Finance Analyst
Insight Global
Primary Responsibilities
• Analyze large volumes of customer, subscription, and revenue data to identify performance trends, risks, and growth opportunities.
• Build and maintain recurring revenue reporting focused on ARR, MRR, retention, churn, expansion, bookings, and customer lifecycle metrics.
• Write complex SQL queries to collect, validate, transform, and analyze large datasets from multiple business systems.
• Develop dashboards and executive reporting in Tableau, Power BI, or similar visualization tools.
• Partner with Finance, Revenue Operations, Product, Sales, and Executive Leadership to answer strategic business questions through data.
• Analyze customer-level data, customer IDs, usage trends, renewals, expansions, and retention performance.
• Structure large datasets into meaningful reporting frameworks that drive business decisions.
• Identify leading indicators within ARR performance and create scalable reporting solutions around those metrics.
• Support annual planning, forecasting, and long-range planning initiatives through advanced data analysis.
• Deliver executive-ready insights and recommendations based on quantitative analysis.
Required Skills & Experience
• 5+ years of experience in FP&A, Revenue Analytics, Strategic Finance, Business Analytics, or Financial Data Analytics.
• Advanced SQL experience with the ability to write and optimize queries against large datasets.
• Expertise developing reports and dashboards in Tableau and/or Power BI.
• Strong experience working with SaaS business models and recurring revenue environments.
• Experience analyzing ARR and related SaaS metrics.
• Ability to work with millions of transaction or customer-level records and identify business trends.
• Experience translating raw data into strategic recommendations.
• Advanced Excel modeling and analytical skills.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
$116k - $166k
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