Senior / Lead Data Analyst, Strategic Finance (FP&A) jobs in United States
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Cleo · 2 months ago

Senior / Lead Data Analyst, Strategic Finance (FP&A)

Cleo is a fast-growing fintech company on a mission to change humanity's relationship with money. They are seeking a Senior / Lead Data Analyst in Strategic Finance to build insight delivery systems and models that enhance decision-making across financial planning and analysis.

Artificial Intelligence (AI)FinanceFinancial ServicesFinTech

Responsibilities

Build predictive models and decision-support tools driving our financial statements - from revenue, gross profit, operating costs, and cashflow
Turn one-off strategic analyses into scalable, self-serve tools — powering decision-making across scenario planning, LTV modelling, cohort analysis, pricing, and capital allocation
Work cross-functionally with Data, Product, and Engineering to define and maintain data models that power both executive-level insight and operational decisioning
Automate recurring finance workflows such as investor reporting, covenant tracking, performance pacing, and financial close tasks
Create intelligent, automated reporting workflows for financial and operational metrics - think trading updates, forecast variance analysis, board KPIs, and more
Own the architecture for insight delivery - dashboards, semantic layers, and data pipelines that serve as the foundation for financial and strategic reporting
Act as the technical bridge within Strategic Finance, enabling faster, smarter decisions through automation, intelligent tooling, and scalable systems
Champion data governance and documentation to ensure consistency, trust, and clarity across all internal and external reporting

Qualification

Predictive modelingSQLBI toolsData automationFinancial metricsData workflow toolsBuilder mindsetInterest in fintechCommunication skills

Required

5+ years in data analytics, BI engineering, analytics engineering, or hybrid data/finance roles, ideally in a high-growth, product-led company
Experience developing and owning predictive modelling systems at a company level
Ability to communicate analytical insights with influence at senior forums. Experience guiding internal decision-making at executive level
Hands-on experience with BI tools (e.g. Looker, Mode, Tableau) and data workflow tools (dbt, Airflow)
Expert-level SQL and strong experience with scripting (Python preferred) for automation and data workflow orchestration
Strong grasp of financial and operational metrics—ideally having worked closely with FP&A, Strategic Finance, or similar teams
A builder mindset: bias for automation, ownership, and delivering value fast
Interest in fintech and Cleo's mission to make money easier and more human

Preferred

Prior experience automating or supporting investor-facing reporting or board materials
Experience working in environments with a blend of consumer tech and financial services (e.g. AI, lending, credit, payments)

Benefits

Company-wide performance reviews every 6 months
Generous pay increases for high-performing team members
Equity top-ups for team members getting promoted
25 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo, up to 30 days)
6% employer-matched pension in the UK
Private Medical Insurance via Vitality, dental cover, and life assurance
Enhanced parental leave
1 month paid sabbatical after 4 years at Cleo
Regular socials and activities, online and in-person
We'll pay for your OpenAI subscription
Online mental health support via Spill
Workplace Nursery Scheme
And many more!

Company

Changing the world’s relationship with money.

Funding

Current Stage
Growth Stage
Total Funding
$137.5M
Key Investors
SofinaEQT VenturesTriplePoint Capital
2022-06-16Series C· $80M
2020-12-10Series B· $44M
2019-06-17Debt Financing

Leadership Team

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Barnaby Hussey-Yeo
Founder and CEO
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Company data provided by crunchbase