Senior Analyst Jobs

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🔥 Senior FP&A Analyst
Posted about 3 hours ago

📍 United States

🧭 Full-Time

💸 83000.0 - 120000.0 USD per year

🔍 Finance

🏢 Company: Kiavi👥 251-500💰 $400,000,000 Debt Financing 5 months agoLendingFinancial ServicesReal EstateFinTech

  • Bachelor’s Degree required.
  • Relevant work experience in Accounting, Finance, or Capital Markets required; Corporate or Business Unit FP&A experience a plus.
  • Minimum of 3 years of relevant experience at a management consulting firm, accounting firm, investment bank, private equity firm, investment and/or technology company.
  • Financial modeling: Advanced proficiency in MS Excel required (e.g. Ability to build financial and operational models from scratch utilizing Excel); Adaptive, Workday ERP, Salesforce, SQL (Snowflake), Spiff, and Tableau a plus.
  • A strong work ethic, meticulous attention to detail, and a proactive mindset are essential for this role.
  • Adaptability and drive: Kiavi is a fast-paced, constantly changing environment.
  • Strategy and execution: Capacity to problem solve in a structured way and provide actionable insights to drive growth.
  • Analytical and business rigor: Ability to translate business questions such as “How do we increase our margin?” or “In what ways can we use our balance sheet more efficiently?” meaningful analysis.
  • High-energy & Positive Attitude: A sense of ownership and positive attitude are the keys to success.
  • Effective communication: Strong communication skills that enable you to work productively across disparate functional groups and communicate key findings and solutions persuasively. This also includes clear communication of expectations and managing timing for deliverables.
  • Multi-tasking prioritization expertise: Experience (and preferably enjoyment of) balancing numerous different priorities and demands.
  • Support FP&A management in partnering with business unit stakeholders to drive the annual planning and quarterly forecast process including preparation of operating budgets based on actual results, prior budgets, operational initiatives, and other factors.
  • Perform scenario analyses to provide department leadership with insights on the financial implications of changes in assumptions, strategic shifts, or operational adjustments.
  • Continuously maintain and update financial models, ensuring assumptions align with evolving business activities and delivering accurate financial projections.
  • Oversee the calculation and distribution of Kiavi’s commission plans. Proactively communicate with reporting managers to resolve discrepancies, offer insights into commission plan improvements, and oversee the implementation of plan changes.
  • Develop and deliver clear, concise financial reports and analyses, reviewing results with key business partners on a consistent basis (monthly, quarterly) to assess performance and ensure alignment with financial objectives.
  • Perform in-depth budget vs. actual analyses at both the business unit and consolidated levels, identifying key performance drivers, and proactively adjusting forecasts as necessary.
  • Collaborate with business units to assess production expectations and future headcount needs, ensuring accurate forecasting of full-time employee and contractor requirements. Analyze, reconcile, and report on current and future workforce status across departments.
  • Prepare compliance reporting (debt covenants, industry reporting, etc.).
  • Collect and organize relevant data from various sources to perform in-depth analysis, demonstrating extreme attention to detail by meticulously validating, cleaning, and cross-referencing information to ensure accuracy. Present findings and develop reporting tools in clear, visually compelling formats (e.g., charts, graphs, reports) to facilitate data-driven decision-making for stakeholders.
  • Work closely with Marketing, Sales, Business Development, Mortgage Operations, Data, and Capital Markets to gather insight and knowledge of departmental initiatives and incorporate them into financial forecasts, ensuring alignment with overall business goals.
  • Create and deliver presentations on planning, performance tracking, and financial forecasts for senior leadership and key stakeholders.
  • Manage ad hoc financial inquiries, data requests, and special projects, providing analytical support across the organization.

SQLData AnalysisTableauCommunication SkillsAnalytical SkillsBudgetingFinancial analysisBudget management

Posted about 3 hours ago
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🔥 Senior Financial Analyst
Posted about 4 hours ago

📍 United States

🧭 Full-Time

💸 95000.0 - 100000.0 USD per year

🔍 Accounting

  • 3-5 years of full-time 3-statement financial modeling experience in any of these environments: venture capital, start-up, accounting firm, or at a financial services consulting firm
  • Bachelor’s Degree in Finance, Accounting, or Economics (or a related major)
  • Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time)
  • 3 Statement Modeling – updating and developing new integrated 3-statement models
  • Excel – expert-level Excel skills with financial analysis formulas and data manipulation techniques because most daily work will be in Excel
  • Prioritizing – excellent time management, able to frequently reprioritize and still meet deadlines
  • Communication – know how and when to set expectations, communicate changes in timelines, and when to ask for help
  • Support clients in finance engagements (25-30 hours per week)
  • Develop and maintain 3-statement financial models in Excel (25-30 hours per week)
  • Provide advice, financial analysis, and client support
  • Meet and communicate with startup founders and executives
  • Actively communicating with internal teams (3-5 hours per week)
  • Professional development and training as required by management
  • Any other duties and tasks to support business needs as directed by management

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsAccountingBudgetingFinancial analysis

Posted about 4 hours ago
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🔥 Senior Deal Desk Analyst
Posted about 4 hours ago

📍 United Kingdom

🔍 SaaS

🏢 Company: Samsara👥 1001-5000💰 Secondary Market over 4 years ago🫂 Last layoff almost 5 years agoCloud Data ServicesBusiness IntelligenceInternet of ThingsSaaSSoftware

  • Bachelor’s Degree or experience in lieu of Degree
  • 5+ years of experience either in Deal Desk, Finance, Sales Operations or Revenue Operations
  • Proficiency in understanding the overall construction of complex, enterprise SaaS deals; able to advise on booking and revenue recognition ramifications based on deal construct.
  • Ability to analyze deal economics and explain available commercial levers to Sales.
  • Successful track record of operating in a high-growth business, with a demonstrated ability to drive results independently.
  • Ability to balance competing priorities in a fast-paced environment and demonstrate strong time management skills.
  • Highly responsive; ability to work extended hours during month and quarter-end cycles, as needed.
  • In close partnership with Sales, guide the structure and execution of deals while optimizing for customer experience, revenue, profitability, and compliance.
  • Influence deals by advising on optimal deal structure, discounting best practices, and standard commercial terms. Educate Sales on standard commercial strategy to drive deal velocity and repeatable success.
  • Evaluate deal financials, including deal margin, payment terms, and cash flow, to optimize deal execution against company financial targets.
  • Mitigate risk through application of standardized terms, ensuring deals align with company policies and revenue recognition requirements.
  • Manage the EMEA Deal Desk support request and quote approval queue, consistently maintaining SLAs with high impact output.
  • Proficiency in understanding deal financials to drive business decision-making.
  • Coordinate closely with internal stakeholders & customers to drive deal closure and ensure a seamless customer experience.
  • Collaborate with Enablement to build and deliver training sessions for Sales.
  • Identify opportunities for process improvement and, in conjunction with leadership, implement solutions to quantifiably increase efficiency.
  • Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices.

SQLSalesforceREST APIMicrosoft ExcelCRMFinancial analysisFinanceSaaS

Posted about 4 hours ago
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🔥 Revenue Cycle Analyst IV
Posted about 4 hours ago

📍 United States

🧭 Full-Time

💸 111507.52 - 167219.2 USD per year

🔍 Healthcare Administration

🏢 Company: SH👥 501-1000Civil EngineeringConstructionSalesRental

  • Knowledge of healthcare administration and reimbursement.
  • Working knowledge of financial analysis principles, methods, practices, and procedures.
  • Working knowledge of computerized accounting/financial systems and how it’s used in compiling, recording, maintaining accounting/financial transactions and information.
  • Ability to translate complex financial data and analysis into reports and presentations for appropriate audience.
  • Critical thinking and analytical skills.
  • Knowledge in executing Revenue Cycle standards, processes, policies, procedures and service level agreements
  • Knowledge of Current Procedural Terminology/Healthcare Procedure Coding Systems and revenue coding
  • Knowledge of Revenue Cycle applications, including Electronic Medical Records systems
  • Knowledge of principles, methods, and techniques related to compliant healthcare billing
  • Ability to construct complex queries and provide analysis from database computer applications
  • Supports system's Revenue Cycle strategic objectives, providing long-term financial planning, operational performance analysis, financial feasibility studies, and special purpose reports for senior leadership.
  • Identifies areas for revenue cycle analysis and completes feasibility studies in collaboration with affiliates.
  • Functions as an effective resource to advance the system's Revenue Cycle strategic objectives.

Project ManagementSQLData AnalysisCommunication SkillsAnalytical SkillsMicrosoft ExcelMicrosoft OfficeAccountingOrganizational skillsPresentation skillsTime ManagementCritical thinkingReportingBudgetingFinancial analysis

Posted about 4 hours ago
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🔥 Senior Data Analyst
Posted about 8 hours ago

📍 Ireland, United States (AZ, CA, CO, CT, FL, GA, IL, IN, IA, KS, MA, MI, MN, MO, NE, NJ, NY, NC, PA, SD, TN, TX, UT, WA, WI)

🔍 Data Analysis

🏢 Company: Sojern👥 501-1000💰 $9,842,000 over 1 year ago🫂 Last layoff over 1 year agoDigital MarketingAdvertising PlatformsSaaSTravel

  • 3+ years of experience in a data-driven role, preferably in analytics, data engineering, or business intelligence.
  • Strong proficiency in SQL (writing complex queries, working with relational databases).
  • Exposure to building ETL pipelines
  • Familiarity with BI tools (Tableau, Power BI, Looker, etc.) and the ability to create meaningful data visualizations.
  • Ability to work in a fast-paced environment, manage multiple priorities, and communicate insights effectively to both technical and non-technical stakeholders.
  • Work closely with Sales, Finance, Product, and Marketing teams to understand business needs and translate them into data solutions.
  • Analyze large datasets to identify trends, performance metrics, and actionable insights that support strategic business initiatives.
  • Develop detailed reports and dashboards using Tableau to help stakeholders make data-driven decisions.
  • Collaborate with data scientists and operations analysts to support testing and analysis on campaigns.
  • Build, optimize, and maintain ETL pipelines to process and transform raw data into structured, meaningful datasets.
  • Work with SQL, Python, and BigQuery to extract, clean, and manipulate data from multiple sources.
  • Ensure data quality, integrity, and consistency across different data sources.

PythonSQLApache AirflowBusiness IntelligenceData AnalysisETLJenkinsTableauAlgorithmsData engineeringData StructuresREST APIReportingData entryData visualizationData modelingData analyticsData management

Posted about 8 hours ago
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📍 England

🧭 Full-Time

🔍 Software/SaaS

🏢 Company: Docker👥 251-500💰 $105,000,000 Series C almost 3 years agoDeveloper ToolsDeveloper PlatformInformation TechnologySoftware

  • 2+ years of experience in Sales Operations
  • Experience working for a high growth software/SaaS company
  • Solid understanding of Salesforce accounts, contact and lead objects
  • Track record of working with large amounts of data, defining data hygiene and governance policies and implementing these within existing data sets
  • Exceptional communication and interpersonal skills
  • Technically savvy with Google Suite, Salesforce, and ZoomInfo
  • Ability to think strategically and translate business needs into actionable plans within a fast paced environment
  • Comfortable and familiar with cross-functional collaboration
  • Energy, enthusiasm, and love of building
  • Assist with developing and implementing Docker’s data governance program for our Revenue organization focused on data hygiene within Salesforce
  • Hold responsibility for cleaning up the existing data in Salesforce, including deduplication, implementing accurate parent/child hierarchies, data standardization and ongoing data hygiene
  • Ongoing review of new accounts, leads and contacts added to the system to ensure the data is accurate, standardized, up to date and not duplicative
  • Assist in managing the integration between ZoomInfo and Salesforce for data enrichment
  • Build, manage and assist with implementation of data hygiene and governance policies including scoping of requirements, writing documentation and collaborating with cross functional teams
  • Identify and implement areas for improvement in relation to data hygiene and governance to enhance productivity and performance
  • Assist with scoping, testing and rolling out new system processes
  • Assist with reviewing and optimising Salesforce page layouts including fields, validations and workflows for accounts, leads and contacts
Posted about 11 hours ago
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🔥 Senior Treasury Analyst
Posted about 11 hours ago

📍 United States

🔍 Finance

🏢 Company: careers

  • Five to eight years of experience with treasury functions, investments, treasury workstations, and banking platforms.
  • In-depth knowledge of financial analysis principles.
  • Skills with Microsoft Office 365 (Excel, Word, PowerPoint, and Teams).
  • Excellent organization and communication skills.
  • Assists with investment functions, including managing portfolios in alignment with Banner’s Investment Policy, implementing and maintaining efficient processes and controls, supporting investment due diligence, rebalancing multi-billion-dollar investment portfolios, implementing Board approved recommendations, preparing for quarterly Investment Committee Meetings, participating in investment manager update meetings, and providing ad-hoc analysis, as needed.
  • Analyzes system-wide cash to identify shortages and surpluses, ensures adequate liquidity, and coordinates the investment of surplus cash according to the Investment Policy.
  • Implements and maintains the processes and controls to manage system-wide cash and investments and assists in implementing and maintaining debt, payables, armored car, and merchant card programs.
  • Assists with operational oversight for investment, corporate cash and debt.
  • Develops timely reports for management, including quarterly and annual audit schedules and financial statement footnotes, and updates and continuously improves monthly investment, and cash reporting.
  • Maintains relationships with commercial and investment bankers, investment and financial consultants, custodians, acquiring banks, and investment managers.
  • Assists with maintaining and supporting all tax-exempt and taxable multi-billion-dollar debt programs.
  • Provides scenario modeling, risk analysis, and recommendations for Treasury solutions, processes, policies, and applications of technology.
  • Supports due diligence and implementation efforts for merger and acquisitions, new solution/technology reviews, solution implementation, and internal investment programs

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelAccountingReportingRisk ManagementFinancial analysisData modelingFinanceBudget management

Posted about 11 hours ago
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📍 United States

🧭 Full-Time

🏢 Company: Lime

  • 4+ years of experience in management consulting, business intelligence, data science, or related fields.
  • Expert-level SQL. Must be comfortable using SQL to create original, sophisticated queries from raw data
  • Expert-level spreadsheet skills. Must be comfortable using Excel or Google Sheets to build large, complex models in workbooks, and use them to extract data insights. Experience using VBA or JavaScript to build custom spreadsheet functions is a plus
  • Background in working cross functionally — ideal candidates must be comfortable partnering with teams across the organization to drive outcomes.
  • Strong track record of proactivity and curiosity — ideal candidates will be self-starters with a genuine interest in understanding the intricacies of Lime's operations. They will have demonstrated a consistent ability to work solo, identifying key issues and opportunities without needing constant direction.
  • Exceptional presentation and communication skills, with the ability to create concise and compelling narratives
  • Dive deep into Lime's operational data, uncovering valuable insights and patterns that drive business performance.
  • Translate these findings into actionable recommendations for partners, helping to reinforce data-driven behaviors across the organization
  • Manage analytical reporting to senior management — build and maintain processes to analyze operational data and represent it in a visually compelling, intuitive format
  • Serve as a crucial bridge between our operations and data teams, leveraging your communication skills to translate insightful findings into clear, compelling narratives. Present insights to senior partners in a way that facilitates understanding and drives action
  • Work solo to align our data processes with broader business objectives, proactively identifying opportunities for operational improvements. Take ownership of these initiatives from conception to implementation, collaborating cross-functionally to ensure successful outcomes

SQLBusiness IntelligenceData AnalysisExcel VBACommunication SkillsAnalytical SkillsReportingData visualizationData management

Posted about 11 hours ago
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🔥 Senior Data Analyst
Posted about 12 hours ago

🧭 Full-Time

🔍 SaaS

🏢 Company: Firstbase.io👥 51-100💰 $1,500,000 Convertible Note about 1 year agoLegal TechBusiness DevelopmentLegalFinTechSoftware

  • At least 4 years experience in an analytical role (preferably with Tech SaaS B2B or in the digital space)
  • Expert in SQL – understand order of execution, and experienced in writing queries leveraging CTEs, window functions, and complex multiple joins to combine and manipulate data, ensuring consistency and reliability (familiarity with Snowflake is a plus)
  • Strong background in data modeling and analytics engineering
  • Experience with dbt (ideally 1+ year) and version control tools (GitHub, GitLab)
  • Solid experience with LookML and Looker (or similar data visualization tool) to create clear and impactful dashboards
  • Experience with Python and cloud environments such as AWS is a plus.
  • Familiarity with marketing platforms like Google Ads and Facebook Business Manager is a plus
  • Collaborate with engineering teams (understanding current systems and helping with future ones) and business stakeholders across the company to ensure data models align with business needs and key metrics.
  • Design and implement data pipelines with dbt and Snowflake to structure, clean, and transform data, creating models that integrate multiple sources and enable tracking of KPIs.
  • Create and maintain multi-source data ingestion pipelines using Fivetran.
  • Deliver actionable insights and create clear and concise data visualizations and reports using Looker.
  • Help shape the data team as it grows and contribute to fostering a data-driven culture across the organization.
Posted about 12 hours ago
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🔥 Senior Workforce Analyst
Posted about 13 hours ago

📍 AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, ME, MD, MA, MI, MO, NE, NV, NJ, NM, NY, NC, OR, PA, RI, SC, TN, TX, VT, VA, WA, WI

💸 70000.0 - 85000.0 USD per year

🔍 Healthcare

🏢 Company: Hazel Health

  • 4+ years of experience in a similar role at a fast-paced start-up or high-growth organization
  • Prior sales/customer experience; education sales or tech-ed experience a plus
  • Collect and analyze workforce data from disparate systems to identify trends, forecast staffing needs, planning  and optimize resource allocation
  • Develop and maintain forecasting models to predict future staffing needs based on business cycles and anticipated growth
  • Conduct “what-if” scenarios to assess the impact of potential changes in workload and identified operational process improvements
  • Create dashboard that tracks key team performance metrics, such as: staffing levels, turnover rate and absenteeism
  • Create staffing models that balance service levels, operational costs, and teammate productivity
  • Customize workflow to automate scheduling tasks, reduce manual errors and improve overall efficiency
  • Create contingency plans to address sudden staffing changes due to absences, high demand periods or unforeseen events
  • Provide recommendations on staffing adjustments, overtime, and other real-time strategies to maintain service levels
  • Develop and manage workforce schedules and capacity plans to ensure appropriate coverage for inbound calling, outbound calling, follow-ups, consent tasks, etc.
  • Monitor and optimize shift schedules to ensure adequate coverage across the day
  • Monitor real-time adherence and take proactive measures to address deviations from planned schedules
  • Ensure appropriate utilization of teammates during periods of low activity
  • Develop recommendations for resource reallocation, overtime management or hiring initiatives
  • Conduct regular monitoring and evaluation of performance metrics
  • Establish clear and actionable KPIs, such as: productivity per teammate, cost per hire, teammate utilization, cost per referral, cost per visit, ASA, AHT, etc.
  • Conduct deep-dive analyses to determine root cause of performance issues
  • Analyze call volume patterns, handle times, and other key performance indicators to optimize staffing levels
  • Provide weekly, monthly and quarterly reports tailored for different audiences (i.e: frontline teammates, supervisors, team leadership, executive leadership) with concise executive summaries that highlight key insights, risks and opportunities
  • Manage scheduling and capacity volume
  • Design and manage teammate scheduled to align with demand forecasts, ensuring optimal coverage and workload distribution
  • Identify opportunities for shift optimization and flexible staffing models to accommodate fluctuations in volume
  • Collaborate with functional leaders and Finance on hiring plans to meet business needs
  • Oversee workforce data analysis and process improvement strategies
  • Analyze workforce trends and provide actionable insights to Operations leaders on opportunities for efficiency improvements
  • Develop and maintain workforce dashboards, reports, and presentations to support operational decision-making
  • Leverage reporting from call systems and other business intelligence tools to drive data-driven workforce strategies
  • Utilize data visualization techniques to transform complex datasets into clear, compelling narratives that drive actionable insights
  • Provide training and support to Operations leaders on tools, methodologies, and processes
  • Prepare regular reports and presentations for Operations leaders to inform strategic and tactic decision-making

Project ManagementSQLBusiness IntelligenceData AnalysisHR ManagementOperations ManagementTableauCommunication SkillsAnalytical SkillsMicrosoft ExcelReportingData entryData visualizationProcess improvementData modelingPowerPoint

Posted about 13 hours ago
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