Job Overview
Location
DC
Job Type
Full-time
Category
Data & Analytics
Date Posted
August 8, 2026
Full Job Description
đź“‹ Description
- • As a Lead Financial Data Analyst, you will own the translation of large operational datasets into strategic financial frameworks.
- • Sitting at the intersection of FP&A and Data Engineering, you will scale our financial data infrastructure, replace legacy reporting with automated pipelines, and deliver high-impact analytics directly to senior leadership and cross-functional business partners.
- • You will scale Data Architecture: Partner directly with Data Engineering to design, optimize, and maintain financial data warehouses (using Snowflake).
- • Owner of Financial Datasets: Define, write, and maintain complex SQL queries and dbt models to transform raw data into clean, audit-ready financial metrics.
- • Maintain FP&A Planning Tool: Manage spend forecast and actuals data for department budget owners in planning tool (Pigment) as well as drive optimization of spend through AI exploration and trend analysis.
- • Automate Revenue Workflows: Architect automated pipelines to track key user metrics such as CAC, LTV, Payback periods, and IRR.
- • Statistical Forecasting: Leverage Python and AI to improve user cohort performance forecasting as well as merchant net revenue retention.
- • New Vertical Pricing Support: Partner with Product and Go-to-market teams to model the financial impact of new pricing models, monetization strategies, or international expansions.
- • Institutional Dashboarding: Design and build self-service dashboards (using Looker, HEX) that allow executive leadership to track real-time performance of the business.
- • Ad-Hoc Strategic Analytics: Act as analytical swat team for high-stakes business cases, evaluating corporate development opportunities or M&A modeling.
🎯 Requirements
- • The Technical Core: 7+ years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company
- • Databases & Querying: Advanced SQL mastery (window functions, CTEs, query optimization). Experience with Snowflake, AWS, and HEX.
- • Data Pipelines: Experience using dbt for data transformation, or basic workflow orchestration with Airflow.
- • Programming: High proficiency in Python (Pandas, NumPy) and automating financial workflows.
- • Business Intelligence: Expert-level creation of dynamic reporting layers in Looker, HEX, and/Pigment.
- • Traditional Finance: Advanced knowledge of unit economics (LTV, CAC, Payback Period, Churn) and corporate finance fundamentals.
🏖️ Benefits
- • Medical, dental, and vision coverage starting on Day 1
- • Equity (ISOs)
- • 401(k) program
- • Family planning programs + paid parental leave
- • Physical fitness and wellness memberships
- • Emotional and mental health support programs
- • Unlimited PTO + 10 paid federal holidays + our annual, week-long Winter Break
- • Flexible work environment
- • Lunch reimbursement for in-office employees
- • Employee Resource Groups
- • Learning and Development stipend
- • Transparent culture
- • Amazing mission!
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Upside Services, Inc.
Upside Services provides a cash-back platform that connects consumers with nearby fuel stations, grocery stores, and restaurants. The company earns revenue through performance-based marketing agreements with merchants, who pay only when Upside drives incremental profit above baseline sales. The mobile app delivers personalized offers and processes rebates to users’ bank accounts or digital wallets. Founded in Washington, D.C., Upside uses anonymized transaction data and machine-learning models to forecast demand and set dynamic incentives, aiming to increase foot traffic and basket size for partner businesses while rewarding consumer loyalty.
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