Senior Financial Data Analyst

About Turn/River Capital

Turn/River Capital is a technology-focused private equity firm based in San Francisco with over $2B in committed capital. We are 100% focused on B2B software, specializing in growth capital investments, founder liquidity, buyouts, spin-outs, and recapitalizations of technology, web, and SaaS companies. Our strategy combines flexible capital with data-driven marketing, sales optimization, and operational execution to help companies double or triple their growth and build significant value. We are analytically driven, curious by nature, and always looking for the next experiment to drive improvement.

About The Role

Turn/River is seeking a Senior Financial Data Analyst to bridge the gap between financial data and strategic decision-making. This role will drive the development of financial dashboards, data models, and analytical frameworks that empower the Turn/River operations team and executive teams at the portfolio companies with actionable insights.

The ideal candidate has a strong analytical mindset, experience working with financial and operational data, and a deep understanding of financial reporting and key business metrics.

Key Responsibilities

• Cross-Functional Partnership – Collaborate with GTM, R&D, RevOps, FP&A, and Accounting teams to enhance financial insights and drive business impact.
• Financial Modeling & Reporting – Develop models and reporting structures that provide transparency into business performance and key financial metrics.
• Executive Dashboards & Reporting – Build and maintain financial dashboards (Looker, Tableau, Power BI) that integrate financial and non-financial data for real-time decision-making.
• Data Analysis & Modeling – Identify trends, uncover opportunities, and develop attribution models and root cause analyses to improve forecasting and decision-making.
• Data Accuracy & Reconciliation – Ensure consistency, accuracy, and reconciliation between ERP, GTM, and financial reporting systems.

Qualifications

• Financial Acumen – Understanding of financial reporting, KPIs, general ledger management, and accounting processes is a requirement
• Cross-Disciplinary Exposure – Experience in FP&A, Revenue Operations, Due Diligence, or Auditing, with a proven ability to identify underlying value drivers, KPIs, and process gaps.
• ERP Data Model Expertise – Experience working with ERP systems and financial data models (NetSuite, Sage Intacct, etc.).
• Strong Analytical Skills – Proficiency in Excel and SQL to analyze large datasets and extract key insights.

Location

• San Francisco, hybrid work model (Tues/Wed/Thurs)

Compensation

• The annual base salary range for this role is $155,000 - 170,000 taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements.

This role is highly strategic and collaborative, offering the opportunity to shape how Turn/River leverages financial data to drive business performance. If you're passionate about financial data science and uncovering insights that fuel growth, we’d love to hear from you!

Benefits And Perks

• An opportunity to make an impact across multiple high-growth tech firms
• Competitive salary and discretionary bonus
• Medical, dental, and vision insurance
• Flexible vacation policy
• 401K
• Paid parental leave
• Commuter benefits
• Donation matching
• Work from home Monday & Friday
• Energetic work environment with snacks and weekly team lunches, centrally located near multiple public transit lines
• A company that enjoys having fun: holiday parties, annual company offsite, annual summer "work from anywhere" month

Turn/River provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, natural hair styles, age (40 years and over), sexual orientation, veteran and/or military status, protected medical leaves (requesting or approved for leave under any applicable state, or federal leave act), domestic violence victim status, political affiliation, and any other characteristic or status protected by state or federal law.