Financial BI Analyst (Contractor)

About the role: 

You will own the process of generating key reports, visualizing data, ensuring data quality, and collaborating with various teams to improve sales effectiveness and revenue growth.

 A day in the life of our Financial BI Analyst:

Key Responsibilities

Data Modeling & Analytics Enablement
•    Utilize historical data and trends to accurately forecast future business outcomes.
•    Design optimized data models to support revenue forecasting, financial planning, and sales performance analytics.
•    Enable self-service analytics by developing datasets for BI tools like Looker, Power BI, or Tableau.
•    Apply machine learning models, when appropriate, to derive deeper insights and enhance forecasting accuracy.

Performance Optimization & Data Governance
•    Improve query performance using indexing, partitioning, and caching strategies.
•    Ensure data quality, governance, and compliance (GDPR).
Business Collaboration & Strategic Insights
•    Partner with Finance, FP&A, and Sales Ops to translate business needs into scalable data solutions.
•    Support executive decision-making with data-driven insights on revenue, profitability, and sales performance.
Innovation and Documentation
•    Drive automation and process improvements to reduce manual reporting efforts.
•    Document all processes, etc.

Who We’re Looking For

Qualifications and Skilled    
Required: 
•    Bachelor's degree in a quantitative field (e.g., Business, Finance, Economics, Mathematics, Statistics, Computer Science) or equivalent experience. 
•    Proven experience (3+ years) in a business operations, data analysis, or sales operations role, preferably in a SaaS environment.
•    Strong proficiency in Excel, including advanced formulas and data manipulation techniques.
•    Experience with project management and communication tools such as Confluence, JIRA, and Slack
•    Strong data storytelling skills and visualization experience.
•    Experience working in cross-functional teams supporting finance, accounting, or business intelligence functions.
•    Strong communication and presentation skills, with the ability to effectively communicate complex data to both technical and non-technical audiences.
•    Ability to work independently and as a part of a team
Preferred: 
•    Experience working with CRM databases (Salesforce,  Netsuite, or UKGdata sources preferred).
•    Experience with relational databases, SQL (experience with Snowflake, Databricks) preferred.
•    Experience using Microsoft Power BI for data visualization in a financial or corporate setting.
•    Strong attention to detail with the ability to monitor data accuracy and reliability throughout the various phases of the data pipeline.

The hourly rate for this role is $60-$69/hr.  Actual compensation packages within this range are based on a wide array of factors unique to each candidate and role requirements, including but not limited to skill set, years and depth of experience, certifications, and specific location.

Our Benefits

• 🏥 Healthcare coverage 
• 🤓 Prescription drug, vision, and dental plans
• 💸 HSA and FSA accounts
• ❤️ Life and AD&D insurance; disability coverage where applicable   
• 🌅 Retirement 401(k) Plan Option with Altium match
• 🧘 Calm App and Employee Assistance Program 
• 🏖 Paid holidays plus a “Choice Day” off per quarter       
• ✈️ Paid time-off rising schedule upon key milestones
• 🤒 Sick time for Dr. appointments or family health needs
• 👶 Family medical, maternity, paternity, and military leave
• 🏡 Flexible working arrangements available based on role and location
• 🖥 Home internet allowance
• 🥪 Free lunch, snacks and drinks every day in office
• 🚗 Free parking