Strategic Analytics Principal

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:

Role Overview

As the Strategic Analytics Principal, you will be a hands-on member of the Data & Analytics team within the CFO organization. This is a role for an expert generalist, someone with the analytical depth to master any problem and the range to own the outputs, actions, and tools that come out of the work. Your primary mission is to deliver strategic insights and drive data analytics solutions, turning business questions and opportunities into data-driven recommendations and tools that leadership can trust and act on. You will spend most of your time in the data — querying, modeling, analyzing, and building — and you will actively leverage AI tools to drive greater business value and unlock innovation.

Responsibilities

• Analytics and Insights Delivery: Serve as a go-to analyst for stakeholders across Finance on analytics projects. You will lead and execute high-impact deep dives into complex topics like revenue leakage, product profitability, and margin optimization.

• Abstract Problem Solving: You are the person the business calls when they don't know where to start. You will structure the problem, identify the levers, and define the success criteria.

• Hands-on Investigation: You are the "Lead Detective" for Finance. When a KPI fluctuates, you run deep-dive discovery, identifying root causes across sales, product, usage, and financial data.

• Data Storytelling: You build and present a clear data story and strategic narrative. You will synthesize complex analytical findings into crisp, high-impact decks that lead with the "So What" and end with a clear call to action.

• AI-Assisted Delivery: Leverage AI tools — copilots, skills and plugins, LLM-assisted SQL and analysis, and workflow automation — to accelerate delivery, cut manual effort, and prototype new analytical approaches.

• KPI Architecture: Define, standardize, and govern the core metrics for the Finance organization. You will ensure "metric consistency" across the company, eliminating drift between different departments.

• Data Logic & Governance: Own the logic layer. You will ensure the calculations and definitions connecting raw data to models, reports and solutions are sound and consistent.

• Product Ownership: Own data products and solutions — data & BI tools, analytics agents, decision engines — across their lifecycle in close partnership with data and analytics engineers, platform architects, and technology teams.

The Ideal Candidate Profile

Technical

• Advanced Excel and SQL: You have spreadsheet mastery and are an expert at data querying and modeling data based on problem/project requirements.

• Analytical Frameworks and Statistical Techniques: Extensive expertise in developing and applying advanced analytics to interpret complex data, uncover trends, and generate actionable insights that inform strategic decision-making.

• PowerPoint: Proficient in creating impactful presentations, including advanced PowerPoint features and storytelling techniques.

• AI & GenAI Tools: Advanced, hands-on experience using AI tools (e.g., Claude, Codex, Cortex, Copilot, etc.) to improve speed, quality, automation, and innovation.

Leadership & Product Mindset

• Simplicity over Complexity: You have a natural ability to take a complex problem or high-density technical architecture and simplify it for executive use.

• Executive Presence: You're confident presenting to senior leaders — you can use data and narrative to make a clear recommendation and field pushback.

• Business Acumen: You understand the levers of a technology business – SaaS economics, product performance, revenue forecasting, financial analysis, etc.

• Ownership: Demonstrated ownership and entrepreneurial mindset by proactively identifying opportunities, driving initiatives end-to-end, and delivering impactful results in dynamic environments.

• Product Thinking: You think like a product owner — balancing user needs, technical trade-offs, and business value.

Qualifications

• Bachelor’s degree or equivalent in a quantitative discipline such as engineering, mathematics, statistics, business, economics, etc.

• MBA or Master’s in a quantitative discipline such as Finance, Economics, Analytics, etc. preferred.

• 5+ years of experience in data, analytics, financial planning and analysis, data products, or management consulting.

• Superior presentation and communication skills with a proven track record of delivering data stories and strategic recommendations to a leadership audience.

• Experience building and managing complex spreadsheet-based quantitative models.

• Experience building or owning data/BI/AI products and solutions.

• Technical (Required): Advanced Excel, data modeling, and statistical analysis; SQL; at least one BI/visualization tool (e.g., Power BI); and hands-on use of AI/GenAI tools (e.g., Claude, Codex) in daily work.

• Technical (Preferred): Python, Snowflake, dbt or semantic-layer modeling, Streamlit, Salesforce/ERP data, and experience building LLM- or agent-based tools.
  Work Location & Flexibility

• This role follows a hybrid work model and is open to candidates based near our New York office. Employees are expected to work on-site a minimum of two days per week.

• Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs. Travel may be required occasionally based on business needs.

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.