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UpsideUpside

Lead Financial Data Analyst

Leads the transformation of operational data into financial models, automated reporting, forecasts, and executive dashboards. The role requires 7+ years in FP&A or strategic finance, advanced SQL and Python, and experience with modern data and BI platforms.

About the job

Responsibilities

  • Partner with Data Engineering to design, optimize, and maintain financial data warehouses using Snowflake.
  • Define, write, and maintain complex SQL queries and dbt models that transform raw data into clean, audit-ready financial metrics.
  • Manage spend forecast and actuals data for department budget owners in Pigment; optimize spending through AI exploration and trend analysis.
  • Build automated pipelines to track CAC, LTV, payback periods, and IRR.
  • Use Python and AI to improve user cohort performance forecasting and merchant net revenue retention.
  • Partner with Product and Go-to-Market teams to model the financial impact of new pricing models, monetization strategies, and international expansions.
  • Design and build self-service executive dashboards in Looker and HEX.
  • Evaluate high-stakes business cases, including corporate development opportunities and M&A modeling.

Requirements

  • 7+ years of experience in FP&A or Strategic Finance at a high-growth SaaS or technology company.
  • Advanced SQL skills, including window functions, common table expressions, and query optimization.
  • Experience with Snowflake, AWS, and HEX.
  • Experience with dbt for data transformation or basic workflow orchestration with Airflow.
  • High proficiency in Python, including Pandas and NumPy, and experience automating financial workflows.
  • Expert-level experience creating dynamic reporting layers in Looker, HEX, and Pigment.
  • Advanced knowledge of technology unit economics, including LTV, CAC, payback period, and churn, as well as corporate finance fundamentals.

Compensation and Benefits

  • Tier 1 base salary: $160,000–$180,000 for New York City.
  • Tier 2 base salary: $145,000–$165,000 for Austin, Chicago, and Washington, DC.
  • Eligible for equity and benefits.
  • Medical, dental, and vision coverage starting on Day 1.
  • Equity through ISOs.
  • 401(k) program.
  • Family planning programs and paid parental leave.
  • Physical fitness and wellness memberships.
  • Emotional and mental health support programs.
  • Unlimited PTO, 10 paid federal holidays, and an annual week-long Winter Break.
  • Flexible work environment.
  • Lunch reimbursement for in-office employees.
  • Employee Resource Groups.
  • Learning and Development stipend.

Work Arrangement

  • Hybrid role based in the Austin, Chicago, Washington, DC, or New York City offices.
  • In-office attendance is required Monday, Tuesday, and Thursday.

Skills

SQL, Snowflake, AWS, dbt, Airflow, Python, pandas, NumPy, Looker, Hex, Pigment, Financial Modeling, Forecasting, Unit Economics, Data Warehousing

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