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Envoy builds workspace management technology that makes it simple to run secure, compliant, and connected workplaces across every location. Over 16,000 workplaces and properties around the world rely on Envoy to create great experiences for employees and visitors while meeting safety, security, and compliance needs at scale. From corporate headquarters and labs to manufacturing sites, Envoy powers the places where people work best together.
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We are a data-driven organization committed to leveraging analytics to drive financial and business decisions. Our team values collaboration, accuracy, and efficiency in data management and analysis. We are looking for a Senior Financial Data Analyst to play a critical role in financial reporting, forecasting, automation, and strategic decision-making.
This role will focus on financial analytics, revenue recognition, data automation, and cross-functional collaboration. You will work closely with finance, accounting, FP&A, and business teams to ensure the accuracy and integrity of financial data, streamline reporting processes, and drive automation initiatives.
Our data stack comprises Redshift, dbt, Looker, and Jupyter Notebooks. We prefer a candidate with hands-on experience on our data stack, and/or with Sage Intacct or a similar accounting software. Also helpful to have Chargebee, Stripe or similar billing software experience. If you have a passion for transforming financial data into actionable insights and driving efficiency through automation, we’d love to hear from you.
This is an on-site position that requires 4 days a week (Monday-Thursday) in our San Francisco HQ.
You will- Partner with Accounting, FP&A, and Data teams to provide insights, dashboards, and automated reports that enhance financial decision-making.
- Develop and maintain financial models, operational dashboards, and reporting tools to track key business metrics.
- Ensure data integrity between financial systems (Sage Intacct, ERP, CRM, Salesforce, and other business applications).
- Optimize month-end close processes and reconciliations through automation and data validation.
- Drive forecasting, budgeting, and variance analysis to support strategic planning and financial modeling.
- Conduct ad-hoc analyses to support leadership in financial and operational decision-making.
- Work cross-functionally with teams across finance, operations, and business units to translate business needs into analytical solutions.
- Identify opportunities for automation and process improvement to increase the accuracy and efficiency of financial reporting.
- Finance-savvy & detail-oriented. You understand financial reporting, forecasting, and accounting principles.
- Data-driven problem solver. You analyze complex datasets to provide actionable business recommendations.
- Meticulous with data integrity. You ensure accuracy in financial reports, reconciliations, and automation processes.
- Self-starter. You take initiative, identify problems, and drive solutions independently.
- Effective communicator. You translate financial data into meaningful insights for finance and non-finance stakeholders.
- Technical Craftsperson: You write clean, efficient code and build scalable analytical solutions. You're comfortable working across the full data stack, from raw data extraction to executive-ready visualizations.
- 5+ years of experience in data analytics, finance, accounting, or FP&A.
- Knowledge of Sage Intacct or similar accounting/ERP software.
- Strong SQL skills for querying and analyzing financial data.
- Experience with data visualization tools like Looker, Tableau, Power BI.
- Understanding of revenue recognition, accounting workflows, and reporting.
- Experience with cloud data environments and data pipeline tools (dbt) is a plus.
- Strong analytical skills with a focus on forecasting, budgeting, and variance analysis.
- 🚀 Big Plus: If you have experience implementing an automated revenue recognition system that integrates Salesforce, a revenue recognition software, and Sage Intacct, your expertise will be highly valued!.
- Experience in fast-growing or high-growth companies.
- Experience automating financial reporting and reconciliation processes.
- Strong understanding of ERP, CRM, and finance software integrations.
- High-impact role with visibility across finance, accounting, and leadership teams.
- Autonomy & ownership over financial data projects that influence strategic decisions.
- Opportunities for professional growth in analytics, finance, and automation.
- A collaborative and inclusive culture where your insights drive real business value.
- Support for professional development and exposure to modern data and financial technologies.
Envoy's compensation package includes a market-competitive salary, equity for all full-time roles, and excellent benefits. If you are located in the San Francisco Bay Area, our expected cash compensation for this role is $162,500-$180,000 (Annually). Final offers may vary within the provided range, depending on experience, expertise, and other factors.
If you have any questions related to compensation, please get in touch with Recruiting after you apply.
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By applying for this position, you acknowledge that you have fully read and understand the job requirements and received the Envoy Privacy Notice for applicants, which is linked here. Completing this application requires you to provide personal data, such as your name and contact information, which is mandatory for Envoy to process your application. Envoy is an EEO Employer and does not discriminate on the basis of any characteristic protected by local, state or federal law.
Envoy San Francisco, California, USA Office
410 Townsend St, San Francisco, CA, United States, 94107
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