PandaDoc · 21 hours ago
Sr. Financial Data Analyst
United States
Full-time
Remote
Mid, Senior Level
$145K/yr - $180K/yr
4+ years expPandaDoc empowers organizations by automating document workflows, and they are seeking a Sr. Financial Data Analyst to turn complex SaaS business data into actionable insights. The role involves owning the analytics process, ensuring data quality, building SQL-based datasets, and collaborating with various teams to drive revenue growth and operational efficiency.
Contact ManagementDocument ManagementE-SignatureSaaSSales AutomationSoftware
Responsibilities
Monitor and ensure accuracy of key SaaS metrics (ARR, MRR, churn, LTV:CAC, expansion revenue) by identifying discrepancies, performing root cause analyses, and implementing corrective actions
Build and maintain SQL-based datasets and data models in modern analytics environments (e.g., dbt, Snowflake, Fivetran) to support self-service and automated reporting
Develop and maintain BI dashboards (Looker, Tableau, Power BI) that provide real-time visibility into performance and system health for GTM and product teams
Collaborate directly with product managers, sales leadership, marketing, and executives to define metrics, track leading indicators, and uncover revenue opportunities
Perform data-driven investigations to support pricing decisions, product launches, and strategic initiatives
Streamline reporting processes, automate recurring workflows, and standardize metric definitions across the company
Qualification
Required
4+ years as a Data Analyst, BI Analyst, or Financial Analyst in a SaaS or tech environment
Bachelor's degree in Finance, Computer Science, Data Science, Statistics, Business, or a related field
Advanced SQL skills and experience working with large, complex datasets
Proficient with BI tools (Tableau, Looker, or Power BI) and advanced Excel
Skilled at building integrated models from scratch and translating complex data into clear, actionable recommendations
Excellent written and verbal communication skills; confident presenting findings to senior leadership
Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
Relationship Building: Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management with ability to influence at all levels
Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups
Preferred
Prior experience with Salesforce.com, ERP/NetSuite, or SaaS billing systems a plus
Benefits
Employees may be able to purchase company stock (or receive annual bonuses)
Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans.
Employees will also receive 13.34+ hours of paid time off per month
6 self care days
Birthday PTO day
10 company-paid holidays off per year
Company
PandaDoc
PandaDoc enables users to create, deliver, and manage their teams’ quotes, proposals, contracts, and other sales collateral.
501-1000 employees
H1B Sponsorship
PandaDoc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$56.94MKey Investors
Indico Capital PartnersOne PeakRembrandt Venture Partners
2025-12-16Series Unknown· $5.88M
2021-09-22Series C
2020-08-05Series B· $30M
Leadership Team
Sergey Barysiuk
CTO, co-founder
Richard Bray
CFO
Recent News
Tech Startups - Tech News, Tech Trends & Startup Funding
2025-12-18
Tech Startups - Tech News, Tech Trends & Startup Funding
2025-12-18
Company data provided by crunchbase