Senior Data Analyst, Envoy

• We prefer a candidate with hands-on experience on our data stack, and/or with Sage Intacct or a similar accounting software
• Also helpful to have Chargebee, Stripe or similar billing software experience
• If you have a passion for transforming financial data into actionable insights and driving efficiency through automation, we’d love to hear from you
• Finance-savvy & detail-oriented. You understand financial reporting, forecasting, and accounting principles
• Data-driven problem solver. You analyze complex datasets to provide actionable business recommendations
• Meticulous with data integrity. You ensure accuracy in financial reports, reconciliations, and automation processes
• Self-starter. You take initiative, identify problems, and drive solutions independently
• Effective communicator. You translate financial data into meaningful insights for finance and non-finance stakeholders
• Technical Craftsperson: You write clean, efficient code and build scalable analytical solutions. You're comfortable working across the full data stack, from raw data extraction to executive-ready visualizations
• 5+ years of experience in data analytics, finance, accounting, or FP&A
• Knowledge of Sage Intacct or similar accounting/ERP software
• Strong SQL skills for querying and analyzing financial data
• Experience with data visualization tools like Looker, Tableau, Power BI
• Understanding of revenue recognition, accounting workflows, and reporting
• Experience with cloud data environments and data pipeline tools (dbt) is a plus
• Strong analytical skills with a focus on forecasting, budgeting, and variance analysis
• Big Plus: If you have experience implementing an automated revenue recognition system that integrates Salesforce, a revenue recognition software, and Sage Intacct, your expertise will be highly valued!

Desirable

• We are a data-driven organization committed to leveraging analytics to drive financial and business decisions
• Our team values collaboration, accuracy, and efficiency in data management and analysis
• We are looking for a Senior Financial Data Analyst to play a critical role in financial reporting, forecasting, automation, and strategic decision-making
• This role will focus on financial analytics, revenue recognition, data automation, and cross-functional collaboration
• You will work closely with finance, accounting, FP&A, and business teams to ensure the accuracy and integrity of financial data, streamline reporting processes, and drive automation initiatives
• Our data stack comprises Redshift, dbt, Looker, and Jupyter Notebooks
• Partner with Accounting, FP&A, and Data teams to provide insights, dashboards, and automated reports that enhance financial decision-making
• Develop and maintain financial models, operational dashboards, and reporting tools to track key business metrics
• Ensure data integrity between financial systems (Sage Intacct, ERP, CRM, Salesforce, and other business applications)
• Optimize month-end close processes and reconciliations through automation and data validation
• Drive forecasting, budgeting, and variance analysis to support strategic planning and financial modeling
• Conduct ad-hoc analyses to support leadership in financial and operational decision-making
• Work cross-functionally with teams across finance, operations, and business units to translate business needs into analytical solutions
• Identify opportunities for automation and process improvement to increase the accuracy and efficiency of financial reporting