Lead Quantitative BI Analyst, Business Intelligence
Solera Holdings, LLC. · Westlake, TX · 3 wk ago
AnalystFull-time
The Role
We are seeking a Quantitative BI Analyst to bridge the gap between advanced financial analytics and enterprise-scale business intelligence. This hybrid role combines deep financial modelling expertise with strong technical skills in data architecture and BI tools, enabling data-driven decision-making across a complex, multi-business SaaS organization.
What You’ll Do
- Build and maintain driver-based three-statement financial models for scenario analysis, forecasting, budgeting, and valuation.
- Perform advanced data mining and statistical modelling on large, complex datasets to identify trends and inform strategic decisions.
- Design and maintain enterprise BI architecture, data science models, pipelines, and warehousing solutions.
- Develop and optimize ETL/ELT processes to ensure data integrity and scalability.
- Create automated dashboards and reporting tools using BI platforms (e.g., Power BI, Tableau) to track financial and operational performance.
- Integrate BI tools with enterprise systems (ERP, CRM) for unified data access.
- Partner with finance, product, and technology teams to refine assumptions, validate models, and align BI solutions with business objectives.
- Present insights and recommendations to senior executives in a clear, structured format.
- Implement data governance standards, metadata management, and ensure compliance with organizational policies.
- Mentor junior analysts and engineers, fostering a culture of continuous learning and innovation.
What You’ll Bring
- Education & Experience: Bachelor’s degree in Finance, Economics, Data Science, or related field; advanced degree (MBA, CFA, CFP or equivalent) is a plus. 7+ years of combined experience in financial analysis and BI/data engineering roles.
- Technical Skills: Advanced proficiency in Excel and financial modelling. Good understanding of data science techniques, SKlearn standard models and applied solutions at scale. 3+ years of experience with SQL, Python (pandas/spark), and BI tools (Power BI, Tableau). 3+ years of experience in data warehousing, ETL/ELT processes, and cloud-based data platforms. Familiarity with SaaS metrics (ARR, NRR, CAC, LTV, churn) and valuation concepts.
- Soft Skills: Exceptional problem-solving ability and attention to detail. Ability to communicate complex technical and financial concepts clearly to non-technical stakeholders. Proven track record of ownership, adaptability, and delivering results in fast-paced environments.