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Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Lead initiatives to build intelligent insights and automated analysis workflows that improve efficiency and decision-making.
- Identify high-impact Finance Operations use cases and translate them into scalable analytical and decision-support solutions.
- Partner with Finance Operations, Data, and other cross-functional teams to design, scale, and automate financial data products and dashboards.
- Lead the design of scalable datasets, analytical models, and dashboards that enable forecasting, performance tracking, and risk management.
- Design robust datasets and perform complex SQL queries across multiple systems to ensure data accuracy, usability, and scalability.
- Lead complex analyses (e.g., revenue, cash flow, bad debt) to uncover drivers of performance and turn insights into measurable outcomes.
- Present insights to senior leadership and produce executive-level materials with clear, data-driven narratives.
- Influence cross-functional teams (Finance, Finance Operations, Sales, Data Engineering) by bringing structure to ambiguity and driving alignment.
Requirements
What you’ll need- Bachelor’s degree in a quantitative or business field (e.g., Finance, Economics, Math, or related discipline).
- 2+ years of experience leading large-scale analytics initiatives or programs; SaaS and finance operations (order to cash) experience preferred.
- Proven experience building analytical or decision-support solutions (e.g., intelligent insights agents, automated analysis workflows).
- Strong SQL expertise, with the ability to design robust datasets and perform complex queries across multiple systems.
- Strong analytical depth and business acumen, with the ability to navigate ambiguity, uncover opportunities, and deliver clear, data-driven narratives.
- Experience applying advanced analytics techniques, including forecasting (e.g., revenue, cash flow, bad debt), segmentation, and regression analysis to identify drivers of performance.
- Strong written and verbal communication skills, including presenting insights to senior leadership and producing executive-level materials.
- Demonstrated experience influencing cross-functional teams with data (Finance, Finance Operations, Sales, Data Engineering).
- Proficiency in data visualization tools (e.g., Power BI, Sigma) and advanced Excel.
- Track record of operating effectively in ambiguous environments, driving clarity, and delivering measurable business outcomes.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SQLdata analysisforecastingregression analysissegmentationanalytical modelsdata productsautomated analysis workflowsperformance trackingrisk management
Soft Skills
analytical depthbusiness acumencommunication skillsinfluencingnavigating ambiguitypresenting insightsdriving alignmentproducing executive-level materialsoperating effectively in ambiguous environmentsdelivering measurable outcomes
