Senior Financial Data Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Take the initiative to lead advanced analytics projects that affect executive decision-making, including territory optimization and churn-risk identification.

• Collaborate with senior leadership to establish KPIs and reporting frameworks that align with corporate growth goals.

• Provide updates to the leadership team on reporting requests, analysis outcomes, and opportunities for productivity enhancement.

• Discover business opportunities, assess data, model findings, and present analytical insights to leadership.

• Create predictive models and financial forecasts utilizing SQL, Python/R, and BI platforms.

• Employ advanced statistical techniques and machine learning methods for trend analysis and forecasting revenue.

• Develop and implement automated reporting systems and dashboards using Salesforce, Tableau, Power BI, and cloud data solutions.

• Ensure the scalability and accuracy of enterprise-level data pipelines.

• Oversee cross-functional analytics projects from inception to deployment using Agile methodologies and measurable ROI.

• Assess emerging technologies and vendors, contributing to technology roadmaps and adoption strategies.

• Identify areas of inefficiency and implement process enhancements to improve data integrity and streamline workflows.

• Promote the adoption of new tools and processes through stakeholder engagement and training efforts.

• Offer technical guidance to junior analysts.

• Set data governance standards and promote analytics excellence across the organization.

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in Finance, Business Analytics, Economics, Statistics, Data Science, or a related field, or equivalent experience.

• An advanced degree is preferred.

• 5–8 years of experience in financial analysis, business intelligence, or sales operations in a SaaS or technology-driven environment.

• Proficiency in SQL, Python/R, Power BI, and advanced Excel modeling.

• Experience with ERP/CRM systems and strong relational database skills are preferred.

• Solid relational database skills, including familiarity with Snowflake or BigQuery, are preferred.

• Strong grasp of sales processes, operational metrics, and financial modeling.

• Demonstrated ability to lead projects, influence stakeholders, and provide insights that drive strategic results.

• PMP or Agile certification is a plus.

• Availability to work five days a week during designated work hours.

• Ability to remain seated for extended periods, typically 7–8 hours a day.

• Capability to operate computers, phone systems, and multiple software programs simultaneously.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• Disability insurance

• 401(k) match

• Annual bonus eligibility

• Restricted stock unit grant based on individual performance

• Career development opportunities

• Fully remote work from home or location of record within the U.S.

• No in-office requirements