Jobs · Analyst · Texas

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.

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