Lead Financial Data Analyst

The role

You will translate large operational datasets into strategic financial frameworks. You will scale financial data infrastructure, replace legacy reporting with automated pipelines, and deliver analytics to leadership.

What you will do

• Partner with Data Engineering to design, optimize, and maintain financial data warehouses using Snowflake
• Define, write, and maintain complex SQL queries and dbt models
• Manage spend forecast and actuals data in Pigment
• Architect automated pipelines to track key user metrics
• Leverage Python and AI to improve user cohort performance forecasting and merchant net revenue retention
• Model the financial impact of new pricing models, monetization strategies, or international expansions
• Design and build self-service dashboards using Looker and HEX
• Act as analytical swat team for high-stakes business cases, evaluating corporate development opportunities or M&A modeling

Required qualifications

• 7+ years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company
• Advanced SQL mastery (window functions, CTEs, query optimization)
• Experience with Snowflake, AWS, and HEX
• Experience using dbt for data transformation, or basic workflow orchestration with Airflow
• High proficiency in Python (Pandas, NumPy) and automating financial workflows
• Expert-level creation of dynamic reporting layers in Looker, HEX, and Pigment
• Advanced knowledge of tech unit economics (LTV, CAC, Payback Period, Churn) and corporate finance fundamentals

Benefits

• Medical, dental, and vision coverage starting on Day 1
• Equity (ISOs)
• 401(k) program
• Family planning programs + paid parental leave
• Physical fitness and wellness memberships
• Emotional and mental health support programs
• Unlimited PTO
• 10 paid federal holidays
• Annual, week-long Winter Break
• Flexible work environment
• Lunch reimbursement for in-office employees
• Employee Resource Groups

About the company

Upside created technology to transform brick-and-mortar commerce using online retail sophistication like profit measurement and attribution. The platform helps users earn cashback and helps businesses earn measurable profit.