Job Details

Senior Data Analyst, Finance Achieve

Overview

As a Sr. Data Analyst, Finance, you will leverage advanced analytics, automation, and financial modeling to support the Finance and Accounting departments. You will design and optimize processes to streamline monthly reporting, accelerate close and audit cycles, and ensure data accuracy. Collaborating with cross-functional teams, you will deliver actionable insights through tools like SQL, Google Sheets and Tableau to drive strategic financial decisions. Your role will include monthly support, troubleshooting data, and identifying areas for improvement and enhancing operational efficiency through innovative data solutions.

Key Responsibilities

• Data Analysis: Conduct large-scale analyses by understanding business goals and strategies, formulating analytic approach, performing data extraction/exploration/transformation, and translating results into data-driven recommendations for the business team.
• Design and maintain Tableau dashboards, curated datasets, and semantic layers to support various accounting and finance processes.
• Develop data visualizations that make complex data accessible to non-technical team members.
• Ensure reporting accuracy and performance through validation, documentation of critical metrics and logic, and enablement of self-service tools.

Cross-functional Collaboration

• Collaborate within Finance and cross-functional teams (e.g., FP&A, Accounting, Procurement, Treasury, Ops, Data Engineering) to define reporting requirements, document business process workflowsincluding manual steps and pain pointsand develop clear resolution roadmaps.
• Partner with IT and Data Engineers to extract, model, and prepare data from Oracle (ERP) and other systems (e.g., Terzo, Concur) to ensure reliable data foundations.
• Drive priority, coordinating with BU/Product BI / Automation teams to align on data model, reporting requirements and execution.

Qualifications

• Bachelors degree in Finance, Business, Information Systems, or related field (or equivalent experience). Masters degree is a plus.
• 5+ years of experience in BI development or financial analytics with strong proficiency in Power BI and/or Tableau, with a focus on supporting Finance and Accounting partners.
• Proficiency with data analysis tools such as SQL, Excel, and data visualization tools (e.g., Tableau, Power BI).
• Experience with Finance and Accounting process automation and ERP platforms.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Detail-oriented and highly organized.

Additional Information

All your information will be kept confidential according to EEO guidelines.

• Hybrid and remote work opportunities for certain roles
• 401(k) with employer match
• Medical, dental, and vision with HSA and FSA options
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts for your furry family members
• Financial support in times of hardship through Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through six employee resource groups

Location & Compensation

Work from home/hybrid: We are proudly offering hybrid options in the San Mateo, CA and Phoenix, AZ metro markets. In other locations throughout the country, we offer work from home.

Salary Range: $90,000 to $110,000 annually + bonus + benefits. This information represents the expected salary range for this role. We will consider location, experience, and other job-related factors when making an offer.

About Achieve

Achieve is a leading digital personal finance company focused on helping everyday people move from struggling to thriving with innovative, personalized financial solutions.