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Principal Data Analyst (Finance)

Datasite

$99,000 - $172,700
Dec 24, 2025
Remote, US
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Datasite is looking to establish a high-performance Snowflake model and sophisticated Power BI data products to serve as a single source of truth for executive leadership regarding project performance, revenue, and product usage.

Requirements

  • Strong proficiency in SQL and data modeling within Snowflake (specifically joins, windowing, and performance optimization).
  • Hands-on experience building complex measures and high-end report designs for both exploratory and leadership use.
  • Working knowledge of Microsoft Fabric administration (workspaces, capacities, semantic models, and gateways).
  • Familiarity with Salesforce’s data structure, specifically relating to revenue and project performance.
  • Experience with Salesforce data integration and reporting is highly preferred.

Responsibilities

  • Build and maintain clean, well-documented SQL models using CTEs, window functions, and views to power finance-ready reporting.
  • Map complex Salesforce object relationships (Accounts, Opportunities, Products, and custom project objects) into reliable, flattened reporting tables.
  • Proactively investigate data anomalies, reconcile figures against source systems and publish runbooks to ensure long-term data integrity.
  • Design star-schema models and complex DAX measures within Power BI/Fabric to maintain "one version of the truth" for all KPIs.
  • Drive the full lifecycle from stakeholder requirements to delivered dashboards, ensuring reports are "executive-ready" with intuitive UX/UI.
  • Own the Fabric workspace ecosystem, including capacity management, deployment pipelines, row-level security (RLS), and data source credentials.
  • Partner with Finance and Ops leaders to define metrics and prevent "metric drift" across the organization.

Other

  • 5–7+ years of experience in Data Analytics or Business Intelligence, ideally within a Finance or SaaS environment.
  • Proven track record of delivering end-to-end reporting solutions—from raw data ingestion to polished executive dashboards.
  • A "trust but verify" mindset with a relentless focus on data accuracy.
  • Ability to present findings clearly to non-technical stakeholders and produce crisp documentation.
  • Bachelor’s degree in a quantitative field (e.g., Mathematics, Statistics, Finance, Computer Science, or Engineering).