Datasite is hiring a Principal Data Analyst (Finance). In this high-visibility role, 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/Fabric data products, ensuring executive leadership has a reliable 'single source of truth' for project performance, revenue, and product usage.
What You'll Do
- Build and maintain clean, well-documented SQL models using CTEs, window functions, and views to power finance-ready reporting in Snowflake.
- Map complex Salesforce object relationships into reliable, flattened reporting tables.
- Proactively investigate data anomalies, reconcile figures against source systems, and publish runbooks to ensure long-term data integrity.
- Design star-schema models and complex DAX measures within Power BI/Fabric to maintain 'one version of the truth' for all KPIs.
- Drive the full lifecycle from stakeholder requirements to delivered dashboards, ensuring reports are 'executive-ready' with intuitive UX/UI.
- Own the Fabric workspace ecosystem, including capacity management, deployment pipelines, row-level security (RLS), and data source credentials.
- Partner with Finance and Ops leaders to define metrics and prevent 'metric drift' across the organization.
- Facilitate user acceptance testing (UAT) and manage the change control process for all production dashboards.
What We're Looking For
- 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.
- Strong proficiency in SQL and data modeling within Snowflake (specifically joins, windowing, and performance optimization).
- Hands-on experience building complex measures and high-end report designs in Power BI/DAX for both exploratory and leadership use.
- Working knowledge of Microsoft Fabric administration (workspaces, capacities, semantic models, and gateways).
- Familiarity with Salesforce’s data structure, specifically relating to revenue and project performance.
- Analytical precision with a 'trust but verify' mindset and a relentless focus on data accuracy.
- Ability to present findings clearly to non-technical stakeholders and produce crisp documentation.
- Bachelor’s degree in a quantitative field (e.g., Mathematics, Statistics, Finance, Computer Science, or Engineering).
Nice to Have
- Experience with Salesforce data integration and reporting is highly preferred.
- MBA or Master’s in quantitative disciplines such as analytics, MIS, etc.
Technical Stack
- Snowflake
- SQL
- Power BI
- DAX
- Microsoft Fabric
- Salesforce
Benefits & Compensation
- Salary range: $99,000.00 - $172,700.00
- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off
- Other employee benefits
Datasite 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.
