Sr. Data Analyst - Finance

Accountabilities

• Designing, building, and maintaining scalable data models that support financial forecasting, budgeting, reporting, and ad-hoc analysis.
• Developing and optimizing complex SQL queries for data extraction, transformation, and analysis across large datasets.
• Creating, launching, and maintaining automated executive-level dashboards and reporting solutions using BI tools such as Tableau, Power BI, or Looker.
• Partnering with Data Engineering, Sales Operations, Product, and other teams to integrate and align data sources into a reliable finance data ecosystem.
• Supporting the development and maintenance of data pipelines, ensuring accuracy, completeness, consistency, and timely delivery of financial data.
• Establishing and maintaining strong data governance practices to ensure reliable information for leadership reporting, investor communications, and regulatory needs.
• Investigating complex data issues, identifying root causes, and implementing solutions to improve data quality and operational efficiency.
• Supporting automation initiatives and process improvements to increase scalability and enable self-service analytics.
• Translating complex financial and technical data findings into clear insights for both technical and non-technical stakeholders.
• Performing additional analytical and operational responsibilities as needed to support business objectives.

Requirements

• 3-5 years of experience in data analytics, business intelligence, or financial analytics, ideally within a B2B SaaS or technology environment.
• Advanced SQL skills with experience writing optimized queries, using advanced functions, and managing large-scale data transformations.
• Hands-on experience with modern cloud data platforms and data warehousing technologies such as Snowflake, BigQuery, or Redshift.
• Strong experience with BI and visualization tools, with Tableau experience strongly preferred.
• Ability to support analytics engineering processes, from data ingestion through reporting and dashboard delivery.
• Strong analytical and problem-solving skills with the ability to independently investigate issues and deliver actionable insights.
• Experience improving processes through automation and scalable analytics solutions.
• Excellent communication skills with the ability to explain complex data concepts to business and technical audiences.
• Bachelor’s degree in Data Analytics, Finance, Economics, Statistics, Information Systems, or a related field preferred, or equivalent practical experience.
• Experience with Python or R for advanced analytics, statistical analysis, or predictive modeling is a plus.
• Able to work independently in a remote environment with strong ownership and accountability.

Benefits

• Competitive annual salary range of $120,000 - $130,000 depending on experience, skills, and qualifications.
• Potential annual performance bonus opportunities.
• Employee Stock Purchase Plan (ESPP).
• Enhanced paid time off programs.
• Comprehensive employee benefits package.
• Fully remote work opportunity within the United States.
• Flexible work environment with consideration for candidates across multiple U.S. time zones.
• Opportunity to contribute to impactful healthcare technology solutions through data-driven innovation.
• Collaborative culture focused on inclusion, continuous improvement, and professional growth.