Data Analyst II - Finance & Expense

Palo Alto, CA

TripActions

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Navan is the all-in-one super app that makes travel and expense easy so you can focus on being there, not getting there. Say goodbye to spending hours on the phone trying to change your flight or saving stacks of receipts to manually input expenses. From EAs and finance teams to travel managers and employees, Navan empowers people to focus on the things that matter most to them — all while providing companies with real-time visibility, savings, and control.

Navan’s investors include visionaries like Andreessen Horowitz, Lightspeed Ventures, Greenoaks, Zeev Ventures, and entrepreneurs Lee Fixel, Adam Bain, and Elad Gil. Valued at $9.2B, Navan is well-positioned for continued growth as it continues its takeover of the travel and expense market.

In April 2023, Navan expanded in the Indian market with the acquisition of Tripeur, a modern, people-centric corporate travel and expense management company. The group’s fifth acquisition in under two years, Tripeur joined the Navan Group alongside Spanish meetings and events specialists, Atlanta Events & Corporate Travel Consultants; Berlin-based modern travel management company, Comtravo; leading Scandinavian travel agency Resia AB; and London-based high-touch TMC, Reed & Mackay — the latter of which remains a standalone brand.

At Navan, we’re never satisfied with the status quo, and we know breakthrough ideas come from diverse perspectives. We are committed to cultivating a workplace that reflects the diversity of the customers we serve while fostering leadership and innovation. All voices are valued here and you’ll have the resources, tools, and training you’ll need to do the best work of your life.

As a Data Analyst on our global Finance and Expense Data team, you will work closely with finance and expense team stakeholders from across the business including engineers, sales, marketing, finance, and operations. You’ll play a key role in defining the financial data needs, building data models, and delivering actionable insights to drive business decisions. The ideal candidate will have strong experience in financial data analytics, particularly in areas such as FP&A, ABL, or Credit, and will be proficient in using modern data analysis techniques. This is a hands-on role where your ability to leverage data for reporting metrics, forecasting, data modeling, and analysis will have a direct impact on the company’s growth and success.

The ideal candidate will be extremely curious, independent, knowledgeable about data, and will use their data skills and business mindset to drive the business forward. We are looking for someone who wants to be a part of a fast moving, fast-growing company. We take great pride in our diversity of backgrounds, cultures, and perspectives and we strongly believe this is helping us to grow as a successful and impactful team.

What You'll Do

  • Identify trends and opportunities for growth through analysis of complex and growing data sets
  • Build and maintain financial reporting models, dashboards, and visualizations to monitor key financial metrics and trends
  • Collaborate with Finance, Product, and Engineering teams to ensure that data solutions align with business needs, providing accurate and reliable insights
  • Develop and implement scalable production-grade data models that support financial forecasting, budgeting, and performance measurement
  • Analyze and interpret financial data to provide insights for FP&A, Asset Based Lending, and other finance-related functions, to support business decision-making across the organization
  • Provide subject matter expertise on financial data and metrics, helping stakeholders ask the right questions and solve complex business challenges
  • Support ad hoc data requests and analyses, delivering clear and actionable insights to non-technical stakeholders
  • Ensure data integrity and accuracy through continuous validation and improvement of data sources and processes

What We're Looking For

  • 4+ years of experience in financial data analysis, with expertise in at least two of the following areas: financial data, business analytics, FP&A, product analytics
  • Strong command of SQL or similar data querying languages (Snowflake, dbt, and Python experience is a plus)
  • Strong proficiency in financial modeling, data visualization, and reporting tools (e.g., Tableau, Looker, ThoughtSpot, Power BI) 
  • Ability to translate complex financial data into clear insights and actionable recommendations for both technical and non-technical audiences
  • Hands-on experience working with financial data models and reporting systems, with a strong attention to detail and data accuracy
  • Strong business acumen, particularly in financial services or FinTech, with the ability to connect data analysis to broader business goals
  • Excellent problem-solving skills and a proactive approach to identifying data-driven solutions
  • Preferred qualifications include an advanced degree in mathematics, statistics, computer science, information science, or a related technical field
  • Excellent communication skills and adept at building relationships with stakeholders; must also be a collaborative team player

The posted pay range represents the anticipated low and high end of the compensation for this position and is subject to change based on business need. To determine a successful candidate’s starting pay, we carefully consider a variety of factors, including primary work location, an evaluation of the candidate’s skills and experience, market demands, and internal parity.

For roles with on-target-earnings (OTE), the pay range includes both base salary and target incentive compensation. Target incentive compensation for some roles may include a ramping draw period. Compensation is higher for those who exceed targets. Candidates may receive more information from the recruiter.

Pay Range$93,750—$172,000 USD
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Category: Analyst Jobs

Tags: Business Analytics Computer Science Data analysis Data Analytics Data visualization dbt Engineering Finance FinTech Looker Mathematics Power BI Python Snowflake SQL Statistics Tableau

Perks/benefits: Startup environment Team events

Region: North America
Country: United States

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