Principal Financial Analyst
hace 2 días
Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing
and more. Here you'll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth.
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Job Description:
Datasite is seeking a Principal Financial Analyst to join our Finance Data and Analytics team. This is a highly technical, hands-on role where Analytics and BI engineering meet financial acumen. You will be responsible for architecting automated reporting workflows and managing metric governance to ensure 100% data integrity. By leveraging modern business intelligence platforms and advanced analytics, you will build scalable solutions that provide leadership with the trusted, actionable intelligence required to make critical business decisions.
Responsibilities
- Architect and automate business-critical financial reporting workflows using the Microsoft Power Platform (Power BI, Power Automate, Power Apps), transforming manual Excel processes into resilient, automated solutions.
- Develop executive-grade dashboards that go beyond just descriptive visualizations to provide actionable insights, trend analysis, and decision-intelligence for senior leadership.
- Integrate data from disparate sources (MS Fabric, Snowflake, Salesforce, Workday, etc.) to build scalable reporting solutions.
- Champion data governance by establishing automated validation checks for key metrics and ensuring data integrity, timeliness, and trust across all reporting layers
- Translate complex business intelligence requirements into technical specifications, acting as the primary bridge between the business and technical owners/teams.
- Drive continuous improvement by auditing existing data pipelines and reports for latency and inefficiency, implementing optimizations to enhance performance and user experience.
- Lead complex scenario modeling and ad-hoc analysis for strategic initiatives using advanced analytics and BI tools.
Education
- Bachelor's degree in Finance, Data Science, Information Systems, or a related quantitative field
- Master's degree in a data/analytics field preferred
Qualifications
- 7+ years of progressive experience in Business Intelligence, Analytics Engineering, FP&A, or Revenue Operations, with a proven track record of automating complex reporting workflows and delivering actionable insights.
- Deep expertise in Microsoft Power Platform (Power BI, Power Automate, Power Apps, etc.) as well as Microsoft 365 suite.
- Advanced SQL skills with hands-on experience querying and managing data in cloud data warehouses such as Snowflake or Microsoft Fabric; ability to write efficient code for large datasets.
- Demonstrated ability to replace manual Excel/spreadsheet dependencies with automated solutions using Power Automate and Power Apps.
- Proven experience establishing metrics governance frameworks for key performance indicators (e.g., ARR, Retention, Margins), ensuring that automated BI outputs strictly align with official definitions and accounting standards.
- Understanding of SaaS business models and metrics and ability to translate them into data logic/requirements.
- Proven ability to partner cross functionally, translating business requirements into technical data requirements as well as technical constraints into timelines and delivery risks
- Knowledge of Python or R for advanced statistical modeling or forecasting preferred
- Relevant MS certifications preferred
Work Location & Flexibility
This position is based in our Heredia, Costa Rica office and follows a hybrid work model. Employees are expected to work on-site a minimum of two days per week. Please note that specific business units or role requirements may require additional in-office days based on team collaboration needs or operational priorities.
Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.
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