Lead Financial Data Analyst

Meet Upside:

We created Upside to transform brick-and-mortar commerce. Our technology uses the sophistication of online retailprofit measurement attribution and incrementalityto provide users with more value on their everyday purchases and brick-and-mortar businesses with new profitable customers. Weve helped millions of users earn 2 to 3 times more cashback than any other product and hundreds of thousands of brick-and-mortar businesses earn measurable profit. Billions of dollars in commerce run through the Upside platform every year and that value goes directly back to our retailer partners the consumers they serve and important sustainability initiatives.

As a Lead Financial Data Analyst you will own the translation of large operational datasets into strategic financial frameworks. Sitting at the intersection of FP&A and Data Engineering you will scale our financial data infrastructure replace legacy reporting with automated pipelines and deliver high-impact analytics directly to senior leadership and cross-functional business partners.

• Scale Data Architecture: Partner directly with Data Engineering to design optimize and maintain financial data warehouses (using Snowflake).

• Owner of Financial Datasets: Define write and maintain complex SQL queries and dbt models to transform raw data into clean audit-ready financial metrics.

• Maintain FP&A Planning Tool: Manage spend forecast and actuals data for department budget owners in planning tool (Pigment) as well as drive optimization of spend through AI exploration and trend analysis.

• Automate Revenue Workflows: Architect automated pipelines to track key user metrics such as CAC LTV Payback periods and IRR.

• Statistical Forecasting: Leverage Python and AI to improve user cohort performance forecasting as well as merchant net revenue retention.

• New Vertical Pricing Support: Partner with Product and Go-to-market teams to model the financial impact of new pricing models monetization strategies or international expansions.

• Institutional Dashboarding: Design and build self-service dashboards (using Looker HEX) that allow executive leadership to track real-time performance of the business.

• Ad-Hoc Strategic Analytics: Act as analytical swat team for high-stakes business cases evaluating corporate development opportunities or M&A modeling.

• The Technical Core: 7 years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company

• Databases & Querying: Advanced SQL mastery (window functions CTEs query optimization). Experience with Snowflake AWS and HEX.

• Data Pipelines: Experience using dbt for data transformation or basic workflow orchestration with Airflow.

• Programming: High proficiency in Python (Pandas NumPy) and automating financial workflows.

• Business Intelligence: Expert-level creation of dynamic reporting layers in Looker HEX and/Pigment.

• Traditional Finance: Advanced knowledge of tech unit economics (LTV CAC Payback Period Churn) and corporate finance fundamentals.

The fine print:

Location: This hybrid role is based in our Austin Chicago DC or NYC -office attendance is required on Monday Tuesday and Thursday and may increase based on project-based needs and changes to Upsides in-office policy over time.

Compensation: The U.S. base salary range for this full-time position varies by work location:

• Tier 1: NYC $160000 $180000

• Tier 2: Austin Chicago Washington DC $145000 $165000

In addition to base salary this position is also eligible for equity and benefits.

The final starting pay will be determined based on job-related skills experience qualifications work location and market conditions. Your recruiter can share more about the specific salary range for your location during the hiring process.

#LI-Hybrid

Benefits:

• Medical dental and vision coverage starting on Day 1

• Equity (ISOs)

• 401(k) program

• Family planning programs paid parental leave

• Physical fitness and wellness memberships

• Emotional and mental health support programs

• Unlimited PTO 10 paid federal holidays our annual week-long Winter Break

• Flexible work environment

• Lunch reimbursement for in-office employees

• Employee Resource Groups

• Learning and Development stipend

• Transparent culture

• Amazing mission!

Diversity and Inclusion:

Diversity drives innovation and our differences make us stronger. Were passionate about building a workplace that represents a variety of backgrounds skills and perspectives and we do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability status. Everyone is welcome here!

If theres anything we can do to support a disability or special need during your application or interview process please email

This email is for accessibility accommodations only it should not be used to submit job applications.

Notice To Recruiters And Placement Agencies:

This is an in-house search with a dedicated recruiter. Please do not submit resumes to any person or email address at Upside. Upside is not liable for and will not pay placement fees for candidates submitted by any party or agency other than its approved recruitment partners.

Required Experience:

IC