Data Analyst, Finance Analytics
Core
Build trusted financial data foundations and turn complex business data into clear insights for Finance, Sales, Marketing, and RevOps using SQL, data modeling, and AI-enabled reporting.
Role type
Senior IC data analyst (finance analytics)
Builds
Interactive dashboards in Hex, self-serve reporting, and trusted data models for ARR, retention, and subscription metrics.
Domain
SaaS / Financial Analytics
Deliverable
dashboards & analysis
Required skills
SQL (joins, CTEs, window functions), data modeling (star schemas, fact/dimension tables), stakeholder requirement gathering, dashboard iteration, variance analysis, AI workflow automation
Preferred skills
SaaS metrics (ARR, cohorts), BI/AI tools (Hex, Claude Code, Cursor), dbt, enterprise data sources (Salesforce, Stripe, NetSuite)
Technologies
SQL, Hex, dbt, Salesforce, Stripe, NetSuite, Claude Code, Cursor
Responsibilities
Build and iterate interactive dashboards in Hex; Translate business questions into self-serve reporting; Contribute to trusted data models; Support month/quarter-end financial reporting cycles; Automate manual tasks using AI; Partner with Analytics Engineering to productionize reporting sources; Present findings to stakeholders
Seniority
Senior, hands-on IC