Sr. Financial Data Analyst

2 months ago

Remote, Oregon, United States PandaDoc Full time

We are seeking an experienced Data Analyst with a particular interest in financial data and health. This is a unique role at the crossroads of data analytics and financial analysis. The integration of these disciplines allows for enhanced quantitative analysis, risk assessment, and strategic decision-making. This individual will play a key role in partnering and influencing C-level business partners and their teams' day to day decisions by leveraging their analytical skills, identifying patterns, developing predictive models, and generating valuable insights to guide investment decisions. This is an exciting opportunity for a candidate that wants to be part building a dynamic, world class Strategic Finance organization that is operating at an accelerated pace and scaling for the future.

The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross-functionally, analytical, and outstanding at analyzing large datasets and delivering actionable insights. This person is comfortable operating at all levels, with an eye on the strategic big picture, while skillfully managing the financial details.

In this role, you will:

  • 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

Skills Required:

  • 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

About you:

  • Bachelor's degree in Computer Science, Mathematics, Statistics, Economics, or a related quantitative field. Advanced degrees (Masters or PhD) are a plus
  • 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
  • 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
  • Advanced Excel and strong PowerPoint skills are required
  • Prior experience with or ERP/NetSuite
  • Prior experience in a high-growth high tech/software/SaaS organization is a plus

It would be awesome if you had:

  • Prior experience with or ERP/NetSuite
  • Prior experience in a high-growth high tech/software/SaaS organization is a plus

Company Overview:

PandaDoc empowers more than 55,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit

Company Culture:

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers.

Check out our LinkedIn to learn more.

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 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).

PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

EXTERNAL RECRUITERS

Approval Requirement

The use of external recruiters/staffing agencies requires prior approval from our HR Team. The HR Team at PandaDoc requests that external recruiters/staffing agencies not to contact PandaDoc employees directly in an attempt to present candidates. Complying with this request will be a factor in determining future professional relationships with PandaDoc.

Application deadline: 7/3/24

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