Sr. Financial Data Analyst

As a Data & BI Analyst at PandaDoc, you’ll turn complex SaaS business data into actionable insights that drive revenue growth, product innovation, and operational efficiency. You’ll own the analytics process end-to-end from SQL queries and data modeling to dashboard delivery and executive presentations partnering with leaders across product, marketing, sales, and engineering to shape our growth strategy. In this role, you will: • Data Quality & Integrity: Monitor and ensure accuracy of key SaaS metrics (ARR, MRR, churn, LTV:CAC, expansion revenue) by identifying discrepancies, performing root cause analyses, and implementing corrective actions. • Data Ownership & Modeling: Build and maintain SQL-based datasets and data models in modern analytics environments (e.g., dbt, Snowflake, Fivetran) to support self-service and automated reporting. • Dashboard Creation: Develop and maintain BI dashboards (Looker, Tableau, Power BI) that provide real-time visibility into performance and system health for GTM and product teams. • Cross-Functional Influence: Collaborate directly with product managers, sales leadership, marketing, and executives to define metrics, track leading indicators, and uncover revenue opportunities. • Ad-Hoc & Deep-Dive Analysis: Perform data-driven investigations to support pricing decisions, product launches, and strategic initiatives. • Continuous Improvement: Streamline reporting processes, automate recurring workflows, and standardize metric definitions across the company. Skills Required: • Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data • Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results • Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions • Relationship Building: Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management with ability to influence at all levels • Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups About you: • 4+ years as a Data Analyst, BI Analyst, or Financial Analyst in a SaaS or tech environment. • Bachelor’s degree in Finance, Computer Science, Data Science, Statistics, Business, or a related field • Advanced SQL skills and experience working with large, complex datasets. • Proficient with BI tools (Tableau, Looker, or Power BI) and advanced Excel. • Skilled at building integrated models from scratch and translating complex data into clear, actionable recommendations. • Prior experience with Salesforce.com, ERP/NetSuite, or SaaS billing systems a plus. • Excellent written and verbal communication skills; confident presenting findings to senior leadership. Company Overview: PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com. Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Employees may be able to purchase company stock (or receive annual bonuses) Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company-paid holidays off per year The annual OTE is up to $145,000-$180,000 (base + bonus combined). Application deadline: 9/30/2025 PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law. EXTERNAL RECRUITERS: Approval Requirement The use of external recruiters/staffing agencies requires prior approval from our HR Team. The HR Team at PandaDoc requests that external recruiters/staffing agencies not to contact PandaDoc employees directly in an attempt to present candidates. Complying with this request will be a factor in determining future professional relationships with PandaDoc. Apply tot his job Apply To this Job