Senior Financial Data Analyst

Salary: [Salary information not provided] Location Type: On-site (San Francisco HQ) Employment Type: [Employment type not provided]

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About Envoy

Envoy's workplace platform has redefined how companies welcome visitors, improve the onsite experience, book desks and meeting rooms, manage deliveries, and access accurate and unified workplace data in 16,000 locations around the globe by designing products that solve common workplace problems.

Envoy provides a simple way to manage your complex safety, security, and compliance needs across all your workplace locations—wherever you need to bring people together.

Rely on smart, automated solutions to common workplace problems, like freeing up unused space and eliminating repetitive tasks. Not only does this allow you to make the most efficient use of your space and resources, it frees up your team’s time to focus on the work that matters.

With Envoy’s intuitive technology that employees actually enjoy using, you can create a great workplace experience that fosters community and togetherness by making it easy for teams to coordinate working onsite.

Unlike companies that offer disconnected workplace solutions and disparate (and often imprecise) data sources, Envoy’s platform provides accurate, comprehensive, and unified workplace data so you can make informed business decisions. Envoy’s integrated solutions pull data from multiple sources to ensure that you always have the most accurate data available.

For more information, visit Envoy.com.

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About the Role

We are a data-driven organization committed to leveraging analytics to drive financial and business decisions. Our team values collaboration, accuracy, and efficiency in data management and analysis. We are looking for a Senior Financial Data Analyst to play a critical role in financial reporting, forecasting, automation, and strategic decision-making.

This role will focus on financial analytics, revenue recognition, data automation, and cross-functional collaboration. You will work closely with finance, accounting, FP&A, and business teams to ensure the accuracy and integrity of financial data, streamline reporting processes, and drive automation initiatives.

Our data stack comprises Redshift, dbt, Looker, and Jupyter Notebooks. We prefer a candidate with hands-on experience on our data stack, and/or with Sage Intacct or a similar accounting software. Also helpful to have Chargebee, Stripe or similar billing software experience. If you have a passion for transforming financial data into actionable insights and driving efficiency through automation, we’d love to hear from you.

This is an on-site position that requires 4 days a week (Monday-Thursday) in our San Francisco HQ.

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Responsibilities

• Partner with Accounting, FP&A, and Data teams to provide insights, dashboards, and automated reports that enhance financial decision-making.
• Develop and maintain financial models, operational dashboards, and reporting tools to track key business metrics.
• Ensure data integrity between financial systems (Sage Intacct, ERP, CRM, Salesforce, and other business applications).
• Optimize month-end close processes and reconciliations through automation and data validation.
• Drive forecasting, budgeting, and variance analysis to support strategic planning and financial modeling.
• Conduct ad-hoc analyses to support leadership in financial and operational decision-making.
• Work cross-functionally with teams across finance, operations, and business units to translate business needs into analytical solutions.
• Identify opportunities for automation and process improvement to increase the accuracy and efficiency of financial reporting.

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About You

• Finance-savvy & detail-oriented: You understand financial reporting, forecasting, and accounting principles.
• Data-driven problem solver: You analyze complex datasets to provide actionable business recommendations.
• Meticulous with data integrity: You ensure accuracy in financial reports, reconciliations, and automation processes.
• Self-starter: You take initiative, identify problems, and... [rest of the sentence is cut off]

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Requirements

• Data Stack Experience: Hands-on experience with Redshift, dbt, Looker, and Jupyter Notebooks is preferred.
• Accounting Software: Experience with Sage Intacct or similar accounting software is preferred.
• Billing Software: Experience with Chargebee, Stripe, or similar billing software is helpful.
• Collaboration: Ability to partner effectively with Accounting, FP&A, Data, and business teams.
• Analytical Skills: Strong ability to analyze complex datasets and provide actionable insights.
• Process Improvement: Aptitude for identifying and implementing automation and process improvements.
• On-site Presence: Ability to work 4 days a week (Monday-Thursday) in our San Francisco HQ.

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Application Instructions

[Application instructions not provided]