Partner with Accounting and Finance teams to identify sources of truth for reporting on transaction volume, revenue, and transaction lifecycle events (refunds, chargebacks)
Use internal sources and external payment provider data to reconcile payments and Clio revenue to create an independent source of truth
Partner with stakeholders, self-serve report creators, data scientists, and data engineers to create meaningful, intentional data solutions
Standardize source-of-truth dashboards and apply best practices to convey the most important metrics for the business
Create and edit data models for users to answer business questions and optimize queries and reports for performance
Effectively communicate findings and feedback to technical and non-technical stakeholders
Work with the Business Intelligence Manager to govern the BI environment and empower self-serve stakeholders leveraging data and dashboards
Proactively identify and resolve gaps in training, learning resources, and other roadblocks preventing stakeholders from leveraging data for decision making
Requirements
An undergraduate or graduate degree in a relevant quantitative discipline (computing science, statistics, mathematics, etc.)
6+ years applied experience in business intelligence and/or data modeling
Proficiency in database modeling, SQL, and data warehousing principles
Proficiency with data visualization and data storytelling
Understanding or familiarity of SaaS business metrics such as MRR, churn
Experience with financial reporting and tying data between internal systems and external payment providers like Stripe
Experience reconciling payments and Clio revenue using internal and external payment provider data
Proven experience with cloud-based business intelligence tools (Tableau, PowerBI, Looker)
Excellent written and verbal communication skills
A drive to find root causes and establish gold standard in source-of-truth reporting
Demonstrate a keen interest in improving your craft by using AI
Serious bonus: experience working with Redshift or other cloud data warehouses
Serious bonus: experience with dbt as a data transformation tool
Benefits
Competitive, equitable salary
Top-tier health benefits, dental, and vision insurance
Hybrid work environment (expectation for local Clions to be in office minimum 2 days per week on Anchor Days)
Flexible time off policy (encouraged 20 days off per year)
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Accessibility accommodations during the recruitment process
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