<ul><li>Role: Financial Data Analyst (Remote)</li><li>Location: Remote (United States)</li><li>Employment Type: Full-Time</li></ul> Job Overview:We are looking for a Financial Data Analyst who bridges the gap between financial theory and data engineering by creating automated financial dashboards and managing database pipelines. What You&apos;ll Do:<ul><li>Extract, clean, and analyze financial data using SQL, Python, or R.</li><li>Build automated dashboards in Tableau or Power BI for financial reporting.</li><li>Identify anomalies in large financial datasets and propose technical corrections.</li><li>Automate recurring manual financial reports to improve operational efficiency.</li><li>Collaborate with data engineering teams to refine financial data structures.</li></ul> What We&apos;re Looking For:<ul><li>Bachelor&#x2019;s degree in Data Analytics, Computer Science, Finance, or Statistics.</li><li>2+ years of experience analyzing large-scale financial data.</li><li>Strong proficiency in SQL and BI tools (Power BI, Tableau, Looker).</li><li>Solid understanding of foundational accounting and financial principles.</li></ul> Core Competencies for Success:<ul><li>Analytical Thinking: Ability to translate complex financial data into clear, actionable narratives.</li><li>Adaptability: Comfort working independently and thriving in a fast-paced, fully remote environment.</li><li>Attention to Detail: Commitment to maintaining 100% accuracy in financial reporting and compliance.</li><li>Cross-Functional Collaboration: Skill in presenting financial insights to non-technical stakeholders.</li></ul> Why You&#x2019;ll Love Working With Us:<ul><li>Remote-First Culture: We believe you do your best work when you have the flexibility to work from where you are most productive.</li><li>Meaningful Impact: You aren&apos;t just crunching numbers; your insights will directly influence our strategic growth.</li><li>Continuous Learning: We encourage professional development and support continuous learning in the ever-evolving finance sector.</li></ul> Equal Opportunity EmployerWe hire based on skills, expertise, and qualifications. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are evaluated based on demonstrated expertise and suitability for the role. Apply Now!

Financial Data Analyst (Remote)

Location: Working Remote USA In This Role You Will <ul><li>Assist in the development and execution of assortment and POG planning process </li><li>Develop analysis that will be leveraged to help grow business </li><li>Develop solutions with respect to product distribution, promotion, pricing, and planogramming </li><li>Prepare clear and concise business reviews to help deliver executable insights to Customer </li><li>Participate in various training activities to enhance job performance and personal growth </li><li>Assist other functional areas to develop business opportunities and provide information to Customers </li><li>Translate consumer, shopper, category, and retailer insights into actionable growth strategies, category stories, and customer-specific recommendations.</li><li>Lead development of category analytics deliverables that support Sales, Category Leadership, and cross-functional business partners.</li><li>Identify customer, channel, and category opportunities that inform joint business planning, strategic account planning, and retailer-specific growth initiatives.</li><li>Analyze customer business performance using syndicated data, retailer data, customer proprietary data, shopper card data, POS data, and internal financial data.</li><li>Develop and present category reviews, business reviews, and insights-based recommendations that help grow total category sales and support brand growth.</li><li>Influence retailer category strategies through account-specific insights, business analysis, and clear recommendations related to distribution, promotion, pricing, and shelf placement.</li><li>Simplify analytics and business intelligence processes to improve decision-making, increase team effectiveness, and support scalable ways of working.</li><li>Partner with Sales, Marketing, Insights, Intelligence, Category Strategy, and other functional teams to identify business opportunities and translate insights into execution.</li><li>Lead or support development of customizable category leadership plans, national category growth stories, retailer-specific action plans, and category roadmaps.</li><li>Use multiple data sources and analytical tools to identify business risks, competitive threats, growth opportunities, and recommendations that support issue resolution and proactive improvement.</li><li>Prepare clear and concise analyses and presentations that communicate business trends, consumer trends, existing opportunities, and recommended solutions for growth.</li><li>Continuously build capability in syndicated data, account-specific data, internal financial data, advanced analytics, visualization, statistical analysis, and presentation skills.</li><li>Participate in market visits, retail audits, account calls, business planning sessions, shopper insight activities, and information and technology training as needed.</li><li>Actively invest in personal growth and professional development to prepare for future roles within the organization. </li></ul>Minimum Requirements What we are looking for: <ul><li>Bachelor&#x2019;s degree</li><li>Prior sales, marketing, analytical work experience</li><li>Proficiency in Microsoft Office programs, including Excel, PowerPoint, and Word</li><li>Strong analytical, computer, written communication, and verbal communication skills</li><li>Willingness to learn and quickly adapt to internal support systems, customer systems, and evolving analytical tools</li><li>Experience or familiarity with syndicated sales data software such as IRI or Nielsen </li></ul>Additional skills and experience that we think would make someone successful in this role (not required): <ul><li>Experience with retailer systems such as Retail Link, Luminate, ATLAS, Crisp, or similar customer-specific systems</li><li>Experience with ProSpace or other space planning and category management tools</li><li>Category Management knowledge or experience</li><li>Experience working with customer teams, sales teams, or cross-functional commercial partners</li><li>Ability and willingness to build capability for future growth opportunities </li></ul>The Right Place for You We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our Basic Beliefs, and we believe in supporting every employee by meeting their physical, emotional, and financial needs. Stay connected with us on LinkedIn&#xAE;&#x202F; We&apos;re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, genetic information, age, national origin, disability status or protected veteran status.

Analyst, Category Analytics

Cresta unlocks the true potential of the customer experience, turning every conversation into a competitive advantage. Cresta&#x2019;s unified AI platform combines conversational AI agents, real-time human agent augmentation, and comprehensive conversation intelligence to drive revenue and efficiency gains across every channel. The world&#x2019;s leading companies, including United Airlines, Cox Communications, and Marriott, use Cresta to power world-class customer experiences every day. Born from the Stanford AI Lab, Cresta has raised more than $270 million from the world&#x2019;s leading investors, including a16z, Greylock, and Sequoia. Cresta&#x2019;s leadership includes some of the leading minds in AI today. Our CEO, Ping Wu, founded and led Google&apos;s Contact Center AI and Vertex AI platforms before joining Cresta to build the future of AI-driven customer experiences. Over the next few years, AI is going to redefine how people all over the world interact with businesses every day. Come build that future at Cresta. About The Role We&apos;re looking for a Revenue Analytics Manager to join our Business Data &amp; Intelligence team at a critical inflection point. As Cresta scales, this role exists to build and own the analytical infrastructure that powers our GTM engine &#x2014; translating data from across Sales, Marketing, and Customer Success into trusted, decision-ready insights. Reporting directly to the Senior Director of Business Data &amp; Intelligence, you&apos;ll be a senior individual contributor and emerging team leader &#x2014; owning a broad portfolio of recurring reporting, building scalable dashboards, and driving automation that multiplies the team&apos;s impact. This is the right role for someone who has thrived in a startup environment, is technically strong, business-fluent, and energized by the challenge of bringing order and insight to a fast-moving, high-growth company. Key Responsibilities Sales, Marketing &amp; CS Reporting <ul><li>Own recurring reporting across Sales, Marketing, and CS: pipeline, win rates, ARR, funnel performance, churn/retention metrics, and usage data</li><li>Build and maintain reporting infrastructure in Looker Studio, BigQuery, and Salesforce</li><li>Ensure reports are accurate, timely, and accessible to the right stakeholders</li><li>Identify trends and surface insights proactively &#x2014; don&apos;t wait to be asked </li></ul>Dashboard Architecture &amp; Build <ul><li>Design and build standard and mid-complexity dashboards for GTM stakeholders</li><li>Collaborate with the Senior Director on architecture for high-visibility exec-facing dashboards</li><li>Establish dashboard standards: naming conventions, refresh cadences, data source documentation</li><li>Maintain a self-service reporting culture &#x2014; build dashboards people can trust and use without hand-holding </li></ul>Automation &amp; Operational Efficiency <ul><li>Identify and eliminate manual, repetitive processes across the BD&amp;I team and GTM stakeholders</li><li>Build automated workflows in Salesforce, Looker Studio, and adjacent tools</li><li>Document automation logic and maintain operational runbooks for key recurring processes </li></ul>Stakeholder Support <ul><li>Own complex and ambiguous ad hoc requests</li><li>Translate business questions into clear analytical frameworks and communicate findings clearly &#x2014; in writing, in dashboards, and in live settings </li></ul>Data Quality &amp; Governance <ul><li>Serve as the escalation point for data quality and SFDC issues &#x2014; investigate root causes and drive resolution</li><li>Establish and enforce data standards across reporting domains you own</li><li>Ensure GTM KPI definitions are consistent and documented </li></ul>Qualifications Required: <ul><li>5&#x2013;8 years in data analytics, business intelligence, or GTM/Revenue Operations &#x2014; with meaningful experience at a startup or high-growth SaaS company</li><li>Demonstrated ability to operate autonomously in an ambiguous, fast-moving environment</li><li>Proven ownership of reporting across at least two GTM functions (Sales, Marketing, or CS)</li><li>Strong proficiency in Looker Studio or comparable BI tool (Tableau, Power BI)</li><li>Hands-on experience with Salesforce &#x2014; reporting, data model, and CRM operations</li><li>Working SQL with BigQuery or equivalent cloud data warehouse experience</li><li>Strong written and verbal communication &#x2014; comfortable presenting findings to leadership</li><li>Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously </li></ul>Nice To Have <ul><li>Experience building Claude or LLM-powered internal tools or workflows</li><li>Familiarity with Upside, Snowflake, or similar modern data stack tools</li><li>Prior experience in a formal manager or team lead role</li><li>Background in GTM compensation, quota, or territory analytics</li><li>Exposure to board-level or C-suite reporting cycles</li><li>Experience with Salesforce Flows or process automation </li></ul>Benefits <ul><li>Competitive compensation &amp; equity, aligned with experience and market benchmarks</li><li>Comprehensive medical, dental, and vision insurance</li><li>Remote-first culture with opportunities for in-person collaboration</li><li>Professional development budget for courses, conferences, and ongoing learning</li><li>Generous PTO and holidays</li><li>Inclusive culture committed to diverse backgrounds and perspectives </li></ul>Compensation At Cresta Cresta&#x2019;s approach to compensation is simple: recognize impact, reward excellence, and invest in our people. We offer competitive, location-based pay that reflects the market and what each individual brings to the table. The posted base salary range represents what we expect to pay for this role in a given location. Final offers are shaped by factors like experience, skills, education, and geography. In addition to base pay, total compensation includes equity and a comprehensive benefits package for you and your family. Salary Range: $120,000 - $175,000 + Equity Our use of AI in recruiting: We may use AI tools in our recruiting process, which require human review and oversight. If you have questions about our use of AI or wish to opt out, please contact recruiting@cresta.ai (if you are opting out, please use the subject &#x2018;Opt-Out&#x2019; in your email). Recording &amp; AI transcription: We do not authorize candidates to record or use AI transcription of any interview by phone, notetaker app, AI glasses, or other device. Candidates may request an exception or accommodation for review during the interview process as needed. Recruiting impersonation scams: We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates&apos; personal and financial information through fake interviews and offers. All Cresta recruiting email communications will always come from the @cresta.ai domain. Any outreach claiming to be from Cresta via other sources should be ignored.

Latest Remote Jobs inDallas, TX·Data Analysis

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Dallas, TX·Data Analysis