Data Analyst

Job Type

Full-time

Description

The Opportunity

At Birdeye, we are building the highest-rated reputation management and customer experience platform in the world. As we scale toward our next phase of growth, the complexity of our financial ecosystem and data infrastructure is expanding. We are looking for a Lead Business Applications Functional Consultant to serve as the critical bridge between our CIO Organization and our Finance, Revenue Operations, and Data Engineering teams. This is a high-impact, "translator" role designed for a technical expert who speaks the language of GAAP, SaaS metrics, and revenue recognition, while possessing the hands-on ability to navigate Snowflake schemas and Salesforce architectures.

The Role

As the Single Point of Contact (SPOC) for the Finance and Accounting organization, you will own end-to-end financial data integrity across systems and ensure timely, reliable reporting. You aren't just a facilitator; you are a technical architect who understands how a change in a Salesforce CPQ quote impacts a Tableau dashboard or a Snowflake financial model and other financial systems like Netsuite, Adaptive etc.

Key Responsibilities

• Strategic Partnership & Functional Liaison
• Act as the primary technical consultant for the Accounting, FP&A, and Revenue Ops teams.
• Translate complex financial requirements into technical specifications for the Data Engineering and SFDC Backend teams.
• Bridge the gap between business intent and technical execution, ensuring all financial systems are scalable and audit-ready.
• Technical Architecture & Data Integrity
• Design and oversee the data journey from Salesforce through to Snowflake and NetSuite and ultimately into Tableau. Strong working knowledge of Financial systems (Netsuite, Adaptive).
• Collaborate with SFDC Developers to optimize backend configurations for billing, renewals, and commissions.
• Partner with Data Engineering to build robust data pipelines that ensure & one version of the truth for all financial reporting.
• Monitor the reporting systems and resolve the reporting failures before Finance blows the whistle.
• Analytics & Business Intelligence
• Own the functional design of financial dashboards in Tableau, ensuring KPIs like ARR, Churn, and LTV are calculated with 100% accuracy.
• For discrepancies between the systems, investigate and troubleshoot the root cause and put a mitigation plan in place to avoid repetition of the issue.
• Perform deep-dive SQL analysis in Snowflake to troubleshoot data discrepancies between upstream CRM tools and downstream financial reports.
• Process Optimization
• Identify bottlenecks in the month-end close process and propose automation solutions within the business application stack.
• Lead the functional testing (UAT) for all system enhancements impacting the Finance and Accounting departments.
  
  
  

Requirements

What You Bring to the Table

• Understand SaaS business. This person should do a first screen of ARR data/ SaaS Matric and understand how we would use the data.
• The Hybrid Profile: You have a unique blend of technical "builder" skills and a deep understanding of finance/accounting principles with strong business acumen.
• Salesforce Expertise: Extensive experience with SFDC Backend (Objects, Flows, CPQ) and how it integrates with ERP systems.
• Data Fluency: Advanced proficiency in SQL and experience working with Snowflake or similar cloud data warehouses.
• Visualization Mastery: Proven track record of building complex, executive-level financial dashboards in Tableau or similar BI tools.
• SaaS Savvy: A deep understanding of SaaS business models and metrics (CLV, CAC, Retention, Expansion).
• Communication: The ability to explain technical debt to a CFO and financial compliance to a Software Engineer.
  
  
  

Minimum Qualifications

• Bachelor’s degree in Computer Science, Management Information Systems (MIS), Finance, or a related field.
• 6+ years of experience in Business Applications, Sales Ops, or Financial Systems.
• Hands-on experience with the Salesforce + Snowflake + Tableau tech stack and knowledge of Financial systems like Adaptive and Netsuite and and Finance concepts like ARR, MRR, NRR, GRR and critical Saas Metrics.
• Experience supporting Finance/Accounting teams in a high-growth SaaS environment.
  
  
  

Why Birdeye?

• Work with a cutting-edge tech stack in a fast-paced, innovative environment.
• Total ownership of the financial systems roadmap.
• Competitive compensation, equity, and a culture that values "Business Technologists" who can drive real bottom-line impact.