Senior Financial Data Analyst
Core
Senior Financial Data Analyst supporting Customer Care operations by analyzing cost drivers, labor optimization, and AI-driven initiatives to drive financial planning and operational decision-making.
Role type
Senior Financial Data Analyst (FP&A)
Builds
Financial forecasts, operational dashboards, and business cases for technology investments
Domain
Self-storage industry / Customer Care Finance
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Financial modeling, advanced Excel, data visualization (Tableau/Power BI), workforce management concepts, operational KPI analysis, ROI evaluation
Preferred skills
Experience with call center operations, AI/automation exposure, vendor performance analysis
Technologies
Excel, Tableau, Power BI
Responsibilities
Support budgeting, forecasting, and long-range planning; analyze key cost drivers including labor and vendor costs; own and enhance reporting for call center operations; partner with leadership to drive cost efficiency; evaluate ROI for AI-driven initiatives like chatbots
Seniority
Mid-Senior, hands-on IC