Data Analyst

About the role

Redwood Software is the leader in full stack automation fabric solutions for mission-critical business processes. With the first SaaS-based composable automation platform specifically built for ERP, we believe in the transformative power of automation. Our unparalleled solutions empower you to orchestrate, manage and monitor your workflows across any application, service or server - in the cloud or on premises - with confidence and control. Redwood's global team of automation experts and customer success engineers provide solutions and world-class support designed to give you the freedom and time to imagine and define your future. Get out of the weeds and see the forest, with Redwood Software. CORE VALUES One Team. One Redwood Make Your Own Weather Obsess over Customer Success Work the Problem Be Curious Own the Outcome Respect Each Other

Responsibilities

• We are seeking a Financial Data Analyst to support financial planning, reporting, and revenue analytics across the business. This role will partner closely with Finance, RevOps, and Business Leadership to deliver accurate, timely, and actionable insights that drive strategic decision-making.
• You will be responsible for owning and analyzing key financial metrics such as ARR, Net Retention, Gross Retention, and cash flow indicators (e.g., AR, DSO), while building scalable data models and dashboards to support forecasting, budgeting, and performance tracking.
• This role goes beyond reporting, you will help connect financial outcomes to operational drivers , identify risks and opportunities, and improve data reliability across financial systems.
• Build and maintain financial reporting models and dashboards using BigQuery, SQL, and Qlik
• Support monthly close, forecasting, and budgeting processes through data analysis and reconciliation
• Perform variance analysis (actuals vs plan/forecast) and explain key drivers
• Analyze revenue trends, customer cohorts, and retention metrics to support growth strategy
• Partner with Finance, Accounting, and RevOps to ensure data consistency across systems (e.g., Salesforce, Workday, Adaptive)
• Translate complex financial data into clear insights for executive and board-level reporting
• Identify opportunities to improve financial performance, efficiency, and data processes
• Your Experience:
• 5+ years of experience in financial data analysis, FP&A, or revenue analytics
• Advanced SQL skills (required) with experience working on large-scale datasets (e.g., BigQuery)
• Experience building financial models, forecasts, and variance analysis
• Strong understanding of SaaS financial metrics , including ARR, MRR, Net/Gross Retention, CAC, LTV
• Experience supporting monthly close, budgeting, and planning processes
• Familiarity with financial systems and data sources (e.g., ERP, Salesforce, billing systems )
• Experience with BI tools such as Qlik or Tableau for financial dashboards and reporting
• Strong business acumen with the ability to link data insights to financial outcomes
• Excellent communication skills, with experience presenting to finance and executive stakeholders
• High attention to detail, especially in financial data accuracy and reconciliation
• Ability to work independently and as part of a team.
• Passion for data and its ability to drive business results.
• Bachelor's degree in Finance, Accounting, Economics, Data Science, or related field.
• If you like growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
• THE LEGAL BIT
• Redwood will comply with all local data protection laws, including GDPR when it comes to the handling and processing of personal data. Should you wish for us to remove your personal data from our recruitment database, please email us directly at Recruitment@Redwood.com

Additional Information

OUR MISSION At Redwood, we empower our customers with lights-out automation for their mission-critical business processes.

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