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Lead Quantitative BI Analyst, Business Intelligence

Westlake, Texas💼 Full-time🗓 2026-06-26 → 2026-07-31

Core

Bridge advanced financial analytics with enterprise-scale business intelligence to drive data-driven decision-making for a multi-business SaaS organization.

Role type

Lead Quantitative BI Analyst (Financial Modeling & Data Architecture)

Builds

Driver-based three-statement financial models, scalable BI solutions, automated reporting frameworks, and ETL/ELT pipelines.

Domain

SaaS, Financial Services, Data Engineering

Deliverable

production ML models | dashboards & analysis

Required skills

Financial modeling (three-statement), SQL, Python (pandas/spark), Data warehousing, ETL/ELT, BI tools (Power BI, Tableau), SaaS metrics (ARR, NRR, CAC, LTV, churn), Statistical modeling

Preferred skills

MBA, CFA, CFP, Advanced data science techniques (SKlearn)

Technologies

Excel, SQL, Python, pandas, Spark, Power BI, Tableau, Cloud platforms, ERP, CRM

Responsibilities

Design and maintain financial and operational models; Architect scalable BI solutions and data pipelines; Develop automated dashboards and reporting tools; Integrate BI tools with enterprise systems; Partner with finance, product, and technology teams; Present insights to senior executives; Implement data governance standards; Mentor junior analysts and engineers.

Seniority

Senior, hands-on IC with mentorship responsibilities

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