Senior Data Analyst, Cedar

• 3-5 years in financial analytics, revenue operations, or billing operations in a SaaS or fintech environment
• Advanced SQL and data querying skills (Snowflake preferred)
• Experience with BI tools (Looker or Omni preferred)
• Demonstrated ability to own end-to-end billing or reconciliation workflows
• Strong cross-functional communication skills — able to translate between business and technical teams
• Experience identifying and quantifying revenue leakage or billing discrepancies

Desirable

• This person will report to the Sr Manager, Billing & Revenue Accounting and work cross-functionally with Data Engineering and other key stakeholders
• They will own the client billing data that Data Engineering historically held, freeing engineering to focus on platform and infrastructure
• The desired outcome of this role is to allow for finance to:
• Have a robust and efficient data pipelines that ensure data accuracy
• Have a system in place that will support the scalability of the business
• Have a system in place that could potentially connect to a new billing system in the future
• Client Billing Data Ownership & Infrastructure (50%)
• Transition billing operational tasks from Data Engineering to Finance, per the Client Billing Operating Model:
• Own monthly reconciliations, with DE providing support only for technical defects
• Lead billing investigations; escalate to DE only for system-level issues
• Define and maintain payment attribution codes (business taxonomy, not engineering)
• Determine bill eligibility per Finance policy
• Monitor billing KPIs (credit memos, leakage, unbilled revenue, Stripe/PayPal/PayZen fees)
• Serve as Finance’s first line of response for client billing support questions
• Conduct impact analyses of billing logic changes and communicate downstream effects to Finance leadership
• Proactively identify discrepancies, fee calculation errors, and revenue gaps before they reach clients
• Map data sources, identify inconsistencies, and support lightweight data governance practices
• Build Finance reports leveraging the semantic layer maintained by Data Engineering
• Finance Self-Service & AI-Enabled Tooling (30%)
• Build and maintain BI dashboards and reports for Finance and cross-functional stakeholders
• Automate manual Finance data tasks using SQL, Snowflake, and scripting
• Train Finance team members on Looker, SQL, and reporting tools to reduce DE dependency
• Champion AI tool adoption within Finance (e.g., payment attribution automation, anomaly detection)
• Establish Looker standards and documentation to ensure consistent metric definitions
• Revenue Integrity & Leakage Remediation (20%)
• Audit billing filters to surface and quantify unbilled revenue across the client base
• Reduce monthly leakage from pass-through costs through improved monitoring and root-cause analysis
• Analyze and reduce credit memo frequency (52 issued in 2024, 54 in 2025) by identifying systemic overbilling causes
• Partner with Revenue Lead to validate billing outputs and catch anomalies before month-end close
• Support Billing 2.0 UAT to ensure data accuracy and operational readiness for the new system