Role Overview
The Senior Financial Data Analyst is responsible for developing and maintaining the data infrastructure and analytics that support FP&A deliverables including executive reporting for key SaaS metrics: ARR bookings revenue performance product mix and customer retention.
This role plays a critical part in ensuring financial and operational data is accurate consistent and accessible for key stakeholders. The position reports into FP&A with table-stakes partnerships with Accounting RevOps and other Data experts to deliver reliable insights that support strategic decision-making and financial performance management.
Financial Metrics & Reporting Own the development and maintenance of core financial metrics including ARR bookings product performance and retention. Ensure consistent metric definitions and data integrity across financial reporting and executive dashboards.
Executive Reporting & BI Management Design build and maintain financial dashboards and reports within the companys primary Business Intelligence (BI) platform (PowerBI). Ensure dashboards are reliable up-to-date and clearly communicate performance insights for Finance leadership and executive stakeholders.
Financial Performance Analysis Support deep-dive analysis to identify revenue trends performance drivers and potential risks. Support Finance leadership with analytics related to revenue performance pipeline-to-revenue conversion churn trends and growth drivers.
Ad Hoc Financial Analysis Support Finance leadership with steady stream of ad-hoc or custom analytics; incorporate into backlog and future roadmap where it makes sense.
Data & Systems Expertise
Financial Data Systems Understanding Develop a strong understanding of how key operational and financial systems interact across the revenue lifecycle including CRM and ERP platforms. Support the integrity and consistency of data used in financial reporting and analytics. Maintain a working knowledge of data structures in these systems to understand how this data flows end to end. Develop monitoring and data management processes to govern and control key data.
SQL Development Write update and maintain SQL queries and scripts necessary to extract transform and structure data for financial reporting and dashboard development while ensuring data integrity and performance.
Finance Reporting Infrastructure Develop and maintain datasets reports and dashboards across BI tools and source systems to support financial planning forecasting and executive reporting.
ExperienceMinimum of 5 years of experience in a financial data analyst business intelligence finance analytics or similar role supporting Finance FP&A or revenue analytics in an Enterprise SaaS environment.
Communication Ability to effectively bridge technical and business audiences by explaining data methodologies and insights in a clear and practical way.
BI Tool Expertise Extensive hands-on experience building dashboards and reports in BI platforms such as Power BI Tableau Domo or similar tools.
SQL Proficiency Advanced proficiency in SQL including complex query development data transformation and query optimization for reporting environments.
Education Bachelors degree in a quantitative or analytical field.
SaaS Financial Metrics Expertise Strong understanding of the Enterprise SaaS business model and key financial metrics including ARR bookings ACV churn expansion and retention.
Revenue Data Familiarity Experience working with operational revenue data from CRM and finance systems and translating it into financial reporting and analytics.
Systems Familiarity Working familiarity with systems such as Salesforce and NetSuite with an understanding of how operational GTM data translates into financial metrics and reporting.
Communication Skills Excellent written and verbal communication skills with the ability to translate complex data findings into clear actionable insights for finance and executive stakeholders.
Attention to Detail Exceptional attention to detail with a strong commitment to data accuracy reporting consistency and data governance.
Required Experience:
Senior IC
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