Our Sales Finance team is seeking a highly skilled professional to support the development of business insights and analysis. The ideal candidate will have strong analytical skills, experience with data analytics, and the ability to partner closely with senior management.
This is an exciting opportunity for someone who enjoys working with data and wants to make a meaningful contribution to the company's growth. The role requires moderate SQL skills, familiarity with BI tools, and the ability to work independently in an async environment.
Key Responsibilities:
1 Accelerate analysis, reporting, and business insights by partnering closely with the Senior Manager of Sales Finance Analytics.
2 Run ad hoc analysis to answer business questions related to customer behavior, product usage, sales performance, and financial trends.
3 Support deep dive projects such as weighted pipeline evaluation, consumption reporting, sales attainment analysis, and LTV to CAC modeling.
4 Build and maintain draft BI dashboards in Tableau or similar tools.
5 Write SQL queries to pull, clean, and transform data in Snowflake.
6 Support the development of repeatable data models for financial and operational metrics.
7 Draft summaries and written analysis that highlight insights and trends.
8 Partner with internal teams to clarify metric definitions and ensure consistency across reporting.
9 Document logic, definitions, and assumptions to support long term reuse.
Minimum Qualifications:
The ideal candidate will have:
* 1-3 years of experience in data analytics, BI, or a related field.
* Moderate SQL experience with a willingness to learn and improve.
* Familiarity with BI tools such as Tableau, Looker, or Power BI.
* Strong analytical reasoning and the ability to connect data to business concepts.
* Clear written communication skills and the ability to summarize findings.
* Comfortable working independently and managing priorities in an async environment.
* High attention to detail and a proactive approach to problem solving.
Extra Skills That Stand Out:
A builder mentality with interest in creating small tools or solutions to improve workflows is a plus. Experience working with SaaS metrics such as ARR, NRR, churn, pipeline, product usage, or LTV to CAC is also desirable.
Red Oak Technologies is committed to diversity and inclusion. We invite applications from people of all walks of life. Join our team and be part of something amazing!