Datasite · 11 hours ago
Principal Financial Analyst
USA - MN - Minneapolis
Full-time
Hybrid
Senior Level, Lead/Staff
$99K/yr - $173K/yr
5+ years expDatasite is a global leader in facilitating economic value creation for companies, and they are seeking a Principal Financial Analyst to join their Finance Data and Analytics team. This role involves architecting automated reporting workflows and managing metric governance to ensure data integrity while leveraging advanced analytics for strategic decision-making.
FinTechSoftware
Responsibilities
Develop and manage executive-grade reporting and dashboards that go beyond just descriptive visualizations to provide actionable insights, trend analysis, and decision-intelligence for senior leadership
Architect and automate business-critical financial reporting workflows using the Microsoft Power Platform (Power BI, Power Automate, Power Apps), transforming manual Excel processes into resilient, automated solutions
Lead complex scenario modeling and ad-hoc analysis for strategic initiatives using advanced analytics and BI tools
Champion KPI governance by establishing automated validation checks for key metrics and ensuring data integrity, timeliness, and trust across all reporting layers
Translate complex business intelligence requirements into technical specifications, acting as the primary bridge between the business and technical owners/teams
Drive continuous improvement by auditing existing data pipelines and reports for latency and inefficiency, implementing optimizations to enhance performance and user experience
Qualification
Required
5+ years of progressive experience in Business Intelligence, Analytics Engineering, FP&A, or Revenue Operations, with a proven track record of automating complex reporting workflows and delivering actionable insights
Strong data analytics and financial analysis skills with the ability to translate complex data into actionable insights
Expertise in Microsoft Power Platform (Power BI, Power Automate, Power Apps, etc.) as well as Microsoft 365 suite. Advanced Excel and Power BI required
Advanced SQL skills with hands-on experience querying and managing data in cloud data warehouses such as Snowflake or Microsoft Fabric; ability to write efficient code for large datasets
Demonstrated ability to replace manual Excel/spreadsheet dependencies with automated solutions using Power Automate and Power Apps
Proven experience establishing metrics governance frameworks for key performance indicators (e.g., ARR, Retention, Margins), ensuring that automated BI outputs strictly align with official definitions and accounting standards
Proven ability to partner cross functionally, translating business requirements into technical data requirements as well as technical constraints into timelines and delivery risks
Bachelor's degree in Finance, Data Science, Information Systems, or a related quantitative field
Preferred
Master's degree in a data/analytics field preferred
Understanding of SaaS business models and metrics and ability to translate them into data logic/requirements preferred
Salesforce Reporting (Reports / CRM Analytics / Einstein Analytics) experience preferred
Knowledge of Python or R for advanced statistical modeling or forecasting preferred
Relevant MS / analytics certifications preferred
Experience with planning and forecasting tools such as Anaplan preferred
Benefits
Health insurance (medical, dental, vision)
A retirement savings plan
Paid time off
Other employee benefits
Company
Datasite
Datasite is a leading SaaS platform used by enterprises globally to execute complex, strategic projects.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-10-19Acquired
Leadership Team
Rusty Wiley
Chief Executive Officer
James Lehnhoff
Chief Technology Officer
Recent News
HongKong Business
2025-09-29
The European Financial Review
2025-09-02
2025-08-24
Company data provided by crunchbase