Senior Financial Data Analyst

Summary

Join PandaDoc as a Data Analyst specializing in financial data and health. This role integrates data analytics and financial analysis to enhance decision-making. You will partner with C-level executives, leverage analytical skills, develop predictive models, and generate insights to guide investment choices. The ideal candidate is highly motivated, a team player, and comfortable working at all levels of the organization. This is a chance to be part of a dynamic, growing Strategic Finance team. You will be responsible for collecting, analyzing, and interpreting large datasets to improve business results and collaborate with cross-functional teams.

Requirements

• Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
• Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
• Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
• Relationship Building: Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management with ability to influence at all levels
• Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups
• Technical Skills: SQL, Tableau, Snowflake and Pigment a plus
• Bachelor's degree in Computer Science, Mathematics, Statistics, Economics, or a related quantitative field
• 3+ years experience in Data Analytics
• 3+ years of proficiency in data manipulation, i.e., SQL and Python
• 3+ years of experience building well-designed dashboards using Tableau, PowerBI, or similar software. High proficiency with FP&A system, especially Pigment Planning preferred
• Advanced Excel and strong PowerPoint skills are required

Responsibilities

• Possess the ability to collect, analyze, and interpret large volumes of data, enabling evidence-based decision-making
• Improve business results through creating best-in-class metrics, analysis, visualizations, and data-driven storytelling
• Collaborate with the Product team to enhance revenue, retention, and engagement metrics. This includes conducting A/B testing, performing insights analysis, and developing dashboards
• Monitor and maintain the integrity of a wide range of tools and models used to streamline workflows and personalize the player experience, in collaboration with other data analysts and scientists in the org
• Ensure data accuracy and integrity throughout the pipeline, partner with data engineering to implement validation and error-handling procedures. Automate data extraction to improve efficiency and reduce manual effort
• Collaborate effectively with cross-functional teams, including product managers, engineers, and business leaders, to gather requirements, prioritize projects, and deliver actionable insights

Preferred Qualifications

• Advanced degrees (Masters or PhD) are a plus
• 2+ years of investment banking, management consulting or experience within the finance team of a technology company preferred
• Excellent financial modeling and analysis skills
• Experience programming to extract, transform and clean large (multi-TB) data sets
• Ability to translate complex concepts into simple takeaways and are not hesitant to voice your point of view
• Prior experience with SalesForce.com or ERP/NetSuite
• Prior experience in a high-growth high tech/software/SaaS organization is a plus

Benefits

• Employees may be able to purchase company stock (or receive annual bonuses)
• Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans
• Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company paid holidays off per year
• The annual OTE is up to $180,000 (base + bonus combined)