Data Analyst

OUR MISSION

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

ABOUT US

Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric-with AI embedded across the automation lifecycle-Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what's next.

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

YOUR IMPACT

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.