# Lead Financial Data Analyst

**Company:** [Upside](https://hotfix.jobs/companies/upside)
**Location:** Washington, DC, Austin, TX
**Role:** Data Analytics
**Salary:** $145k – $180k/yr
**Experience:** 7+ years
**Skills:** SQL, Snowflake, AWS, dbt, Airflow, Python, pandas, NumPy, Looker, Hex, Pigment, Financial Modeling, Forecasting, Unit Economics, Data Warehousing
**Posted:** 2026-08-07

> 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.

## Job Description

## 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.

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