Senior Financial Data Architect — Equity & Automation

Socket.dev; Washington (District of Columbia); Hybrid; USD 145,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Equity (ISOs)

401(k) program

Family planning + paid parental leave

Unlimited PTO + 10 paid holidays +冬季长假

Flexible work environment

Lunch reimbursement

Job summary

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

You will own financial datasets, build SQL/dbt models, and automate revenue workflows (CAC, LTV, Payback, IRR) while forecasting with Python and AI.

Qualifications

• 7+ years of FP&A or Strategic Finance at a high-growth SaaS/Tech company.
• Advanced SQL mastery (window functions, CTEs); Snowflake, AWS, and HEX experience.
• dbt for data transformation or basic Airflow workflows.
• High proficiency in Python (Pandas, NumPy) and automating financial workflows.
• BI/reporting: Looker, HEX, Pigment; knowledge of LTV, CAC, Payback, Churn.

Responsibilities

• Scale Data Architecture: partner with Data Engineering to design, optimize, and maintain financial data warehouses (Snowflake).
• Owner of Financial Datasets: write complex SQL queries and dbt models to transform data into metrics.
• Maintain FP&A Planning Tool: manage forecast/actuals in Pigment and drive spend optimization with AI/analysis.
• Automate Revenue Workflows: build pipelines tracking CAC, LTV, Payback periods, IRR.
• Statistical Forecasting: use Python and AI to improve cohort performance and NRR.
• Pricing & Expansion: model financial impact of pricing, monetization, or international growth.
• Dashboarding: create Looker/HEX dashboards for executive real-time visibility.
• Ad-hoc Analytics: support M&A modeling and strategic opportunities.

Skills

SQL

Snowflake

AWS

HEX

dbt

Airflow

Python

Pandas

NumPy

Looker

Pigment

Tools

dbt

Airflow

Pigment

Job description

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

You will own financial datasets, build SQL/dbt models, and automate revenue workflows (CAC, LTV, Payback, IRR) while forecasting with Python and AI.