Senior Financial Data Architect FP&A & Analytics

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

Benefits offered by this job

Medical, dental, and vision coverage

Equity

401(k) program

Family planning programs

Wellness memberships

Mental health support

Unlimited PTO + 10 holidays + Winter休

Flexible work environment

Lunch reimbursement

Employee Resource Groups

Learning and Development stipend

Transparent culture

Amazing mission

Job summary

Upside is seeking a Lead Financial Data Analyst to translate large datasets into strategic financial frameworks. You will scale our financial data infrastructure at the intersection of FP&A and Data Engineering, replacing legacy reporting with automated pipelines and delivering high-impact analytics to senior leadership.

You will own financial datasets, write complex SQL, manage planning data in Pigment, automate key revenue workflows, and contribute to forecasting and pricing strategy with

Qualifications

• 7+ years of FP&A or strategic finance experience at a high-growth SaaS/tech company.
• Advanced SQL skills (window functions, CTEs); experience with Snowflake, AWS, HEX.
• Proficient in Python (Pandas, NumPy) and automating financial workflows.
• Expertise in BI tools (Looker, HEX, Pigment) and dynamic reporting.
• Experience with dbt or basic workflow orchestration (Airflow).

Responsibilities

• Scale Data Architecture with Data Engineering to design and maintain financial data warehouses (Snowflake).
• Own Financial Datasets: write/maintain complex SQL and dbt models to transform data into financial metrics.
• Maintain FP&A planning tool (Pigment) data for budgets and drive spend optimization via AI/analysis.
• Automate revenue workflows to track CAC, LTV, Payback, and IRR.
• Forecasting using Python and AI to improve cohort performance and revenue retention.
• Model financial impact of pricing changes, monetization strategies, or international expansion.
• Build self-service dashboards for executives (Looker, HEX, Pigment).
• Act as analytics swat team for strategic opportunities or M&A modeling.

Skills

FP&A/Strategic Finance experience

SQL advanced

Python (Pandas, NumPy)

BI reporting (Looker, HEX, Pigment)

Data forecasting

Tools

Snowflake

AWS

dbt

Looker

HEX

Pigment

Airflow

Job description

Upside is seeking a Lead Financial Data Analyst to translate large datasets into strategic financial frameworks. You will scale our financial data infrastructure at the intersection of FP&A and Data Engineering, replacing legacy reporting with automated pipelines and delivering high-impact analytics to senior leadership.

You will own financial datasets, write complex SQL, manage planning data in Pigment, automate key revenue workflows, and contribute to forecasting and pricing strategy with