[Remote] Sr. Financial Data Analyst

Note: The job is a remote job and is open to candidates in USA. PandaDoc empowers organizations by providing a document workflow automation platform, and they are seeking a Senior Financial Data Analyst to turn complex SaaS business data into actionable insights. The role involves owning the analytics process, ensuring data quality, and collaborating with various teams to drive revenue growth and operational efficiency. 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. Skills • 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. • Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data • Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results • Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions • Relationship Building: 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 • Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups • Prior experience with Salesforce.com, ERP/NetSuite, or SaaS billing systems a plus. 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 Company Overview • PandaDoc enables users to create, deliver, and manage their teams’ quotes, proposals, contracts, and other sales collateral. It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is Apply tot his job