Strategic Analytics Principal

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more, you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany.

About the role

As the Strategic Analytics Principal, you will be a hands-on member of the Data & Analytics team within the CFO organization. This is a role for an expert generalist, someone with the analytical depth to master any problem and the range to own the outputs, actions, and tools that come out of the work. Your primary mission is to deliver strategic insights and drive data analytics solutions, turning business questions and opportunities into data-driven recommendations and tools that leadership can trust and act on. You will spend most of your time in the data — querying, modeling, analyzing, and building — and you will actively leverage AI tools to drive greater business value and unlock innovation.

Responsibilities

• Analytics and Insights Delivery: Serve as a go-to analyst for stakeholders across Finance on analytics projects. Lead and execute high-impact deep dives into complex topics like revenue leakage, product profitability, and margin optimization.
• Abstract Problem Solving: Structure the problem, identify the levers, and define the success criteria when the business doesn’t know where to start.
• Hands-on Investigation: Act as the "Lead Detective" for Finance. When a KPI fluctuates, run deep-dive discovery, identifying root causes across sales, product, usage, and financial data.
• Data Storytelling: Build and present a clear data story and strategic narrative. Synthesize complex analytical findings into crisp, high-impact decks that lead with the "So What" and end with a clear call to action.
• AI-Assisted Delivery: Leverage AI tools — copilots, skills and plugins, LLM-assisted SQL and analysis, and workflow automation — to accelerate delivery, cut manual effort, and prototype new analytical approaches.
• KPI Architecture: Define, standardize, and govern the core metrics for the Finance organization. Ensure "metric consistency" across the company, eliminating drift between different departments.
• Data Logic & Governance: Own the logic layer. Ensure the calculations and definitions connecting raw data to models, reports, and solutions are sound and consistent.
• Product Ownership: Own data products and solutions — data & BI tools, analytics agents, decision engines — across their lifecycle in close partnership with data and analytics engineers, platform architects, and technology teams.

Requirements

• Bachelor’s degree or equivalent in a quantitative discipline such as engineering, mathematics, statistics, business, economics, etc.
• MBA or Master’s in a quantitative discipline such as Finance, Economics, Analytics, etc. preferred.
• 5+ years of experience in data, analytics, financial planning and analysis, data products, or management consulting.
• Superior presentation and communication skills with a proven track record of delivering data stories and strategic recommendations to a leadership audience.
• Experience building and managing complex spreadsheet-based quantitative models.
• Experience building or owning data/BI/AI products and solutions.

Skills

• Technical (Required): Advanced Excel, data modeling, and statistical analysis; SQL; at least one BI/visualization tool (e.g., Power BI); and hands-on use of AI/GenAI tools (e.g., Claude, Codex) in daily work.
• Technical (Preferred): Python, Snowflake, dbt or semantic-layer modeling, Streamlit, Salesforce/ERP data, and experience building LLM- or agent-based tools.
• Leadership & Product Mindset:
  • Simplicity over Complexity: Ability to take a complex problem or high-density technical architecture and simplify it for executive use.
  • Executive Presence: Confidence presenting to senior leaders — using data and narrative to make a clear recommendation and field pushback.
  • Business Acumen: Understanding of the levers of a technology business – SaaS economics, product performance, revenue forecasting, financial analysis, etc.
  • Ownership: Demonstrated ownership and entrepreneurial mindset by proactively identifying opportunities, driving initiatives end-to-end, and delivering impactful results in dynamic environments.
  • Product Thinking: Ability to think like a product owner — balancing user needs, technical trade-offs, and business value.

Schedule

This role follows a hybrid work model and is open to candidates based near our New York office. Employees are expected to work on-site a minimum of two days per week. Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs. Occasional travel may be required based on business needs.

Pay

The base salary range for this position is $118,800.00 - $207,200.00. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable.

Benefits

• Health insurance (medical, dental, vision)
• Retirement savings plan
• Paid time off
• Other employee benefits (specific details will be provided during the interview process)