Principal Data Analyst (Finance)

Datasite

5d • $99,000 - $172,700

About The Position

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth. Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish. Get started now, we look forward to meeting you.. Job Description: As a Senior / Principal Data Analyst, you will be the primary architect of our financial reporting layer. You will translate complex data from Salesforce and other core systems into high-performance Snowflake models and sophisticated Power BI data products. This is a high-visibility role that requires a blend of technical data modeling, Power BI / Fabric administration, and the business acumen to ensure our executive leadership has a "single source of truth" for project performance, revenue, and product usage.

Requirements

• SQL Expert: Strong proficiency in SQL and data modeling within Snowflake (specifically joins, windowing, and performance optimization).
• Power BI & DAX: Hands-on experience building complex measures and high-end report designs for both exploratory and leadership use.
• Fabric Knowledge: Working knowledge of Microsoft Fabric administration (workspaces, capacities, semantic models, and gateways).
• Salesforce Savvy: Familiarity with Salesforce’s data structure, specifically relating to revenue and project performance.
• Analytical Precision: A "trust but verify" mindset with a relentless focus on data accuracy.
• Strategic Communicator: Ability to present findings clearly to non-technical stakeholders and produce crisp documentation.
• 5–7+ years of experience in Data Analytics or Business Intelligence, ideally within a Finance or SaaS environment.
• Proven track record of delivering end-to-end reporting solutions—from raw data ingestion to polished executive dashboards.
• Experience with Salesforce data integration and reporting is highly preferred.
• Bachelor’s degree in a quantitative field (e.g., Mathematics, Statistics, Finance, Computer Science, or Engineering).Bachelor’s degree or equivalent in a quantitative discipline such as engineering, mathematics, statistics, business, economics, etc.
• MBA or Master’s in quantitative disciplines such as analytics, MIS, etc.

Responsibilities

• Data Modeling & Transformation (The Engine)
• Snowflake Development: Build and maintain clean, well-documented SQL models using CTEs, window functions, and views to power finance-ready reporting.
• Salesforce Translation: Map complex Salesforce object relationships (Accounts, Opportunities, Products, and custom project objects) into reliable, flattened reporting tables.
• Quality & Reconciliation: Proactively investigate data anomalies, reconcile figures against source systems and publish runbooks to ensure long-term data integrity.
• Semantic Layer & Visualization (The Interface)
• Shape the Semantic Layer: Design star-schema models and complex DAX measures within Power BI/Fabric to maintain "one version of the truth" for all KPIs.
• Data Product Delivery: Drive the full lifecycle from stakeholder requirements to delivered dashboards, ensuring reports are "executive-ready" with intuitive UX/UI.
• Fabric Administration: Own the Fabric workspace ecosystem, including capacity management, deployment pipelines, row-level security (RLS), and data source credentials.
• Stakeholder Partnership
• Requirement Translation: Partner with Finance and Ops leaders to define metrics and prevent "metric drift" across the organization.
• UAT & Change Control: Facilitate user acceptance testing (UAT) and manage the change control process for all production dashboards.

Benefits

• Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits.
• Specific details will be provided during the interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees