Strategic Analytics Principal, Datasite
$118.8-207.2k
2+ days a week in office
Virtual data rooms for M&A dealmaking
Posted today
Virtual data rooms for M&A dealmaking
1001+ employees
Posted today
$118.8-207.2k
2+ days a week in office
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- This is a role for an expert generalist, someone with the analytical depth to master any problem and the range to own the outputs, actions, and tools that come out of the work
- Advanced Excel and SQL: You have spreadsheet mastery and are an expert at data querying and modeling data based on problem/project requirements
- Analytical Frameworks and Statistical Techniques: Extensive expertise in developing and applying advanced analytics to interpret complex data, uncover trends, and generate actionable insights that inform strategic decision-making
- PowerPoint: Proficient in creating impactful presentations, including advanced PowerPoint features and storytelling techniques
- AI & GenAI Tools: Advanced, hands-on experience using AI tools (e.g., Claude, Codex, Cortex, Copilot, etc.) to improve speed, quality, automation, and innovation
- Simplicity over Complexity: You have a natural ability to take a complex problem or high-density technical architecture and simplify it for executive use
- Executive Presence: You're confident presenting to senior leaders — you can use data and narrative to make a clear recommendation and field pushback
- Business Acumen: You understand the levers of a technology business – SaaS economics, product performance, revenue forecasting, financial analysis, etc
- Ownership: Demonstrated ownership and entrepreneurial mindset by proactively identifying opportunities, driving initiatives end-to-end, and delivering impactful results in dynamic environments
- Product Thinking: You think like a product owner — balancing user needs, technical trade-offs, and business value
- Bachelor’s degree or equivalent in a quantitative discipline such as engineering, mathematics, statistics, business, economics, etc
- MBA or Master’s in a quantitative discipline such as Finance, Economics, Analytics, etc. preferred
- 5+ years of experience in data, analytics, financial planning and analysis, data products, or management consulting
- Superior presentation and communication skills with a proven track record of delivering data stories and strategic recommendations to a leadership audience
- Experience building and managing complex spreadsheet-based quantitative models
- Experience building or owning data/BI/AI products and solutions
- Technical (Required): Advanced Excel, data modeling, and statistical analysis; SQL; at least one BI/visualization tool (e.g., Power BI); and hands-on use of AI/GenAI tools (e.g., Claude, Codex) in daily work
- Technical (Preferred): Python, Snowflake, dbt or semantic-layer modeling, Streamlit, Salesforce/ERP data, and experience building LLM- or agent-based tools
What the job involves
- As the Strategic Analytics Principal, you will be a hands-on member of the Data & Analytics team within the CFO organization
- Your primary mission is to deliver strategic insights and drive data analytics solutions, turning business questions and opportunities into data-driven recommendations and tools that leadership can trust and act on
- You will spend most of your time in the data — querying, modeling, analyzing, and building — and you will actively leverage AI tools to drive greater business value and unlock innovation
- Analytics and Insights Delivery: Serve as a go-to analyst for stakeholders across Finance on analytics projects. You will lead and execute high-impact deep dives into complex topics like revenue leakage, product profitability, and margin optimization
- Abstract Problem Solving: You are the person the business calls when they don't know where to start. You will structure the problem, identify the levers, and define the success criteria
- Hands-on Investigation: You are the "Lead Detective" for Finance. When a KPI fluctuates, you run deep-dive discovery, identifying root causes across sales, product, usage, and financial data
- Data Storytelling: You build and present a clear data story and strategic narrative. You will synthesize complex analytical findings into crisp, high-impact decks that lead with the "So What" and end with a clear call to action
- AI-Assisted Delivery: Leverage AI tools — copilots, skills and plugins, LLM-assisted SQL and analysis, and workflow automation — to accelerate delivery, cut manual effort, and prototype new analytical approaches
- KPI Architecture: Define, standardize, and govern the core metrics for the Finance organization. You will ensure "metric consistency" across the company, eliminating drift between different departments
- Data Logic & Governance: Own the logic layer. You will ensure the calculations and definitions connecting raw data to models, reports and solutions are sound and consistent
- Product Ownership: Own data products and solutions — data & BI tools, analytics agents, decision engines — across their lifecycle in close partnership with data and analytics engineers, platform architects, and technology teams
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Leveraging its extensive industry experience, Datasite has successfully transformed into a more contemporary business entity. It has also introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(CEO & President)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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