Senior Financial Data Analyst

Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member’s financial journey, including personal loans, home equity loans, debt consolidation, financial tools, and education. Every day we help our members move their finances forward with care, compassion, and an empathetic touch, treating them like humans, not account numbers.

As a Sr. Financial Data Analyst, you will leverage advanced analytics, automation, and financial modeling to support the Finance and Accounting departments. You will design and optimize processes to streamline monthly reporting, accelerate close and audit cycles, and ensure data accuracy. Collaborating with cross‑functional teams, you will deliver actionable insights through tools such as SQL, Google Sheets, and Tableau to drive strategic financial decisions.

Your role will include monthly support, troubleshooting data, and exploring new areas for improvement to enhance operational efficiency.

• Conduct large‑scale analyses that include understanding business goals, formulating analytical approaches, performing data extraction, exploration, and transformation, and translating results into data‑driven recommendations for the business team.
• Design and maintain Tableau dashboards, curated datasets, and semantic layers to support various accounting and finance processes.
• Develop data visualizations that make complex data accessible to non‑technical team members.
• Ensure reporting accuracy and performance through validation, documentation of critical metrics and logic, and enablement of self‑service tools.
• Collaborate with Finance and cross‑functional teams (e.g., FP&A, Accounting, Procurement, Treasury, Ops, Data Engineering) to define reporting requirements, document business process workflows—including manual steps and pain points—and develop clear resolution roadmaps.
• Partner with IT and Data Engineers to extract, model, and prepare data from Oracle (ERP) and other systems (e.g., Terzo, Concur, etc.) to ensure reliable data foundations.
• Drive priority, collaborate and coordinate with BU/Product BI / Automation teams to align on data model, reporting requirements and execution.

• Bachelor’s degree in Finance, Business, Information Systems, or related field (or equivalent experience). Master’s degree is a plus.
• 5+ years of experience in BI development or financial analytics with strong proficiency in Power BI and/or Tableau, focusing on supporting Finance and Accounting partners.
• Advanced proficiency with data analysis tools such as SQL, Excel, and data visualization tools.
• Experience with Finance and Accounting process automation and platforms (e.g., ERP).
• Strong analytical and problem‑solving skills.
• Excellent communication and presentation skills.
• Detail-oriented and highly organized.

All your information will be kept confidential according to EEO guidelines.

• 401(k) with employer match
• Medical, dental, and vision with HSA and FSA options
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through an Employee Assistance Program, physical and mental health wellness programs
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Hybrid options in the San Mateo, CA and Phoenix, AZ metro markets. In other locations throughout the country, we offer work from home. Salary Range: $90,000 to $100,000 annually + bonus + benefits. This range is subject to location, experience, and other job-related factors.

At Achieve, we’re changing millions of lives and are proud to have a diverse workforce. We are committed to diversity and inclusion through our employee resource groups.