Data Analyst, Finance
The Data Analyst, Finance at Confidential Client is a mid-level role focused on owning and analyzing financial data to support accurate forecasting, reporting, and reconciliation for e-commerce brands. This position acts as a critical partner to Finance by transforming raw transaction data into trusted financial insights, managing forecasts, and investigating revenue discrepancies. The role requires strong financial acumen, proficiency with SQL and BI tools, and experience with e-commerce payment processors in a fully remote environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Technology, Information and Internet.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Role
Confidential Client is hiring a hands-on, mid-level Data Analyst (Finance) to own forecasting, P&L reporting, and financial data integrity for DTC e‑commerce brands. You will translate raw transaction and processor data into a P&L the business trusts, partner closely with Finance, and build dashboards and forecasts that guide decisions.
This is a fully remote, full-time role (TELECOMMUTE). The authoritative job location is Burbank, CA (for posting and compliance purposes).
What You’ll Do
- Build and maintain financial forecasts for revenue, orders, subscription renewals, and expenses by brand and channel; keep forecasts updated as actuals arrive.
- Track forecast vs. actual performance, explain variances, and escalate meaningful misses to Finance.
- Produce P&L reporting (revenue, gross vs. net sales, discounts, refunds, COGS, contribution margin) by brand, channel, and product.
- Report unit economics (contribution margin, payback period, profitability) and support month-end close with tied-out data.
- Lead reconciliation investigations for revenue discrepancies across payment processors (Stripe, Shopify Payments, Amazon), bank deposits, internal DB, and accounting (QuickBooks).
- Reconcile marketing/ad spend across platforms and invoices against finance records; document root causes and work with engineers to fix issues at the source.
- Apply business logic to transform raw transaction data in Snowflake using SQL and transformation tools (dbt, KNIME, Python, or similar).
- Prepare the “last mile” of data for Finance: data prep, transformation, and high-impact dashboards in Sigma (or Tableau/Looker/Power BI).
- Document metric definitions and business logic so teams share a single source of truth.
What We’re Looking For
- 2–3 years of hands-on data analysis experience supporting finance (mid-level, not junior or senior architect).
- Proven experience building and maintaining financial forecasts used by Finance (SQL, spreadsheets, or BI tools).
- Strong financial acumen: revenue recognition, COGS, gross vs. net sales, refunds, contribution margin.
- Direct experience with DTC e‑commerce data: Shopify, Amazon Seller Central, Stripe.
- Advanced SQL skills in Snowflake; experience building dashboards in Sigma (or Tableau/Looker/Power BI).
- Advanced Excel or Google Sheets skills.
- Familiarity with data transformation tools (dbt, KNIME, Alteryx) or Python/pandas for last‑mile prep.
- Comfortable communicating with Data Engineers about ELT/ETL (Fivetran, Hevo, Airbyte, etc.) and owning metric definitions.
Nice to Have
- Direct familiarity with QuickBooks reporting structure.
- Prior experience reconciling processor payouts to bank deposits and accounting entries.
- Experience working in high-growth DTC brands and supporting cross-functional Finance stakeholders.
Compensation & Benefits
- Salary: $80,000 - $100,000 per year (based on experience).
- Excellent medical, dental, vision, and life insurance.
- Fully remote, full-time position with a monthly WFH stipend.
- Generous paid time off and employee product discounts.
- Collaborative, growth-oriented team environment.
Confidential Client — Workplace & Culture
Confidential Client values ownership, curiosity, and continuous learning. You’ll work with operators and builders who expect rigorous data, candid feedback, and thoughtful execution. If you enjoy tracing a single transaction through the data lifecycle to find the truth, you’ll thrive here.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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