Lead Financial Data Analyst

The Role:

As a Lead Financial Data Analyst, you will own the translation of large operational datasets into strategic financial frameworks. Sitting at the intersection of FP&A and Data Engineering, you will scale our financial data infrastructure, replace legacy reporting with automated pipelines, and deliver high-impact analytics directly to senior leadership and cross-functional business partners.

What You’ll Do:

• Scale Data Architecture: Partner directly with Data Engineering to design, optimize, and maintain financial data warehouses (using Snowflake).

• Owner of Financial Datasets: Define, write, and maintain complex SQL queries and dbt models to transform raw data into clean, audit-ready financial metrics.

• Maintain FP&A Planning Tool: Manage spend forecast and actuals data for department budget owners in planning tool (Pigment) as well as drive optimization of spend through AI exploration and trend analysis.

• Automate Revenue Workflows: Architect automated pipelines to track key user metrics such as CAC, LTV, Payback periods, and IRR.

• Statistical Forecasting: Leverage Python and AI to improve user cohort performance forecasting as well as merchant net revenue retention.

• New Vertical Pricing Support: Partner with Product and Go-to-market teams to model the financial impact of new pricing models, monetization strategies, or international expansions.

• Institutional Dashboarding: Design and build self-service dashboards (using Looker, HEX) that allow executive leadership to track real-time performance of the business.

• Ad-Hoc Strategic Analytics: Act as analytical swat team for high-stakes business cases, evaluating corporate development opportunities or M&A modeling.

What You’ll Need:

• The Technical Core: 7+ years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company

• Databases & Querying: Advanced SQL mastery (window functions, CTEs, query optimization). Experience with Snowflake, AWS, and HEX.

• Data Pipelines: Experience using dbt for data transformation, or basic workflow orchestration with Airflow.

• Programming: High proficiency in Python (Pandas, NumPy) and automating financial workflows.

• Business Intelligence: Expert-level creation of dynamic reporting layers in Looker, HEX, and/Pigment.

• Traditional Finance: Advanced knowledge of tech unit economics (LTV, CAC, Payback Period, Churn) and corporate finance fundamentals.

The fine print:

Location: This hybrid role is based in our Austin, Chicago, DC, or NYC office. In-office attendance is required on Monday, Tuesday, and Thursday and may increase based on project-based needs and changes to Upside’s in-office policy over time.

Compensation: The U.S. base salary range for this full-time position varies by work location:

• Tier 1: NYC $160,000 – $180,000

• Tier 2: Austin, Chicago, Washington, DC $145,000 – $165,000

In addition to base salary, this position is also eligible for equity and benefits.

The final starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. Your recruiter can share more about the specific salary range for your location during the hiring process.

#LI-Hybrid

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

• Flexible work environment

• Lunch reimbursement for in-office employees

• Employee Resource Groups

• Learning and Development stipend

• Transparent culture

• Amazing mission!