Lead Data Analyst - VP

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! DIRECTOR OF STRATEGIC FINANCE Strategic FP&A, AI Automation, & Executive-Level Storytelling ABOUT THE ROLE: We are looking for an exceptional, hands-on Director of Strategic Finance to act as the strategic right-hand lead to our VP of Finance. Operating alongside our Controller (who leads accounting close, statutory compliance, tax, and ERP administration), you will own our forward-looking financial strategy. You will lead our corporate modelling, deploy AI and modern automation workflows across Finance and RevOps, execute on M&A and capital markets transactions, and use generative AI or AI applications to build out high-performance analytics frameworks as the company scales. WHAT YOU'LL DO (KEY RESPONSIBILITIES): 1. Hands-On Strategic FP&A & Corporate Modeling • Corporate Financial Architecture: Build and maintain our dynamic 3-statement models, weekly/monthly/quarterly operating plans, revenue forecasting, multi-year operating forecasts, and scenario analyses from the ground up without relying on junior analysts. • Executive & Board Presentation: Spearhead the quantitative financial narrative, analysis, and materials for Board of Directors meetings, executive quarterly reviews, and investor reporting. • Corporate Planning: Lead the annual budgeting process by working with the executive team to develop an annual plan with near real-time reporting on plan progress. • Future Team Foundation: Establish rigorou

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. The Data Analytics Sr Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Adapts latest trends in Data Science/Data Mining/Big Data field for application within role and the business. Serves as the subject matter expert for strategic data analysis, identifies insights and implications as well as make strategic recommendations, develops data displays that clearly communicate complex analysis. Demonstrates excellent communication skills in order to negotiate internally, often at a senior level, leveraging diplomacy in order to guide, influence and convince internal and external stakeholders. Applies ingenuity and creativity to problem analysis and resolution in both complicated and novel con

About Us YipitData is a market research and analytics firm that helps investment funds and Fortune 500 companies understand company performance, market trends, and competitive dynamics. Our proprietary technology analyzes billions of alternative data points to produce insights that inform important business and investment decisions. We operate globally, with offices in the US, APAC, and India. Our people-centered culture—recognized by Inc. as a Best Workplace for three consecutive years—is built around transparency, ownership, and continuous learning. What It's Like to Work Here Ownership is real, not aspirational. Analysts own data products from methodology development through delivery and directly influence products used by leading investment firms. Growth is driven by impact, not tenure. Scope and responsibility expand as fast as you can demonstrate you're ready. AI is a core working tool. We're actively rebuilding how analytical work gets done—using AI agents, automation, and new tooling to fundamentally change what's possible. About the Role You’ll join one of our sector teams, covering industries such as consumer goods, software, or financial services. These teams build and maintain the analytical data products our clients rely on to understand companies and markets. As an analyst on the team, you’ll develop deep expertise in a portfolio of proprietary datasets and methodologies. You’ll be responsible for ensuring the accuracy and reliability of your products, improving the way they are built, and identifying insights and opportunities that create value for clients. You’ll initially work closely with a Data Lead to learn our datasets, methodologies, and quality standards. As your expertise grows, you’ll take on greater ownership, tackle more complex products, and help shape how your team works. This role is well suited to someone who enjoys solving difficult analytical problems, cares deeply about accuracy, and wants to build data products that peo

About Us: YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture—recognized by Inc. as a Best Workplace for three consecutive years—emphasizes transparency, ownership, and continuous mastery. What It’s Like to Work at YipitData: YipitData isn’t a place for coasting—it’s a launchpad for ambitious, impact-driven professionals. From day one, you’ll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters : You’ll lead high-impact projects with real business outcomes Rapid Growth : We compress years of learning into months Merit Over Titles : Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high—always with purpose and intention If your ambition is matched by your work ethic—and you're hungry for a place where growth, impact, and ownership are the norm—YipitData might be the opportunity you’ve been waiting for. About The Role: YipitData’s Corporate team collaborates directly

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft is hiring a Senior Financial Data Analyst to lead the Reporting sub-team within Finance Data & Insights. This sub-team is core to ensuring all key Run the Business (RTB) financial reports are complete, accurate, and operationally reliable on a day-to-day basis. The mandate is two-fold: build repeatable systems, playbooks, and documented workflows that reduce reactive work, and own the primary stakeholder relationships for RTB work across teams. This is a high-visibility role that combines hands-on ownership of critical reporting with team leadership and process-building. Responsibilities: Own all RTB and Compliance reporting (tax, airports, audit requests, etc.), ensuring accuracy, completeness, and operational reliability Build and maintain process documentation, checklists, and operational playbooks that make reporting workflows repeatable and resilient Receive and operationalize reports stabilized by Finance Data Products, integrating them into day-to-day RTB reporting operations Reduce fire-drill, ad-hoc response patterns by replacing them with documented, recurring workflows and automation Identify and drive automation opportunities across RTB reporting processes to improve efficiency, reduce manual effort, and further reduce ad-hoc work Own primary stakeholder relationships for RTB work, serving as the go-to point of contact across teams Lead large-scale, cross-functional initiatives with significant autonomy — from problem definition through execution — proactively communicating progress and risks to stakeholders and management Proactively identify risks, gaps, and opportunities for improvement within RTB reporting and drive initiatives to address them Experience: BA/BS with 5+ years of experience in finance, accounting, business, consulting, or analytics Advanced proficiency in

About Us: YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US, APAC, and India. Our award-winning, people-centric culture—recognized by Inc. as a Best Workplace for three consecutive years—emphasizes transparency, ownership, and continuous mastery. What It’s Like to Work at YipitData: YipitData isn’t a place for coasting—it’s a launchpad for ambitious, impact-driven professionals. From day one, you’ll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters : You’ll lead high-impact projects with real business outcomes Rapid Growth : We compress years of learning into months Merit Over Titles : Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high—always with purpose and intention If your ambition is matched by your work ethic—and you're hungry for a place where growth, impact, and ownership are the norm—YipitData might be the opportunity you’ve been waiting for. About the Role: YipitData's MedTech business is one of the fastest-growing verticals in the company. We provide institutional investors with differentiat