At TabaPay, the Data team’s mission is to help our clients effectively manage risk and increase customer satisfaction by providing them with critical business insights and top-notch data services. We are creating a broad range of data-driven solutions designed to meet our clients’ needs. We are transforming our wealth of unique data into impactful services for our clients.

About The Role

As a Financial Data Analyst, you will play a vital role in using data to solve problems by engaging in deep dive analyses on client cost and revenue patterns, in addition to assisting the Director of Finance with invoicing reports and features, and company KPIs. You must be able to learn quickly, and present data in a digestible way to cross-functional stakeholders.

The role is a mix of designing and building new insight portfolios, primarily in Tableau, in addition to ongoing monitoring of financial client patterns, and tackling patterns of concern.

This role is not limited to finance. The split will likely be 50% to 80% financial analytics, and 20% to 50% business analytics in support of the broader data roadmap. The first objective is to meet all Finance deliverables, and then use your remaining bandwidth to assist with our ongoing business analytics assignments. You will have daily responsibilities to monitor payment transaction performance, identify areas of risk and concern, and proactively assist other teams in resolving any identified issues.

TabaPay seeks forward-thinkers who are eager to make an impact and ready to help our clients in their digital and data journeys. We are designing the next generation of reporting and analytics tools for TabaPay to enable our customers to catalog, mine, and explore their business data, in addition to providing them with critical performance insights.

The Financial Data Analyst will report to the VP of Data.

Candidates must live near one of our TabaPay offices in Mountain View, California, or New York City and will be required to work in the office at least 3 days a week (a hybrid work structure may be considered depending on the candidate’s experience).  

This is a great opportunity to grow your career as part of a rapidly evolving team!

What You’ll Do

• Engaging in deep dive analyses on client cost and revenue patterns, in addition to assisting the Director of Finance with initiatives related to (but not limited to) invoicing reports and features, and company KPIs
• Perform complex financial analyses on transaction performance, interpret the results, identify patterns of concern and work with network partners and clients to resolve these issues
• Respond to adhoc analytics and reporting requests from internal and external customers and assist with data delivery in a timely, efficient, and accurate manner
• Analyze and document business processes and metrics to identify improvement opportunities
• The role is a mix of designing and building new data assessments, in addition to managing the ongoing monitoring of financial client patterns

What We Are Looking For
            

• Bachelor’s degree in Economics, Statistics, MIS or Operations Research, data science tracks as part of engineering degree programs, or similar applicable backgrounds
• 2 to 3 + years of experience in a data analytics or data modeling role, with a primary focus and interest in business analytics
• Strong understanding of calculations specific to financial KPIs, financial modeling, ROIs
• Must be proficient in Excel, knowledge of Tableau and SQL preferred  
• Strong organizational skills, attention to detail and the ability to manage multiple projects with tight deadlines
• Must be proactive and engaged, eager to work with various teams and solve problems

Additional Skills/Experience of Interest:

• Experience with a data analysis software language (preferably Python)
• Experience with Tableau and/or Quicksight is a strong plus
• SQL knowledge is a strong plus
• Prior experience in a startup or small fast-paced company environment is a plus
• Prior experience in the payments industry or financial services is a plus

The pay range for this position is $95,000-$115,000; however, base pay offered may vary depending on job-related knowledge, skills, and experience. In addition to a full range of medical, financial, and/or other benefits, dependent on the position offered.