Sr. Data Analyst, Finance

At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. 

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. 

About the Role:

The Finance Platform team focuses on enterprise tools, systems, automation, integration, and workflow development within the broader Finance Operations group, which is part of Revenue Operations (RevOps) alongside Sales & Customer Success Operations and Marketing Operations.

As a Senior Data Analyst specializing in Finance at PitchBook, you play a pivotal role in leveraging data to drive financial analysis, reporting, and decision-making processes. You will utilize data sourced from various repositories, including Snowflake as part of our Enterprise Data Platform (and associated data products), to construct insightful dashboards, reports, and analytics products tailored to address specific questions and uncover actionable insights. Your analytical skills and understanding of financial metrics will enable you to provide valuable visibility into financial performance metrics and KPIs, supporting data-driven strategies and initiatives. Building upon your extensive experience, you will not only analyze data but also provide strategic guidance and mentorship to less experienced team members. You actively contribute to shaping the overall data strategy of the organization, collaborating with senior leadership to align data initiatives with broader business objectives and drive organizational growth. 

Primary Job Responsibilities:

• Analyze financial data across multiple systems, including ERP, CRM, and business intelligence tools, to identify trends, patterns, and opportunities for optimization. Translate complex datasets into understandable insights for stakeholders. Provide deep insights into data trends, leveraging advanced analytical methodologies
• Design and develop purpose-built dashboards and reports to track financial metrics and KPIs. Ensure accuracy, relevance, and accessibility of reporting tools for end-users. Implement automated reporting solutions to streamline data delivery processes. Customize reports and dashboards to meet the specific needs of finance users, enabling informed decision-making
• Identify opportunities for automation within financial processes, such as budgeting, forecasting, and reconciliation. Work with Finance Platform and Finance teams to implement solutions that streamline workflows and reduce manual effort
• Generate actionable insights from data analysis to drive finance strategy. Collaborate with cross-functional teams to implement data-driven solutions
• Provide training and support to finance users on analytics functionality, report generation, and data analysis techniques
• Ensure the integrity and quality of sales and finance data by implementing data governance best practices. Lead initiatives to enhance data quality and integrity across marketing datasets
• Independently engage with internal customers regarding their analytics needs and deliver on them. Collaborate closely with cross-functional teams, including marketing, sales, customer success, product, and finance, to align data analysis efforts with business objectives
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelor's degree in Finance, Mathematics, Statistics, Business Analytics, or related field. Master’s degree preferred
• 5+ years of experience in data analysis, with a strong track record of delivering actionable insights and driving business impact. Prior experience in a senior or lead analyst role preferred
• Expert proficiency in SQL for complex querying, data manipulation, and performance tuning. Extensive experience with Snowflake or similar data warehou