Strategic Financial Data Architect - Equity & Unlimited PTO

Upside; Austin (TX); Hybrid; USD 145,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Equity (ISOs)

401(k) program

Parental leave

Wellness stipend

Mental health support

Unlimited PTO

Flexible work environment

Lunch reimbursement

Employee Resource Groups

L&D stipend

Transparent culture

Mission-driven

Job summary

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

Own the design of data warehouses, write complex SQL, manage forecasting in Pigment, and drive decision-making through AI-based insights and tactical pricing analyses.

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 tech unit economics (LTV, CAC, Payback Period, Churn) and corporate finance fundamentals.

Responsibilities

• Scale Data Architecture: design, optimize, and maintain financial data warehouses (Snowflake).
• Define, write, and maintain complex SQL queries and dbt models to transform data into financial metrics.
• Manage spend forecast and actuals data in Pigment and drive spend optimization via AI and trend analysis.
• Architect automated pipelines to track key metrics like CAC, LTV, Payback periods, and IRR.
• Use Python and AI to forecast cohort performance and merchant net revenue retention.
• Model financial impact of pricing models, monetization strategies, or international expansions.
• Design and build self-service dashboards (Looker, HEX, Pigment) for executive tracking.
• Act as analytical swat team for high-stakes business cases including M&A modeling.

Skills

Advanced SQL

Python (Pandas, NumPy)

FP&A / Strategic Finance

Data Modeling

Tools

Snowflake

AWS

HEX

dbt

Airflow

Looker

Pigment

Job description

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

Own the design of data warehouses, write complex SQL, manage forecasting in Pigment, and drive decision-making through AI-based insights and tactical pricing analyses.