Earn every time you shop gas, grocery, or food with Upside's free top-rated app. Get cash back on everyday necessities, making your purchases more rewarding. Download and start earning today! Backed by Bessemer and General Catalyst.
About the role
As a Lead Financial Data Analyst, you will own the translation of large operational datasets into strategic financial frameworks. Sitting at the intersection of FP&A and Data Engineering, you will scale our financial data infrastructure, replace legacy reporting with automated pipelines, and deliver high-impact analytics directly to senior leadership and cross-functional business partners.
What they're looking for
- The Technical Core: 7+ years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company
- Databases & Querying: Advanced SQL mastery (window functions, CTEs, query optimization). Experience with Snowflake, AWS, and HEX
- Data Pipelines: Experience using dbt for data transformation, or basic workflow orchestration with Airflow
- Programming: High proficiency in Python (Pandas, NumPy) and automating financial workflows
- Business Intelligence: Expert-level creation of dynamic reporting layers in Looker, HEX, and/Pigment
- Traditional Finance: Advanced knowledge of tech unit economics (LTV, CAC, Payback Period, Churn) and corporate finance fundamentals
More about this role
We created Upside to transform brick-and-mortar commerce. Our technology uses the sophistication of online retail—profit measurement, attribution, and incrementality—to provide users with more value on their everyday purchases and brick-and-mortar businesses with new, profitable customers. We’ve helped millions of users earn 2 to 3 times more cashback than any other product, and hundreds of thousands of brick-and-mortar businesses earn measurable profit. Billions of dollars in commerce run through the Upside platform every year, and that value goes directly back to our retailer partners, the consumers they serve, and important sustainability initiatives.
As a Lead Financial Data Analyst, you will own the translation of large operational datasets into strategic financial frameworks. Sitting at the intersection of FP&A and Data Engineering, you will scale our financial data infrastructure, replace legacy reporting with automated pipelines, and deliver high-impact analytics directly to senior leadership and cross-functional business partners.
Scale Data Architecture: Partner directly with Data Engineering to design, optimize, and maintain financial data warehouses (using...
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