Sr. Financial Data Analyst
About The Position
As a Data & BI Analyst at PandaDoc, you’ll turn complex SaaS business data into actionable insights that drive revenue growth, product innovation, and operational efficiency. You’ll own the analytics process end-to-end from SQL queries and data modeling to dashboard delivery and executive presentations partnering with leaders across product, marketing, sales, and engineering to shape our growth strategy. In this role, you will: Data Quality & Integrity: Monitor and ensure accuracy of key SaaS metrics (ARR, MRR, churn, LTV:CAC, expansion revenue) by identifying discrepancies, performing root cause analyses, and implementing corrective actions. Data Ownership & Modeling: Build and maintain SQL-based datasets and data models in modern analytics environments (e.g., dbt, Snowflake, Fivetran) to support self-service and automated reporting. Dashboard Creation: Develop and maintain BI dashboards (Looker, Tableau, Power BI) that provide real-time visibility into performance and system health for GTM and product teams. Cross-Functional Influence: Collaborate directly with product managers, sales leadership, marketing, and executives to define metrics, track leading indicators, and uncover revenue opportunities. Ad-Hoc & Deep-Dive Analysis: Perform data-driven investigations to support pricing decisions, product launches, and strategic initiatives. Continuous Improvement: Streamline reporting processes, automate recurring workflows, and standardize metric definitions across the company.
Requirements
- Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
- Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
- Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
- Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management with ability to influence at all levels
- Effective in a variety of presentation settings including one-on-one, small, and large groups
- 4+ years as a Data Analyst, BI Analyst, or Financial Analyst in a SaaS or tech environment.
- Bachelor’s degree in Finance, Computer Science, Data Science, Statistics, Business, or a related field
- Advanced SQL skills and experience working with large, complex datasets.
- Proficient with BI tools (Tableau, Looker, or Power BI) and advanced Excel.
- Skilled at building integrated models from scratch and translating complex data into clear, actionable recommendations.
- Excellent written and verbal communication skills; confident presenting findings to senior leadership.
Nice To Haves
- Prior experience with Salesforce.com, ERP/NetSuite, or SaaS billing systems a plus.
Responsibilities
- Monitor and ensure accuracy of key SaaS metrics (ARR, MRR, churn, LTV:CAC, expansion revenue) by identifying discrepancies, performing root cause analyses, and implementing corrective actions.
- Build and maintain SQL-based datasets and data models in modern analytics environments (e.g., dbt, Snowflake, Fivetran) to support self-service and automated reporting.
- Develop and maintain BI dashboards (Looker, Tableau, Power BI) that provide real-time visibility into performance and system health for GTM and product teams.
- Collaborate directly with product managers, sales leadership, marketing, and executives to define metrics, track leading indicators, and uncover revenue opportunities.
- Perform data-driven investigations to support pricing decisions, product launches, and strategic initiatives.
- Streamline reporting processes, automate recurring workflows, and standardize metric definitions across the company.
Benefits
- Employees may be able to purchase company stock (or receive annual bonuses)
- Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans.
- Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company-paid holidays off per year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
