Create and maintain dashboards and models in BI tools (like Power BI, Tableau, or Sigma) that stitch together data from NetSuite, CRM, and product databases into unified views of revenue and operational KPIs.
Provide FP&A-style analysis, including variance, cohort, and trend identification, to explain what the data means and what the business should do about it.
Develop a deep understanding of system data models and integration points to monitor data quality and troubleshoot discrepancies back to their source.
Design AI-integrated workflows to eliminate manual tasks, such as using AI to read signed contracts, extract key terms, and auto-draft entries in NetSuite.
Use AI tools (Claude, ChatGPT, or Copilots) daily to generate hypotheses, run exploratory queries, and summarize findings for leadership.
Partner with RevOps, Accounting, and Customer Success to translate their specific data needs into technical analytical solutions

Requirements

3–6 years of experience in business intelligence, data analysis, or FP&A, specifically building reporting that leadership uses for decision-making.
Strong skills in SQL for data transformation, proficiency in at least one BI tool, and advanced Excel or Google Sheets capabilities.
Demonstrated, active daily use of AI tools (Claude, ChatGPT, etc.) to solve real business problems, rather than just a general awareness of the technology.
An understanding of business systems architecture and how data flows between ERPs, CRMs, and billing platforms.
Experience with integration platforms like Workato, Make, or Zapier, or direct experience working with APIs.
The ability to present complex analytical findings to non-technical leadership and explain system-level data flows to stakeholders.
Familiarity with SaaS growth-stage environments, NetSuite, financial modeling, or basic coding in Python or JavaScript.

Benefits

Competitive salary and benefits and equity participation
A dynamic, flexible and fun start-up work environment with a highly talented team

Applicant Tracking System Keywords

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

Hard Skills & Tools

SQLbusiness intelligencedata analysisFP&AExcelGoogle SheetsAI toolsfinancial modelingPythonJavaScript

Soft Skills

analytical skillscommunicationproblem-solvingpresentation skillscollaboration