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Achieve · 6 hours ago

Senior Financial Data Analyst

Arizona, United States

Full-time

Hybrid

Senior Level

$90K/yr - $100K/yr

5+ years exp

Achieve is a leading digital personal finance company, and they are seeking a Senior Financial Data Analyst to support their Finance and Accounting departments. The role involves leveraging advanced analytics and financial modeling to streamline reporting processes and deliver actionable insights.

Financial Services

H1B Sponsor Likely

Responsibilities

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

Qualification

SQLTableauPower BIData analysisFinance process automationAnalytical skillsCommunication skillsPresentation skillsDetail-orientedOrganizational skills

Required

Bachelor's degree in Finance, Business, Information Systems, or related field (or equivalent experience)

5+ years of experience in BI development or financial analytics with strong proficiency in Power BI and/or Tableau

Advanced 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

Preferred

Master's degree is a plus

Benefits

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

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

Company

Achieve

Glassdoor3.4

Achieve is the leader in digital personal finance, built to help everyday people thrive.

Founded in 2002

Tempe, Arizona, US

1001-5000 employees

https://www.achieve.com

H1B Sponsorship

Achieve 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 (13)

2024 (8)

2023 (6)

2022 (18)

2021 (12)