Analyze complex business and financial data to provide actionable insights and support strategic decision-making.
Develop and maintain reports, dashboards, and ad hoc analyses that offer real-time visibility into operational and subscription-based KPI’s.
Build advanced financial and analytical models to forecast performance, assess ROI, evaluate business scenarios, and improve forecast accuracy.
Create compelling visualizations, narratives, and presentations to effectively communicate trends, risks, opportunities, and insights.
Monitor and interpret leading and lagging indicators such as product adoption, customer health, pipeline coverage, and sales velocity to proactively identify business risks and opportunities.
Identify and interpret patterns, trends, and emerging signals—including in situations with incomplete data—using strong analytical judgment, assumptions, and proxies as needed.
Independently identify and pursue industry trends, market developments, and emerging technologies, proactively incorporating relevant insights into analytical approaches and recommendations.
Ensure accuracy and reliability by incorporating robust checks and balances into reports, dashboards, and models.
Collaborate with cross‑functional partners to translate business needs into clear, detailed technical requirements and ensure alignment on definitions and methodologies for core SaaS metrics.
Support database development projects to ensure data standards are met.
Ensure compliance with data privacy regulations and implement solutions accordingly.
Maintain comprehensive documentation for processes, requirements, methodologies, and analytical outputs.

Requirements

7+ years’ experience in financial analysis and business analytics, with at least 3 years in a SaaS environment working with subscription‑based performance metrics such as ARR, MRR, retention, churn, and cohort analysis
Bachelor’s Degree in a relevant field
Solid understanding of data structures, analytics, ETL processing, and data warehousing
Advanced skills in Power BI (Power Query M, DAX), Excel and SQL
Experience with CRM & ERP systems, subscription business models, and SaaS performance metrics; Ed Tech experience preferred
Demonstrate strong self-direction by proactively identifying emerging trends, relevant metrics, and analytical opportunities, leveraging innovative approaches to obtain insights and inform decision making
Proven ability to support data-driven decision-making, at all levels, through well-structured analysis, clear narratives, and strategic recommendations.
Solid understanding of core financial, subscription revenue, and business concepts.
Strong data visualization and data storytelling capabilities
Exceptional analytical, critical thinking, and problem-solving skills
Ability to manage multiple priorities meet deadlines, and work in a fast-paced environment
High attention to detail, confidentiality, and sound professional judgement.

Benefits

We cover 100% of your premiums for medical, dental and vision coverage and 50% for your dependent’s medical and dental premiums
Retirement plan + company match up to 3%
A flexible work subsidy: $100 per month that you can use on things like phone and internet costs, office supplies, or even commuting costs
16 paid holidays (including winter break and 1 floating holiday), 3 weeks' vacation in your first year, and separate sick leave accrual
Other great benefits include: monthly contribution to childcare and/or dependent expenses, FSA account, parental leave, sabbatical leave, employee assistance program, annual wellness reimbursement, growth and development opportunities, disability and life insurance.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisbusiness analyticsdata structuresETL processingdata warehousingPower BIExcelSQLdata visualizationdata storytelling

Soft Skills

analytical judgmentcritical thinkingproblem-solvingself-directionattention to detailcommunicationcollaborationtime managementstrategic thinkingadaptability