Financial Data & BI Analyst

This Financial Data & BI Analyst is responsible for owning data-driven financial reporting within Finance while also providing support and backup for core financial processes, including month-end close. This position combines technical data capability (data warehouse, BI, reporting infrastructure) with financial analysis and operational support.

What You Will Do

Own Finance reporting tools and dashboards, including Power BI development and maintenance, build and maintain connections to data lake and data warehouse environments, develop and manage data models supporting financial reporting across multiple systems, deliver ad hoc reporting and analysis directly, validate and QA reporting across Sales, Operations, and Product, support development of value stream reporting and product-level P&Ls.

Why It Might Be a Fit

This role requires excellent communication and collaboration, problem-solving skills, accountability and ownership, quality, accuracy, and attention to detail, a desire for continuous improvement and learning, leadership and development skills, strong SQL capability, strong financial acumen, and the ability to translate data into clear financial insights and business implications.

Requirements

• Bachelor’s degree in Business, Finance, Analytics, or a related field preferred.
• A minimum of 3-5 years of experience in financial analysis, reporting, business intelligence, or a related analytical role.
• Experience working with data warehouses and/or data lakes
• Advanced Power BI (data modeling, DAX, performance optimization)
• Experience supporting or participating in month-end close and financial reporting processes
• Experience integrating data from multiple systems (CRM, billing, operational platforms)
• Experience with Salesforce data and reporting structures
• Familiarity with Azure or similar cloud-based data environments
• Background in fintech, payments, or subscription-based business models
• Experience improving or automating close and reporting processes
• Prior experience working between Finance and technical/data teams

Benefits

• Hybrid schedule
• Up to one day per week may be worked remotely
• Telecommuting policy