Lead Financial Data Architect for Growth & Forecasting

upside; Washington, Austin (District of Columbia, TX); Hybrid; USD 145,000 - 180,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

Equity (ISOs)

401(k) program

Unlimited PTO + 10 federal holidays +冬

Flexible work environment

Lunch reimbursement

Employee Resource Groups

Learning & Development

Job summary

Upside is seeking a Lead Financial Data Analyst to translate large operational datasets into strategic financial frameworks. You will scale financial data infrastructure, replace legacy reporting with automated pipelines, and deliver high-impact analytics to senior leadership.

This role sits at FP&A and Data Engineering intersection, requiring expertise in SQL, dbt, Python, and Looker/HEX-based dashboards. Hybrid work in major US offices with equity and benefits offered.

Qualifications

• 7+ years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company
• Advanced SQL mastery (window functions, CTEs, query optimization). Experience with Snowflake, AWS, and HEX.
• Experience using dbt for data transformation, or basic workflow orchestration with Airflow.
• High proficiency in Python (Pandas, NumPy) and automating financial workflows.
• Expert-level creation of dynamic reporting layers in Looker, HEX, and Pigment.
• Advanced knowledge of unit economics (LTV, CAC, Payback Period, Churn) and corporate finance fundamentals.

Responsibilities

• Scale Data Architecture by partnering with Data Engineering to design, optimize, and maintain financial data warehouses (Snowflake).
• Own Financial Datasets by defining, writing, and maintaining complex SQL queries and dbt models for clean, audit-ready metrics.
• Maintain FP&A Planning Tool (Pigment) data and drive spend optimization via AI and trend analysis.
• Automate Revenue Workflows by architecting pipelines to track CAC, LTV, Payback, and IRR.
• Leverage Python and AI for cohort forecasting and merchant net revenue retention.
• Model financial impact of pricing or international expansion with Product and GTM teams.

Skills

Advanced SQL

Python (Pandas/NumPy)

BI concepts

Tools

Snowflake

AWS

HEX

dbt

Airflow

Job description

Upside is seeking a Lead Financial Data Analyst to translate large operational datasets into strategic financial frameworks. You will scale financial data infrastructure, replace legacy reporting with automated pipelines, and deliver high-impact analytics to senior leadership.

This role sits at FP&A and Data Engineering intersection, requiring expertise in SQL, dbt, Python, and Looker/HEX-based dashboards. Hybrid work in major US offices with equity and benefits offered.