Senior Data Analyst, Financial Analytics
Core
Translate complex financial and operational data into decision-grade analysis for executive leadership to drive revenue trajectory understanding and performance management.
Role type
Senior IC financial data analyst
Builds
Enterprise-level P&L models, production goal-setting models, and finance data infrastructure on Snowflake
Domain
Financial services / Mortgage banking
Deliverable
production ML models | dashboards & analysis
Required skills
Advanced SQL, Power BI, Excel (financial modeling), Python or R, forecasting, P&L construction, data quality definition
Preferred skills
Snowflake/Azure data warehousing, mortgage banking domain knowledge, capital markets analysis, AI-assisted workflow automation, Investor Relations support
Technologies
Snowflake, Power BI, SQL, Excel, Python, R
Responsibilities
Support forecasting of mortgage production and revenue; own intra-quarter pacing analysis for revenue and EPS; automate financial reporting processes; build and maintain P&L models; develop production goal-setting models; support quarterly earnings preparation; contribute to finance data infrastructure buildout; create reporting tools and automated pipelines; surface trends and anomalies to leadership; define and validate data requirements and quality standards; mentor team members
Seniority
Senior, hands-on IC