Sr. Data Analyst - Finance

Role Overview

Sr. Data Analyst - Finance to support finance teams with accurate, scalable, and actionable insights. The role transforms complex financial data into meaningful information for forecasting, reporting, and strategic decision-making, partnering closely with engineering, operations, and product.

Responsibilities

• Design, build, and maintain scalable data models for forecasting, budgeting, reporting, and ad-hoc analysis
• Develop and optimize complex SQL queries for extraction, transformation, and analysis over large datasets
• Build and maintain automated executive dashboards and reporting using BI tools (Tableau, Power BI, or Looker)
• Partner with Data Engineering, Sales Operations, Product, and others to integrate and align data sources into a reliable finance data ecosystem
• Support development and maintenance of data pipelines (accuracy, completeness, consistency, timely delivery)
• Establish and maintain data governance practices for leadership reporting, investor communications, and regulatory needs
• Investigate data issues, identify root causes, and implement improvements to data quality and operational efficiency
• Support automation and process improvements to increase scalability and enable self-service analytics
• Translate analytical findings into clear insights for technical and non-technical stakeholders

Requirements

• 3–5 years of experience in data analytics, business intelligence, or financial analytics (ideally in B2B SaaS/technology)
• Advanced SQL skills (optimized queries, advanced functions, large-scale transformations)
• Experience designing/managing data models, pipelines, and reporting solutions
• Hands-on experience with cloud data platforms/warehousing (Snowflake, BigQuery, or Redshift)
• Strong BI and visualization experience; Tableau strongly preferred
• Ability to support analytics engineering processes from ingestion through dashboard delivery
• Strong analytical and problem-solving skills; able to investigate issues independently and deliver actionable insights
• Experience improving processes via automation and scalable analytics

Nice to Have

• Experience in finance-focused analytics and/or investor/regulatory reporting contexts