Senior Data Analyst, Finance

Job not on LinkedIn

October 2

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Logo of Achieve

Achieve

Finance • Fintech

Achieve is a leader in digital personal finance, dedicated to helping individuals achieve better financial futures. The company provides a wide range of services focused on managing and reducing debt, including debt resolution, debt consolidation, and various loan options such as personal and home equity loans. Achieve also equips its users with tools like the Debt Payoff Calculator and educational resources to enhance financial literacy. With a mission to reduce debt-related stress, Achieve offers personalized solutions, innovative technology, and expert guidance to improve clients' financial health. Rated TrustScore 4. 8/5, Achieve has resolved over $19 billion in debt and funded over $11 billion in loans, positioning itself as a reliable partner in personal finance management.

1001 - 5000 employees

Founded 2002

💸 Finance

💳 Fintech

💰 $50M Debt Financing on 2023-06

📋 Description

• Conduct large scale analyses which include the following stages: understand business goals and strategies, formulate the analytic approach, perform data extraction / exploration / transformation, and translate results into data-driven recommendation for the business team. • Design and maintain Tableau dashboards, curated datasets, and semantic layers to support various accounting and finance processes. • Develop data visualizations that make complex data accessible to non-technical team members. • Ensure reporting accuracy and performance through validation, documentation of critical metrics and logic, and enablement of self-service tools. • Collaborate within Finance and cross-functional teams (e.g., FP&A, Accounting, Procurement, Treasury, Ops, Data Engineering) to define reporting requirements, document business process workflows—including manual steps and pain points—and develop clear resolution roadmaps. • Partner with IT and Data Engineers to extract, model, and prepare data from Oracle (ERP) and other systems (e.g., Terzo, Concur, etc) to ensure reliable data foundations. • Responsible for driving priority, collaborating and coordinating with BU/Product BI / Automation teams to align on data model, reporting requirements and execution.

🎯 Requirements

• Bachelor’s degree in Finance, Business, Information Systems, or related field (or equivalent experience). • Master's degree is a plus. • 5+ years of experience in BI development or financial analytics with strong proficiency in Power BI and/or Tableau. • Proficiency with data analysis tools such as SQL, Excel, and data visualization tools (e.g., Tableau, Power BI). • Experience with Finance and Accounting process automation and platforms (e.g. ERP) • Strong analytical and problem-solving skills. • Excellent communication and presentation skills. • Detail-oriented and highly organized.

🏖️ Benefits

• Hybrid and remote work opportunities for certain roles • 401 (k) with employer match • Medical, dental, and vision with HSA and FSA options • Competitive vacation and sick time off, as well as dedicated volunteer days • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs • Up to $5,250 paid back to you on eligible education expenses • Pet care discounts for your furry family members • Financial support in times of hardship with our Achieve Care Fund • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Apply Now

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