The Role
The Financial Data Analyst will analyze financial data, improve reporting, and automate workflows to provide actionable business insights.
Summary Generated by Built In
About Belong
We believe in a world where homes are owned by regular people, not corporations. Our mission is to provide authentic belonging experiences, empowering residents to become homeowners and homeowners to achieve financial freedom. We are building a scaled system of wealth creation for regular people through homeownership. We've survived Covid, the tech crash, and the toughest years of the capital markets. We are growing fast and we are AI First. Our 200+ Belongers are strong, curious, and extremely ambitious.
Financial Data Analyst
Our Finance team plays a critical role in ensuring that our business is operating efficiently, making data-driven decisions, and staying financially healthy. We’re looking for a Financial Data Analyst to help us unlock the full potential of our financial data by improving reporting, analytics, and automation.
What This Person Will Do at Belong
As a Financial Data Analyst, you will be responsible for pulling, analyzing, and structuring financial data from various sources to generate actionable insights. Over time, this role will evolve from report generation to building automation and integrations between Belong’s management system and accounting system.
This role is ideal for someone who loves working with data, has a strong analytical mindset, and enjoys solving problems through data engineering and automation. You don’t just pull reports—you understand the story behind the numbers and can translate raw data into meaningful business insights.
In this role, you will:
- Extract and consolidate financial data from sources like BigQuery, RDS, Excel, Google Sheets, and other internal systems.
- Build actionable reports and dashboards in Looker, Metabase, Google Sheets, and Excel.
- Develop and maintain SQL queries to efficiently retrieve financial data.
- Analyze financial metrics, including revenue categorization, cohort analysis, and gross profit calculations.
- Identify trends, anomalies, and insights to support strategic decision-making.
- Automate data retrieval processes and reporting workflows over time.
- Build and improve integrations between Belong’s management and accounting systems.
- Partner with Finance & Accounting to enhance financial reporting and reconciliation processes.
- Provide ad hoc financial analysis and data support for forecasting and planning.
Requirements
- 3-6 years of experience in financial data analysis, financial engineering, or a similar role.
- Proficiency in SQL – experience writing and optimizing queries for data extraction.
- Strong Excel/Google Sheets skills, including financial modeling, pivot tables, and automation.
- Experience with Python (or another programming language) for data analysis and automation.
- Ability to create reports and dashboards in Looker, Metabase, or other BI tools.
- Comfort working with large datasets from sources like BigQuery, RDS, and relational databases.
- Familiarity with AI-driven data automation and analytics—using machine learning or AI models to improve financial forecasting, automate data extraction, or assist in reporting.
Nice to Have (But Not Required):
Experience automating financial workflows and data pipelines.
Knowledge of accounting systems and ERP platforms.
Some familiarity with C#/.NET
Prior experience in high-growth or startup environments where automation was a focus.
Experience integrating AI/ML tools into financial workflows (e.g., automating insights, anomaly detection, NLP-driven financial analysis).
Exposure to ChatGPT, OpenAI’s Operator, or similar AI tools for financial reporting, automation, and decision support.
Why Join Belong?
At Belong, you’ll be working at the intersection of finance, technology, and real estate, helping to shape how financial data is leveraged to drive business success. You’ll have direct access to leadership, and the ability to grow into an automation and data engineering-focused role over time.
This is an opportunity to build foundational financial reporting and analytics while also pioneering automation projects that will scale with the company. If you’re excited about working with financial data, improving reporting systems, and automating processes, we’d love to hear from you!
Top Skills
BigQuery
Excel
Google Sheets
Looker
Metabase
Python
Rds
SQL
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The Company
What We Do
There is more than one American Dream. Owning your home is one of those dreams. It's been an aspiration for a long time, and we know that millions struggle to achieve it. But there are other American Dreams.
Some of these dreams are about living differently than previous generations - for whom owning was everything. We may want to use our cash to start a business. We may want to experience new places. We may not have the money yet for home ownership, but still dream of living in a glorious home where we can put down roots and experience the sense of belonging.
