Principal Data Analyst (Finance)

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

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Job Description:

As a Senior / Principal Data Analyst, you will be the primary architect of our financial reporting layer. You will translate complex data from Salesforce and other core systems into high-performance Snowflake models and sophisticated Power BI data products. This is a high-visibility role that requires a blend of technical data modeling, Power BI / Fabric administration, and the business acumen to ensure our executive leadership has a "single source of truth" for project performance, revenue, and product usage.

Responsibilities

Data Modeling & Transformation (The Engine)

• Snowflake Development: Build and maintain clean, well-documented SQL models using CTEs, window functions, and views to power finance-ready reporting.

• Salesforce Translation: Map complex Salesforce object relationships (Accounts, Opportunities, Products, and custom project objects) into reliable, flattened reporting tables.

• Quality & Reconciliation: Proactively investigate data anomalies, reconcile figures against source systems and publish runbooks to ensure long-term data integrity.

2. Semantic Layer & Visualization (The Interface)

• Shape the Semantic Layer: Design star-schema models and complex DAX measures within Power BI/Fabric to maintain "one version of the truth" for all KPIs.

• Data Product Delivery: Drive the full lifecycle from stakeholder requirements to delivered dashboards, ensuring reports are "executive-ready" with intuitive UX/UI.

• Fabric Administration: Own the Fabric workspace ecosystem, including capacity management, deployment pipelines, row-level security (RLS), and data source credentials.

3. Stakeholder Partnership

• Requirement Translation: Partner with Finance and Ops leaders to define metrics and prevent "metric drift" across the organization.

• UAT & Change Control: Facilitate user acceptance testing (UAT) and manage the change control process for all production dashboards.

The Ideal Candidate Profile

Technical Mastery

• SQL Expert: Strong proficiency in SQL and data modeling within Snowflake (specifically joins, windowing, and performance optimization).

• Power BI & DAX: Hands-on experience building complex measures and high-end report designs for both exploratory and leadership use.

• Fabric Knowledge: Working knowledge of Microsoft Fabric administration (workspaces, capacities, semantic models, and gateways).

• Salesforce Savvy: Familiarity with Salesforce’s data structure, specifically relating to revenue and project performance.

Business & Leadership Skills

• Analytical Precision: A "trust but verify" mindset with a relentless focus on data accuracy.

• Strategic Communicator: Ability to present findings clearly to non-technical stakeholders and produce crisp documentation.

Qualifications

• 5–7+ years of experience in Data Analytics or Business Intelligence, ideally within a Finance or SaaS environment.

• Proven track record of delivering end-to-end reporting solutions—from raw data ingestion to polished executive dashboards.

• Experience with Salesforce data integration and reporting is highly preferred.

• Bachelor’s degree in a quantitative field (e.g., Mathematics, Statistics, Finance, Computer Science, or Engineering).Bachelor’s degree or equivalent in a quantitative discipline such as engineering, mathematics, statistics, business, economics, etc.

• MBA or Master’s in quantitative disciplines such as analytics, MIS, etc.

#LI-DNI

The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

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.