Senior Financial Data Analyst

Job Description

Job Description

We are looking for a Senior Financial Data Analyst to serve as a collaborative advisor to finance and business stakeholders by owning and evangelizing all aspects of the forecast process. In this hybrid role, you won't just consume data—you will help build and manage the architecture that drives it. Utilizing your expertise in financial modeling alongside modern cloud data tools like Snowflake and Sigma Computing, you will identify and forecast key business metrics and perform scenario analyses critical to the business planning process.

You’ll lead the entire forecast process as you build, implement, and continuously improve reporting, forecast models, and related data pipelines. You’ll also partner with stakeholders to understand their needs, interpret business trends, and deliver insightful financial and business reporting, ad hoc analyses, and business deep-dives. Your efforts will help the Business Analytics team partner with the business to drive a culture empowered by data-driven insights and decisions. The ideal candidate is a proactive, highly analytical self-starter who bridges the gap between deep corporate finance and modern data engineering.

Our Business Analytics team bridges technology and the business by delivering all forecast, reporting, and ad hoc analysis needs, providing key insights critical to driving the success of the business. We advocate on the business’ behalf to ensure strong, automated data structures are in place to drive data-driven decision-making.

Responsibilities

• Lead the strategic migration of legacy, Excel-based financial models into a scalable, automated architecture utilizing Snowflake and Sigma Computing, empowering business leaders with self-service scenario planning and forecasting capabilities.
• Lead and continuously improve company-wide financial forecasting models and planning processes, leveraging both statistical and business-driven inputs.
• Own the end-to-end development of financial reporting—from designing and querying data models in Snowflake to building interactive, self-service dashboards in Sigma.
• Act as an internal consultant and strategic thought partner to stakeholders across marketing, product, and operations—delivering actionable, data-backed insights.
• Advocate for data-driven decision-making by supporting analytics literacy across the organization and promoting the adoption of self-service BI tools.
• Partner with key stakeholders to assess business performance, identifying trends, gaps, and opportunities through deep-dive analysis.
• Own the definition, development, and evolution of key financial and operational metrics, KPIs, and dashboards to track performance and inform strategy.
• Build and maintain analytical frameworks to evaluate acquisition partner efficiency, channel ROI, marketing spend effectiveness, and retention.
• Partner with marketing and product teams to assess A/B test outcomes, incorporating financial impacts and scenario modeling.
• Develop and present data-driven recommendations , financial models, and storytelling decks for senior and executive leadership, tailoring insights to various audiences.
• Support annual and quarterly planning cycles , providing financial insights and building automated tools to assist teams in achieving financial targets.
• Automate data workflows: Identify opportunities to use scripting (Python/SQL/AI tools) to automate manual data collection, financial reconciliation, and recurring reporting processes.

Desired Skills and Experience

• Experience: 7+ years of experience in financial analysis, forecasting, business analytics, or FP&A, preferably within a subscription, eCommerce, or SaaS environment.
• Advanced SQL & Architecture: Advanced SQL proficiency is required. Experience not just querying, but designing and maintaining data models and pipelines in cloud data warehouses (Snowflake experience highly preferred). Familiarity with delta loading or event-driven data structures is a major plus.
• Modern BI Platforms: Advanced experience building in modern cloud BI platforms (Sigma Computing strongly preferred, or Looker/Tableau/Power BI).
• Spreadsheets & Modernization: Advanced Excel skills with a proven track record of migrating complex, spreadsheet-based financial models into modern, centralized data platforms to improve scalability and reduce key-person risk.
• Marketing & Product Data: Familiarity with digital marketing and product analytics platforms (e.g., GA4, Google Tag Manager, Salesforce Marketing Cloud) and how to join this data with financial outcomes.
• Advanced Financial Modeling: Strong understanding of advanced forecasting concepts, including scenario planning, LTV/CAC modeling, cohort analysis, ROI, and sensitivity analysis.
• Statistical Foundation: Proficiency in statistical methods (e.g., regression analysis, statistical significance testing); familiarity with experimentation frameworks is a plus.
• Executive Communication: Demonstrated success translating complex data into clear, concise executive-level insights and actionable recommendations.
• Business Acumen: Strong curiosity and the ability to connect financial outcomes directly to marketing, product, and customer behavior.
• Agility: Highly organized, detail-oriented, and comfortable working in a fast-paced, collaborative environment with changing priorities.
• Automation & Scripting (Preferred): Proficiency with Python (or R) for data manipulation (Pandas/NumPy), automating repetitive financial data tasks, or interacting with APIs (e.g., pulling data from marketing or product platforms).

Local area candidates are encouraged to apply, and please note we are not able to offer visa sponsorship, visa transfer, or corp-corp arrangements.

Salary Range :

Min: $141,200
Mid: $160,400
Max: $180,300

The pay range reflects the salary amount the Company reasonably expects to pay for the position. It is not a guarantee of actual compensation or a specific payment amount to any candidate. The actual compensation will depend on numerous factors including, without limitation, a particular candidate’s experience, and qualifications.

The Company's Applicant and Worker Privacy Notice can be found here.

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Note for Principal Agencies - Principal agents should not forward resumes to PeopleConnect, as we will not be responsible for any fees arising from the use of resumes submitted from agencies without a prior written and signed agreement and authorized job order for this position in place.

PeopleConnect, Inc. is an equal opportunity employer