Lead Data Analyst (Finance Analytics)
Lead Data Analyst (Finance Analytics)
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Job Description
About Agero:
Wherever drivers go were leading the way. Ageros mission is to rethink the vehicle ownership experience through a powerful combination of passionate people and data-driven technology strengthening our clients relationships with their customers. As the #1 B2B white-label provider of digital driver assistance services were pushing the industry in a new direction taking manual processes and redefining them as digital transparent and connected. This includes: an industry-leading dispatch management platform powered by Swoop; comprehensive accident management services; knowledgeable consumer affairs and connected vehicle capabilities; and a growing marketplace of services discounts and support enabled by a robust partner ecosystem. The company has over 150 million vehicle coverage points in partnership with leading automobile manufacturers insurance carriers and many others. Managing one of the largest national networks of service providers Agero responds to approximately 12 million service events annually. Agero a member company of The Cross Country Group is headquartered in Medford Mass. with operations throughout North America. To learn more visit For technical and other select roles your first day will be spent at our HQ in Medford MA to facilitate a smooth onboarding experience. Willingness to travel is required as you may need to attend on-site team meetings from time to time.
POSITION SUMMARY:
Were looking for a Lead Data Analyst with a specialization in finance data and a strong inclination towards analytics engineering this unique hybrid role youll be instrumental in transforming raw financial data into actionable insights building robust data models and optimizing our data infrastructure to support strategic decision-making across our finance functions.
Youll act as a bridge between finance stakeholders and our data engineering teams ensuring data accuracy accessibility and reliability. If youre passionate about both the intricacies of financial data and the craft of building efficient scalable data solutions we encourage you to apply.
ESSENTIAL FUNCTIONS:
Analytics Engineering & Data Modeling:
- Lead the development of the finance analytics layer owning the business logic that transforms data into reliable metrics for reporting and analysis.
- Serve as the primary author of finance data models building and maintaining transformations(eg. using dbt) on top of the foundation data provided by data engineering team.
- Implement data quality checks and validation processes to ensure the integrity and reliability of financial data.
- Act as a key strategic partner to the data engineering team translating business needs into technical requirements to guide the evolution of the core data infrastructure.
Financial Data Analysis & Reporting:
- Perform in-depth analysis of financial data including revenue expenses profitability forecasting and budgeting.
- Develop and maintain key financial reports dashboards and visualizations to provide clear insights to finance leadership and business partners.
- Identify trends anomalies and opportunities within financial datasets to support strategic planning and operational improvements.
Stakeholder Collaboration & Communication:
- Work closely with finance teams to understand their data needs define requirements and translate them into technical specifications.
- Communicate complex analytical findings and technical concepts clearly and concisely to non-technical business stakeholders.
- Provide training and support to finance users on data tools and dashboards.
Data Governance & Documentation:
- Contribute to the development and enforcement of data governance best practices for financial data.
- Create and maintain comprehensive documentation for data models reports and data processes.
JOB SPECIFICATIONS & ROLE BASED COMPETENCIES - KNOWLEDGE SKILLS AND ABILITIES:
EDUCATION: Bachelors or Masters degree in Finance Economics Accounting Data Science Computer Science or a related quantitative field.
EXPERIENCE: 4 years of experience in a data analysis role with a significant focus on financial data.
ROLE BASED COMPETENCIES (KNOWLEDGE SKILLS & ABILITIES):
- Technical Skills:
- Proficiency in querying analyzing and visualizing large datasets using SQL Python R.
- Experience with cloud data platforms such as GBQ Snowflake or Redshift.
- Experience with data modeling principles and tools (e.g. dbt).
- Proficiency in at least one data visualization tool (e.g. Sigma Tableau Power BI Looker).
- Finance Skills:
- Strong understanding of financial concepts statements (P&L Balance Sheet Cash Flow) and metrics.
- Familiarity with Financial Oracle DB (e.g. EBS R12 Fusion Apps or Workday)
- Excellent analytical problem-solving and critical thinking skills.
- Strong communication and interpersonal skills with the ability to collaborate effectively with both technical and non-technical teams.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
- Bonus Points If You Have:
- Experience with financial planning and analysis (FP&A) processes.
- Familiarity with accounting software or ERP systems.
- Knowledge of advanced statistical techniques for financial forecasting.
WORKING RELATIONSHIPS: This role involves close collaboration with key stakeholders from Finance Product Engineering Customer Success and other Business departments. Additionally the position requires active engagement with analysts and data scientists across the organization fostering opportunities to enhance efficiency and cultivate shared technical knowledge and expertise.
**Please note this role requires being onsite in Medford MA 1-2x per week.
The anticipated closing date to submit applications for this role is September 1st 2025.
The base salary range presented represents the anticipated low and high end salary range for new hires in this position. Your final base salary will be determined based on factors such as work location experience job related skills and relevant training and education. The range listed is just one component of the total compensation package provided by Agero to employees.
Life at Agero:
At Agero youll find a workplace where your unique perspective is not just welcomed its celebrated. We believe that our differences make us stronger and were committed to creating an environment where every employee feels a sense of belonging. If youre looking for a company that values your individuality provides opportunities for growth and champions open communication Agero is the place for you. Join our team and help us drive the future of driver assistance while experiencing a workplace where you can truly thrive.
Benefits Built for Well-being:
Ageros innovation is driven by a workforce where all associates feel like they can truly thrive. Agero offers a wide range of benefits to promote well-being encourage personal development and ensure financial stability. Our benefits include:
- Health and Wellness: Healthcare dental vision disability life insurance and mental health benefits for associates and their families.
- Financial Security: 401(k) plan with company match and tuition assistance to support your future goals.
- Work-Life Balance: Flexible time off paid sick leave and ten paid holidays annually.
- For Contact Center Roles: Accrual of up to 3 weeks Paid Time Off per year paid sick leave and ten paid holidays annually.
- Family Support: Parental planning benefits to assist associates through lifes milestones.
- Bonus/Incentive Programs
Join Agero and experience a workplace that invests in your success both personally and professionally.
*It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Required Experience:
IC
Employment Type
Full Time
