Data Analyst, Level 4

About the role:

The Data Analytics team is seeking a SeniorData Analyst with a strong quantitative background to drive financial and operational insights to support FPA, Accounting, and Partnerships. This role requires a strong understanding of B2B SaaS and payment processing, capable of performing advanced data transformations in SQL and Python. The ideal candidate will be a proactive, inquisitive self-starter who can take data through the entire data lifecycle, from collection and analysis to presenting findings and recommendations to stakeholders.

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

• Perform ad hoc analysis to determine underlying trends and causes that are impacting transaction volume across the AffiniPay ecosystem
• Work with Data Engineering and Finance to automate subscription and payment processing data transformations
• Work with Finance and Accounting to determine root cause for changes in payment margins, ARR, and other financial metrics
• Manage all steps of the data lifecycle (Collection, measurement, analysis, interpretation, presentation), provide qualitative and quantitative analysis and be able to present findings to stakeholders along with recommendations supported by rigorous analysis and statistics.
• Translate and summarize data into formats that help stakeholders make decisions quickly
• Develop rich, interactive visualizations to help stakeholders understand their area of the business and make data-driven decisions
• Work with Finance Partnerships to calculate royalties for AffiniPay’s partner and affinity network
• Analyze historical data, define best practices, and identify opportunities for optimization.
• Gather Data from Internal and External Sources as needed to provide the full view of problems or opportunities
• Explore the data and discover patterns, meaningful relationships, anomalies and trends.
• Handle multiple projects and meet deliverables

About you:

• You have a Bachelor’s degree, preferably in a Quantitative field (Statistics, Business, Computer Science, Engineering) or equivalent experience
• You can perform advanced data transformations in SQL and Excel
• You are experienced using a BI or visualization software (ex. Tableau, Looker, Domo, etc.)
• You are experienced in transforming, analyzing, and visualizing data in Python
• 4+ years experience in banking, payment processing, or other finance technology
• 2+ Experience in B2B SaaS software or other subscription-based businesses
• You are a team player with a positive and can-do attitude, excellent interpersonal skills, inquisitive, self-starter, energetic and striving in a fast-moving environment.
• You have strong communication skills, written and verbal; ability to present data and its implications in a clear, concise manner; balancing technical and business perspectives.
• Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
• This position is preferably based in Austin, Texas.

Why 8am:

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Here’s how we support our 8Team:

• Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
• Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
• Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
• Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
• Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
• Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
• Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise Shine Award of Excellence Program, and our peer-to-peer appreciation platform.

At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day.

Diversity, equity inclusion at 8am:

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.

Security advisory:

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.