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Lead Data Analyst (Finance Analytics)

Agero

$110,000 - $125,000
Aug 19, 2025
Medford, MA, US • MA, US
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Agero is looking to transform raw financial data into actionable insights and optimize their data infrastructure to support strategic decision-making across their finance functions.

Requirements

  • Proficiency in querying, analyzing, and visualizing large datasets using SQL, Python, R.
  • Experience with cloud data platforms such as GBQ, Snowflake, or Redshift.
  • Experience with data modeling principles and tools (e.g., dbt).
  • Proficiency in at least one data visualization tool (e.g., Sigma, Tableau, Power BI, Looker).
  • Strong understanding of financial concepts, statements (P&L, Balance Sheet, Cash Flow), and metrics.
  • Familiarity with Financial Oracle DB (e.g., EBS R12, Fusion Apps or Workday)
  • Experience with financial planning and analysis (FP&A) processes.

Responsibilities

  • Lead the development of the finance analytics layer, owning the business logic that transforms data into reliable metrics for reporting and analysis.
  • Serve as the primary author of finance data models, building and maintaining transformations (e.g., using dbt) on top of the foundation data provided by the data engineering team.
  • Implement data quality checks and validation processes to ensure the integrity and reliability of financial data.
  • Act as a key strategic partner to the data engineering team, translating business needs into technical requirements to guide the evolution of the core data infrastructure.
  • Perform in-depth analysis of financial data, including revenue, expenses, profitability, forecasting, and budgeting.
  • Develop and maintain key financial reports, dashboards, and visualizations to provide clear insights to finance leadership and business partners.
  • Identify trends, anomalies, and opportunities within financial datasets to support strategic planning and operational improvements.

Other

  • Bachelor's or Master’s degree in Finance, Economics, Accounting, Data Science, Computer Science, or a related quantitative field.
  • 4+ years of experience in a data analysis role, with a significant focus on financial data.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Strong communication and interpersonal skills, with the ability to collaborate effectively with both technical and non-technical teams.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.