Senior Quantitative Analyst

Solera•Westlake, TX

About The Position

We are seeking a Quantitative BI Analyst to bridge the gap between advanced financial analytics and enterprise-scale business intelligence. This hybrid role combines deep financial modelling expertise with strong technical skills in data architecture and BI tools, enabling data-driven decision-making across a complex, multi-business SaaS organisation. The ideal candidate thrives in ambiguity, demonstrates intellectual agility, and can translate complex datasets into actionable insights for senior leadership. You will design and maintain robust financial and operational models, architect scalable BI solutions, and deliver automated reporting frameworks that empower strategic initiatives, forecasting, and executive decision-making.

Requirements

Bachelor’s degree in Finance, Economics, Data Science, or related field; advanced degree (MBA, CFA, CFP or equivalent) is a plus.
7+ years of combined experience in financial analysis and BI/data engineering roles.
Advanced proficiency in Excel and financial modelling.
Strong experience with SQL, Python, and BI tools (Power BI, Tableau).
Expertise in data warehousing, ETL/ELT processes, and cloud-based data platforms.
Familiarity with SaaS metrics (ARR, NRR, CAC, LTV, churn) and valuation concepts.
Exceptional problem-solving ability and attention to detail.
Ability to communicate complex technical and financial concepts clearly to non-technical stakeholders.
Proven track record of ownership, adaptability, and delivering results in fast-paced environments.

Responsibilities

Build and maintain driver-based three-statement financial models for scenario analysis, forecasting, budgeting, and valuation.
Perform advanced data mining and statistical modelling on large, complex datasets to identify trends and inform strategic decisions.
Design and maintain enterprise BI architecture, including data models, pipelines, and warehousing solutions.
Develop and optimise ETL/ELT processes to ensure data integrity and scalability.
Create automated dashboards and reporting tools using BI platforms (e.g., Power BI, Tableau) to track financial and operational performance.
Integrate BI tools with enterprise systems (ERP, CRM) for unified data access.
Partner with finance, product, and technology teams to refine assumptions, validate models, and align BI solutions with business objectives.
Present insights and recommendations to senior executives in a clear, structured format.
Implement data governance standards, metadata management, and ensure compliance with organisational policies.
Mentor junior analysts and engineers, fostering a culture of continuous learning and innovation.