Financial Data Analyst

Brisbane, CA, United States

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SquareTrade

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Company Description

SquareTrade is the fastest growing company of its kind. We’re revolutionizing a $30b industry with service innovation and attention to customer satisfaction. We partner with some of the largest, most sophisticated retailers and carriers in the world (Amazon, Walmart, The Home Depot to name a few), consistently win industry awards, have received tens of thousands of 5-star reviews… and we’re just getting started. A member of the Allstate family, SquareTrade has headquarters in San Francisco and London. We are currently expanding in Europe and Asia Pacific, including Japan and Australia.

Job Description

The Financial Analysis team combines the functions of financial planning and data analysis. We take an end-to-end view of the business financially and operationally. The team is responsible for reporting cadence & dashboard development, budgeting & forecasting, long-term financial planning, risk management & pricing, company-wide business intelligence, and decision support for sales & operational business units. We use complex modeling to build connective tissue between raw data and financial performance as well as partner with all parts of the business.

The Financial Data Analyst will work in the revenue & expense analysis segment of the team. This group reports and builds models related to the company’s sales performance and operating expenses, while working closely with senior management to monitor & forecast performance. The Analyst will support the Manager in the group in creating financial and operating reports, budgets and forecasts for operating expenses, and developing financial support for operating decisions. Well-qualified candidates will have experience building and maintaining financial models in Excel, organizing data in SQL and building dashboards in business intelligence tools (e.g., Tableau). This position will also provide other ad hoc analyses and data as needed.

This role provides opportunities to get involved with complex projects that touch a variety of different teams throughout the company and will challenge you to use your analytical skills to solve problems creatively. The position reports to the Finance Director.

Responsibilities:

  • In-depth exploration of causes or trends to identify problems, opportunities and specific actions required
  • Build and use financial models that simulate and forecast business elements and margin implications; quantify uncertainty and statistical variance in projections/scenarios
  • Identify and research monthly and quarterly variances to forecast or prior year’s results, actively recognizing opportunities for improvement
  • Uncover new opportunities to grow and optimize the business through analytics, financial modeling, and business case development
  • Improve processes for current reporting, automation, frequency, efficiency, etc.
  • Create and overhaul dashboards and underlying data structures
  • Ensure integrity of financial models, reporting and databases
  • Support operational departments with ad hoc analysis and reporting
  • Presenting analysis to senior level management

Qualifications

  • 2-5 years of work experience as an analyst, or similar position
  • Bachelor’s Degree in Business, Economics, Mathematics, Statistics, or a related field
  • Advanced degree (i.e.: an MBA or Master's in an analytics-oriented field) is a plus
  • Experience building, updating, and maintaining financial models
  • Advanced Microsoft Excel skills
  • Familiarity with reporting tools (Tableau) and SQL skills are a plus
  • Ability to draw conclusions from raw data then summarize results quickly and efficiently
  • Experience working with large data volumes required
  • Ability to meet deadlines in a fast-paced environment
  • Organized and detail oriented
  • Strong writing and presentation skills

Additional Information

Our line-up of employee benefits include:

  • Excellent benefits (medical, dental, vision, life, disability, and more)
  • Flexible PTO
  • 401K with employer matching plan up to 5% of salary
  • HSA with employer contribution
  • Paid parental leave
  • Monthly internet reimbursement directly in your paycheck
  • Monthly wellness allowance
  • Open access to mental health resources including therapy and coaching for employees and dependents
  • Generous work-from-home set-up allowance
  • Paid volunteer time to give back to the community
  • Access to a diverse array of Employee Resource Groups
  • Flexible and hybrid work schedules
  • Development and career growth opportunities

(California Only) Pursuant to applicable law, SquareTrade estimates the possible base salary for this role, if hired in California, to be within the following range: $85-110K.  

The Team:  http://www.squaretrade.com/leadership   

SquareTrade is an Equal Opportunity Employer 

Tags: Business Intelligence Data analysis Economics Excel Finance Mathematics Research SQL Statistics Tableau

Perks/benefits: 401(k) matching Career development Flex hours Flex vacation Health care Medical leave Parental leave Wellness

Regions: Asia/Pacific North America
Job stats:  11  2  0
Category: Analyst Jobs

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