AI Finance Analyst (SaaS) - Remote
Adit · India
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- Hybrid
- Full-time
- $120,000 / year
- India
Job highlights
- Own finance and SaaS operations reporting and analytics.
- Build complex SQL queries and validate data integrity.
- Develop dashboards using BI tools like Zoho Analytics.
- Automate workflows and leverage AI for efficiency.
- High-impact role with growth opportunities.
About the role
Role Summary
Adit is looking for a highly analytical, detail-oriented Data Analyst to support our Finance Operations function. This role will own end-to-end reporting and analytics workflows, build and maintain complex SQL queries, and help automate recurring operational processes across CRM and analytics systems within the Finance Operations. You’ll work closely with Finance Ops, Sales Ops/RevOps, Customer Success, and Leadership to turn messy SaaS operational data into clean, reliable insights that drive better decisions. If you enjoy solving ambiguous problems, building scalable reporting, and using automation + AI to work smarter, this role is for you.Key Responsibilities
1) **Data & Reporting Ownership** * Build, maintain, and optimize reporting frameworks across Finance Ops and SaaS operations. * Create dashboards and recurring reports (daily/weekly/monthly) for key metrics such as revenue, churn, retention, collections, pipeline hygiene, billing performance, and operational KPIs. * Ensure accuracy, consistency, and governance of metric definitions (single source of truth mindset). * Translate business questions into structured analysis and actionable insights. 2) **SQL & Data Modeling** * Write and troubleshoot complex SQL queries (joins, CTEs, window functions, aggregations, deduping logic, nesting queries). * Validate data integrity across systems (CRM, billing, support, marketing, product usage data where applicable). * Assist in building clean datasets/tables for scalable reporting and downstream analysis. * Improve query performance and reduce reporting latency where possible. 3) **Analytics Tools & BI Development** * Build and manage dashboards using tools like Zoho Analytics. * Create optimized data models, calculated fields, and drill-down views for different stakeholder levels. * Support ad-hoc analysis requests with speed and high accuracy. 4) **SaaS CRM & Operations Analytics** * Work deeply with SaaS CRM data (example: leads, accounts, deals/opportunities, activities, lifecycle stages). * Support operational reporting for sales/CS/finance processes (renewals, upgrades, churn events, onboarding, adoption). * Identify gaps, anomalies, and process breakdowns through data trends and exception reporting. 5) **Automation, Workflows & AI Enablement** * Build and maintain automations/workflows in CRM tools (workflow builders, triggers, webhooks). * Automated alert chatbots and workflow integrations where needed (via webhooks, CRM tools, or automation platforms). * Leverage AI tools to speed up analysis, documentation, query generation, data cleaning, and anomaly detection. * Proactively propose automation ideas to eliminate manual repetitive tasks.Required Skills & Experience
* **Must-Have** * 5+ years of hands-on SQL experience (writing complex production-grade queries). * Strong understanding of data structures and analytics fundamentals (tables, joins, normalization vs denormalization, basic modeling concepts). * Experience with BI/analytics tools such as Zoho Analytics, Power BI, or similar. * Strong working knowledge of SaaS operations datasets and CRM data flows. * High attention to detail with a structured, logical approach to problem solving. * Self-learning mindset — ability to pick up new tools, systems, and business context quickly. * Excellent communication skills — ability to explain findings clearly to non-technical stakeholders. * **Good-to-Have** * Experience with automation platforms (Zapier/Make/n8n) or CRM automation/workflow tools. * Experience working with APIs/webhooks, chatbot logic, or simple integrations. * Familiarity with finance ops reporting (billing, collections, revenue leakage, renewals, churn analysis). * Exposure to Python (pandas) or spreadsheet modeling is a plus.Core Competencies (What We Care About Most)
* **Logical thinking:** breaks down complex problems into step-by-step solutions. * **Extreme attention to detail:** verifies data, catches edge cases, and avoids “quick assumptions.” * **Ownership mindset:** treats reports and dashboards like products; maintains them proactively. * **Goal-oriented & ambitious:** wants to grow, improve systems, and drive measurable outcomes. * **Bias for action:** moves fast while maintaining accuracy and documentation.What Success Looks Like (First 90 Days)
* Understand data sources and business workflows (CRM → operations → reporting). * Deliver a set of reliable dashboards/reports with well-defined metric logic. * Identify at least 3 automation opportunities to reduce manual work. * Build trust with stakeholders by being responsive, accurate, and proactive with insights.Why Join Adit?
* High-impact role with visibility across Finance Operations and SaaS growth metrics. * Opportunity to build scalable reporting systems and automation from the ground up. * Work on meaningful problems that directly influence revenue performance and operational efficiency. * Fast learning environment with room to grow into senior analytics/RevOps roles.Key skills/competency
* SQL * Data Analysis * Business Intelligence (BI) * SaaS Operations * CRM * Reporting * Automation * Data Modeling * Zoho Analytics * AI ToolsSkills & topics
- AI Finance Analyst
- SQL
- Data Analysis
- Business Intelligence
- SaaS Operations
- CRM
- Reporting
- Automation
- Data Modeling
- Zoho Analytics
How to get hired
- Tailor your resume: Highlight your 5+ years of SQL experience and SaaS/CRM data knowledge for the AI Finance Analyst role.
- Showcase analytical skills: Emphasize your ability to build reports, automate processes, and use AI tools.
- Quantify achievements: Use metrics to demonstrate impact in previous roles, especially in data accuracy and efficiency gains.
- Prepare for technical questions: Be ready to discuss complex SQL queries, data modeling, and BI tool usage during interviews.
- Demonstrate problem-solving: Articulate your logical thinking and attention to detail in behavioral questions.
Technical preparation
Master complex SQL queries and data modeling concepts.,Practice building dashboards with Zoho Analytics or similar tools.,Familiarize yourself with SaaS CRM data structures.,Review automation tools and AI applications in finance.
Behavioral questions
Describe a complex problem you solved logically.,How do you ensure extreme attention to detail?,Give an example of taking ownership of a project.,How do you approach tasks with a bias for action?
Frequently asked questions
- What are the primary responsibilities of an AI Finance Analyst at Adit?
- As an AI Finance Analyst at Adit, you will be responsible for owning end-to-end reporting and analytics for Finance Operations, writing complex SQL queries, building dashboards with tools like Zoho Analytics, and automating operational processes using AI and workflow tools. Your work will directly support data-driven decision-making across various departments.
- What specific SQL skills are required for the AI Finance Analyst position?
- The AI Finance Analyst role requires at least 5 years of hands-on experience writing complex, production-grade SQL queries. This includes proficiency with joins, CTEs, window functions, aggregations, and deduping logic. Strong data structure and analytics fundamentals are also essential.
- What kind of SaaS operational data will an AI Finance Analyst work with?
- An AI Finance Analyst will work extensively with SaaS CRM data, including leads, accounts, deals, opportunities, and activities. They will also support operational reporting related to sales, customer success, and finance processes such as renewals, upgrades, churn, billing, and collections.
- How important is automation and AI in this AI Finance Analyst role?
- Automation and AI are crucial components of this role. You will be expected to build and maintain automations and workflows in CRM tools, leverage AI for faster analysis and documentation, and proactively identify opportunities to eliminate manual tasks through automation.
- What BI or analytics tools does Adit use for reporting?
- Adit utilizes BI and analytics tools such as Zoho Analytics for building and managing dashboards. Experience with similar tools like Power BI is also considered beneficial for this AI Finance Analyst position.
- What are the 'good-to-have' skills for the AI Finance Analyst role?
- Good-to-have skills include experience with automation platforms like Zapier or Make, familiarity with CRM automation tools, working with APIs/webhooks, and exposure to Python (pandas) or advanced spreadsheet modeling. Familiarity with finance ops reporting is also a plus.
- How does Adit define success for an AI Finance Analyst in the first 90 days?
- Success in the first 90 days involves understanding Adit's data sources and business workflows, delivering reliable dashboards and reports with clear metric logic, identifying at least three automation opportunities, and building trust with stakeholders through responsiveness and proactive insights.