Lead Data Analyst (Finance Analytics)

About Agero:

Wherever drivers go, we’re leading the way. Agero’s mission is to rethink the vehicle ownership experience through a powerful combination of passionate people and data-driven technology, strengthening our clients’ relationships with their customers. As the #1 B2B, white-label provider of digital driver assistance services, we’re pushing the industry in a new direction, taking manual processes, and redefining them as digital, transparent, and connected. This includes: an industry-leading dispatch management platform powered by Swoop; comprehensive accident management services; knowledgeable consumer affairs and connected vehicle capabilities; and a growing marketplace of services, discounts and support enabled by a robust partner ecosystem. The company has over 150 million vehicle coverage points in partnership with leading automobile manufacturers, insurance carriers and many others. Managing one of the largest national networks of service providers, Agero responds to approximately 12 million service events annually. Agero, a member company of The Cross Country Group, is headquartered in Medford, Mass., with operations throughout North America. To learn more, visit https://www.agero.com/.

Note: For technical and other select roles, your first day will be spent at our HQ in Medford, MA to facilitate a smooth onboarding experience. Willingness to travel is required, as you may need to attend on-site team meetings from time to time.

POSITION SUMMARY:

We're looking for a Lead Data Analyst with a specialization in finance data and a strong inclination towards analytics engineering principles. In this unique hybrid role, you'll be instrumental in transforming raw financial data into actionable insights, building robust data models, and optimizing our data infrastructure to support strategic decision-making across our finance functions.

You'll act as a bridge between finance stakeholders and our data engineering teams, ensuring data accuracy, accessibility, and reliability. If you're passionate about both the intricacies of financial data and the craft of building efficient, scalable data solutions, we encourage you to apply.

ESSENTIAL FUNCTIONS:

Analytics Engineering & Data Modeling:

• Lead the development of the finance analytics layer, owning the business logic that transforms data into reliable metrics for reporting and analysis.
• Serve as the primary author of finance data models, building and maintaining transformations(eg., using dbt) on top of the foundation data provided by data engineering team.
• Implement data quality checks and validation processes to ensure the integrity and reliability of financial data.
• Act as a key strategic partner to the data engineering team, translating business needs into technical requirements to guide the evolution of the core data infrastructure.

Financial Data Analysis & Reporting:

• Perform in-depth analysis of financial data, including revenue, expenses, profitability, forecasting, and budgeting.
• Develop and maintain key financial reports, dashboards, and visualizations to provide clear insights to finance leadership and business partners.
• Identify trends, anomalies, and opportunities within financial datasets to support strategic planning and operational improvements.

Stakeholder Collaboration & Communication:

• Work closely with finance teams to understand their data needs, define requirements, and translate them into technical specifications.
• Communicate complex analytical findings and technical concepts clearly and concisely to non-technical business stakeholders.
• Provide training and support to finance users on data tools and dashboards.

Data Governance & Documentation:

• Contribute to the development and enforcement of data governance best practices for financial data.
• Create and maintain comprehensive documentation for data models, reports, and data processes.

JOB SPECIFICATIONS & ROLE BASED COMPETENCIES - KNOWLEDGE, SKILLS AND ABILITIES:

EDUCATION:  Bachelor's or Master’s degree in Finance, Economics, Accounting, Data Science, Computer Science, or a related quantitative field.

EXPERIENCE: 4+ years of experience in a data analysis role, with a significant focus on financial data.

ROLE BASED COMPETENCIES (KNOWLEDGE, SKILLS & ABILITIES): 

• Technical Skills:
• Proficiency in querying, analyzing, and visualizing large datasets using SQL, Python, R.
• Experience with cloud data platforms such as GBQ, Snowflake, or Redshift.
• Experience with data modeling principles and tools (e.g., dbt).
• Proficiency in at least one data visualization tool (e.g., Sigma, Tableau, Power BI, Looker).
• Finance Skills:
• Strong understanding of financial concepts, statements (P&L, Balance Sheet, Cash Flow), and metrics.
• Familiarity with Financial Oracle DB (e.g., EBS R12, Fusion Apps or Workday)
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong communication and interpersonal skills, with the ability to collaborate effectively with both technical and non-technical teams.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Bonus Points If You Have:
• Experience with financial planning and analysis (FP&A) processes.
• Familiarity with accounting software or ERP systems.
• Knowledge of advanced statistical techniques for financial forecasting.

WORKING RELATIONSHIPS:  This role involves close collaboration with key stakeholders from Finance, Product, Engineering, Customer Success, and other Business departments. Additionally, the position requires active engagement with analysts and data scientists across the organization, fostering opportunities to enhance efficiency and cultivate shared technical knowledge and expertise.

**Please note, this role requires being onsite in Medford MA 1-2x per week. 

 

The anticipated closing date to submit applications for this role is September 1st 2025. 

 

The base salary range presented represents the anticipated low and high end salary range for new hires in this position. Your final base salary will be determined based on factors such as work location, experience, job related skills, and relevant training and education. The range listed is just one component of the total compensation package provided by Agero to employees.

Medford$110,000—$125,000 USD

Life at Agero:

At Agero, you'll find a workplace where your unique perspective is not just welcomed, it's celebrated. We believe that our differences make us stronger, and we're committed to creating an environment where every employee feels a sense of belonging. If you're looking for a company that values your individuality, provides opportunities for growth, and champions open communication, Agero is the place for you. Join our team and help us drive the future of driver assistance, while experiencing a workplace where you can truly thrive.

Benefits Built for Well-being: 

Agero’s innovation is driven by a workforce where all associates feel like they can truly thrive. Agero offers a wide range of benefits to promote well-being, encourage personal development, and ensure financial stability. Our benefits include:

• Health and Wellness: Healthcare, dental, vision, disability, life insurance, and mental health benefits for associates and their families.
• Financial Security: 401(k) plan with company match and tuition assistance to support your future goals.
• Work-Life Balance: Flexible time off, paid sick leave, and ten paid holidays annually.
  • For Contact Center Roles: Accrual of up to 3 weeks Paid Time Off per year, paid sick leave, and ten paid holidays annually.
• Family Support: Parental planning benefits to assist associates through life’s milestones.
• Bonus/Incentive Programs

Join Agero and experience a workplace that invests in your success both personally and professionally.

*It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.