Title: Data Analyst
Reports to: Sr Vice President, Technology
Location: Remote- Anywhere, U.S.A.
ABOUT THE ROLE
At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm.
As our full-time Data Analyst, you will be instrumental in helping us clean our data and building reports and dashboards that drive our company’s future. This is an opportunity to get to understand our data, analyze it, provide insights, and drive the company’s direction by providing the results to the leadership team.
To do this well, you will need to work autonomously, bringing a self-starter mindset that thrives in a business operating with the speed and adaptability of a startup. You should be comfortable navigating very complex database tables, digging into the details, and surfacing meaningful insights without waiting for direction. Beyond simply answering defined business questions, you’ll be expected to proactively uncover patterns, opportunities, and risks hidden in the data, translating them into actionable recommendations that help drive the company forward.
This role will require effective partnership with our data engineer, leadership team (LT), senior leadership (SLT), and executive leadership (ELT) to support data-driven decision-making, proactively uncovering insights, and identifying opportunities for leveraging data to create business value.
WHAT YOU WILL DO AND OWN
- Partner with leadership to design and deliver reports and dashboards that surface key performance metrics across client engagement, operations, and finance.
- Perform in-depth analysis to identify patterns, trends, and outliers that inform strategic decisions.
- Translate business questions into analytical queries, models, and visualizations.
- Collaborate with our Data Engineer to ensure data pipelines and integrations are reliable and accurate.
- Support data governance by validating data quality and documenting sources and definitions.
- Present findings and recommendations to senior leadership in a clear, business-focused way.
- Explore AI & Advanced Analytics: Identify opportunities to leverage AI and advanced data analytics to drive business value in the long term.
EXPERIENCE YOU WILL NEED (REQUIRED)
- 3+ years relevant experience in data analyst or related field
- Motivated self-starter and problem-solver with a strong work ethic
- Strong proficiency in SQL (Postgres/Snowflake preferred), including techniques like unions
- Proficiency with data visualization tools (Tableau, PowerBI, Looker, Metabase) and collaboration tools (dbt or Dataform)
- Familiarity with entity-relationship models
- Experience with data quality governance, monitoring, and error handling
- Familiarity with using project management tools for task tracking and collaboration
PREFERRED QUALIFICATIONS
- Data-related background in a startup environment
- Familiarity with MSSQL for interfacing with legacy data
- Strong understanding of query optimization and EXPLAIN plans
- Python and Jupyter Notebook experience
- Familiarity with automated ETL tools (Fivetran, Airbyte, Stitch) and data warehousing (Snowflake, Redshift, BigQuery)
- Proficiency with Snowflake-specific SQL functions and differences (e.g., QUALIFY, TIME_SLICE, ARRAY_AGG) and platform features (e.g., Snowpipe, dynamic tables, resource monitors).
WHO YOU ARE
- You have excellent communication skills with the ability to translate technical information into user-friendly language
- You’ve got strong problem-solving aptitude, attention to detail, and the ability to manage multiple tasks simultaneously
- You display a high degree of professionalism, confidentiality, and integrity in handling sensitive data
- You are excited about data analysis, data trends, and where data can help the business.
WHAT YOU WILL GET
You’ll become a welcome member of a supportive and collaborative team and corporate culture, with ample opportunities for professional growth. You’ll enjoy the opportunity to work with a diverse set of technologies, and to continuously enhance your IT skill set. You’ll have a sense of satisfaction knowing that the work you do matters, because we help our clients optimize their financial health. This enables them to keep more, save more, and protect more of their money so they can use it for the things they care about most. You'll be joining a team that prioritizes your well-being, too; which is why, while we believe that intrinsic rewards motivate employees sustainably, we also respect the need for extrinsic rewards which would include:
+Competitive Compensation
+Generous Paid Time Off Benefits + 19 Company Holidays
+ Bonus Opportunity
+ Stock Options
+ Comprehensive Employee Benefits Package
+ 401k Program with Company Matching
+Paid Volunteer Days
+ Educational/Personal Growth Reimbursement
This is an opportunity to take full ownership of our data ecosystem, build a strong foundation, and drive strategic decision-making at a high level. If you are passionate about data and want to shape the future of how we leverage it, we’d love to hear from you!
EEO and Diversity Statement
PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.
At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.
