Senior Data Analyst, Finance

Company Description

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner.

Job Description

As a Sr. Data Analyst, Finance,  you will leverage advanced analytics, automation, and financial modeling to support the Finance and Accounting departments. You will design and optimize processes to streamline monthly reporting, accelerate close and audit cycles, and ensure data accuracy. Collaborating with cross-functional teams, you will deliver actionable insights through tools like SQL, Google Sheets and Tableau to drive strategic financial decisions. Your role will include monthly support, troubleshooting data, and new areas for improvement and enhancing operational efficiency through innovative data solutions.

Key Responsibilities:

Data Analysis:

• Conduct large scale analyses which include the following stages: understand business goals and strategies, formulate the analytic approach, perform data extraction / exploration / transformation, and translate results into data-driven recommendation for the business team.
• Design and maintain Tableau dashboards, curated datasets, and semantic layers to support various accounting and finance processes
• Develop data visualizations that make complex data accessible to non-technical team members.
• Ensure reporting accuracy and performance through validation, documentation of critical metrics and logic, and enablement of self-service tools.

Cross-functional Collaboration and Coordination:

• Collaborate within Finance and cross-functional teams (e.g., FP&A, Accounting, Procurement, Treasury, Ops, Data Engineering) to define reporting requirements, document business process workflows—including manual steps and pain points—and develop clear resolution roadmaps.
• Partner with IT and Data Engineers to extract, model, and prepare data from Oracle (ERP) and other systems (e.g., Terzo, Concur, etc) to ensure reliable data foundations.
• Responsible for driving priority, collaborating and coordinating with BU/Product BI / Automation teams to align on data model, reporting requirements and execution.

Qualifications

• Bachelor’s degree in Finance, Business, Information Systems, or related field (or equivalent experience). Master's degree is a plus.

• 5+ years of experience in BI development or financial analytics with strong proficiency in Power BI and/or Tableau. With a focus on supporting Finance and Accounting partners 

• Proficiency with data analysis tools such as SQL, Excel, and data visualization tools (e.g., Tableau, Power BI).

• Experience with Finance and Accounting process automation and platforms (e.g. ERP)

• Strong analytical and problem-solving skills.

• Excellent communication and presentation skills.

• Detail-oriented and highly organized.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Achieve well-being with:

• Hybrid and remote work opportunities for certain roles
• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA options  
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Work from home/hybrid:

We are proudly offering hybrid options in the San Mateo, CA and Phoenix, AZ metro market. In other locations throughout the country, we offer work from home.

Salary Range: $90,000 to $100,000 annually + bonus + benefits. 

This information represents the expected salary