal and external stakeholder relationships.
• Prioritize time toward the highest-impact problems and deconstruct ambiguous challenges into efficient, high-quality approaches to resolution.

Requirements

• 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 a strong understanding of data structuring to efficiently answer key questions.
• Ability to craft compelling narratives and identify the most impactful insights.
• Ability to connect large datasets from multiple systems and establish real-time alerting capabilities.
• Experience with Powerpoint / Google Sides.
• Experience writing advanced SQL queries.
• Ability to deal with ambiguity: quickly deconstruct problems into key components, determine where deeper investigation is likely to yield results, and propose an efficient, high-quality approach to solving the problem.

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

• Highly market-competitive compensation and benefits vary by location.
• This role is remote.
• Base pay range depends on permanent work location.

US base pay ranges:

• CA, NY, CT, NJ: $152,000—$160,500 USD
• WA: $146,000—$154,000 USD
• OR, DE, ME, MA, MD, NH, RI, VT, DC, PA, VA, CO, TX, IL, HI: $140,000—$147,500 USD
• All other states: $127,000—$134,000 USD

Offers may vary based on candidate experience and skills required for the role. This role is also eligible for a new hire equity grant and annual refresh grants.

Location

Remote. Base pay range depends on permanent work location.