Data Analytics & Revenue Reporting Specialist [2642-123348]
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Summary
A data analytics and revenue reporting specialist keeps SaaS revenue metrics (MRR/ARR) accurate and timely: building dashboards in Looker Studio/Excel/Google Sheets, reconciling data across Salesforce, NetSuite, Stripe, and BigQuery, and supporting forecasting and transformation projects. Initially part-time, working US Central hours (nights) from Manila.
Company Overview
LevelUp is a specialist agency that provides outsourcing solutions to agencies, software vendors, and website owners. For over seven years, we have successfully collaborated with a variety of companies, providing valuable technical, operational, and back-office support. We have a large team of skilled and passionate professionals who are committed to delivering high-quality work for our clients.
Position Overview
We are seeking a highly analytical, detail-oriented, and data-driven Data Analytics & Revenue Reporting Specialist to drive data-informed financial strategies, ensure reporting continuity, and optimize revenue performance. In this critical role, you will be responsible for keeping key recurring revenue metrics—such as Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR)—accurate, aligned, and timely. You will also directly support high-impact transformation projects. As a primary steward of revenue data, you will deep dive into complex datasets, construct dashboards, reconcile financial data across disparate platforms, and translate technical findings into clear, strategic narratives for leadership and cross-functional teams.
Role Details
• Schedule: Aligned with US Central Time (9:00 PM – 6:00 AM PH Time).
• Commitment: Initially a specialized part-time role requiring focused dedication (6 to 8 hours per day during the first week of each month for the monthly close/reporting cycle, with full-time work required during the initial 3–4 weeks for onboarding). There is a potential pathway to transition into a full-time position as projects scale.
Reference: 2642-123348
Responsibilities
- ARR & MRR Reporting: Monitor, analyze, and report on core SaaS revenue metrics including new, upgrade, downgrade, expansion, and churned ARR/MRR during key financial reporting windows.
- Dashboard Development & Maintenance: Build, enhance, and maintain intuitive dashboards and reports using Looker Studio, Excel, and Google Sheets to visualize trends and KPIs for executive stakeholders.
- Data Reconciliation & Validation: Validate data consistency and identify discrepancies across enterprise platforms, including Salesforce (CRM), NetSuite (ERP), Stripe (Billing), and BigQuery (Data Warehouse).
- Data QA & Troubleshooting: Quality assure upstream and downstream data feeds, perform root-cause analysis on reporting discrepancies, and ensure data integrity across the entire analytics pipeline.
- Strategic Project Support: Actively support ongoing transformation projects, assisting in defining metrics, refining data models, and establishing automated reporting workflows.
- Financial Modeling & Forecasting: Assist finance and revenue operations in creating and updating forecasting models, scenario analyses, and customer retention/churn analytics.
- Cross-Functional Collaboration: Partner closely with Finance, Sales, Strategy, and Data Engineering teams to align on metric definitions, reporting cadences, and data taxonomy.
- Insight Translation: Translate intricate, multi-layered financial datasets into clear, actionable recommendations and narratives for non-technical leadership and stakeholders.
Experience & Requirements
- Professional Experience: 2–3+ years of professional experience in revenue analytics, financial data analysis, business intelligence, or SaaS revenue reporting.
- SaaS Metric Mastery: Thorough understanding of SaaS subscription models and key financial metrics (ARR, MRR, Net Revenue Retention, Gross Retention, Churn, ARPU, LTV, CAC).
- Advanced SQL & Big Data: Strong proficiency in writing complex SQL queries to extract, transform, and analyze datasets stored in data warehouses such as Google BigQuery.
- Spreadsheet Proficiency: Expert knowledge of Excel and Google Sheets, including advanced formulas, pivot tables, financial modeling, and scenario testing.
- BI & Visualization: Demonstrated experience constructing, maintaining, and troubleshooting dashboards in Looker, Looker Studio, or comparable BI tools.
- Data Reconciliation & Systems: Proven ability to validate and reconcile cross-system data involving Salesforce, NetSuite, Stripe, and modern enterprise data pipelines (ETL/ELT).
- Technical Familiarity: Hands-on familiarity with Stripe billing configurations and transaction structures, as well as direct working experience with NetSuite ERP module reporting is a strong plus.
- Communication Skills: Professional-level written and verbal English communication skills, with a track record of clearly conveying data insights to stakeholders.
- Business Acumen: Understanding of GTM (Go-To-Market) strategies, customer lifecycle management, and enterprise financial planning is nice to have.
Skills
As published by lever · 27 questions · 6 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company
Short answers (8)
- What is your current/previous Monthly Basic Salary in PHP? (Excluding allowances, bonuses, and 13th-month pay. Format: e.g., 20,000)
- What other monetary benefits do you get on top of your base pay?
- What's your expected hourly rate in Php?
- How many years of experience do you have in the role you’re applying for?
- For a referral, please indicate the name of the referring LevelUp employee.
- What is your standard notice period, and is there any flexibility to start sooner?
- Do you intend to take on additional employment or paid work while employed in this role (including freelance/contract work)? If yes, please describe the expected timing and hours per week.
- Can you walk us through how you define and calculate key SaaS revenue metrics such as New ARR, Expansion/Upgrade ARR, Downgrade ARR, and Churn ARR? How do these feed into Net Revenue Retention (NRR)?
Pick from a list (13)
- Where did you first encounter this job opportunity?
- What was the final step that made you decide to apply?
- Are you currently living in the Philippines on a full-time basis and legally authorized to work in the Philippines? If not, please explain.
- Do you require a visa or any type of sponsorship to work in the Philippines?
- If selected for this role, are you able to reliably commit to the required schedule: Part-time, working 6 to 8 hours per day during the first week of each month (with potential instances of extra hours), US Central Time (8:00 AM – 5:00 PM / PH Time 9:00 PM – 6:00 PM), Monday to Friday, with the necessity to adjust for US daylight savings (+/- 1 hour) and potential requirement to work every day for the first 3-4 weeks for full onboarding?
- Do you have a dedicated, distraction-free workspace with a stable internet connection suitable for professional video conferencing?
- Are you open to working graveyard/night shift if required?
- Have you previously tracked or reported on Monthly Recurring Revenue (MRR) or Annual Recurring Revenue (ARR)
- Which SaaS subscription metrics are you familiar with? (select all that apply) optional
- Which data visualization tools have you used in a professional setting? (select all that apply) optional
- Have you built or contributed to revenue or churn forecasting models before? optional
- Do you have experience working with ETL or ELT pipelines optional
- How comfortable are you writing SQL queries to extract data from warehouse like BigQuery? optional
Written answers (6)
- What attracts you to apply for a part-time role?
- This is a part-time role. How many hours are you looking to work per week?
- How do you design Looker or BI dashboards for senior executive stakeholders versus operational teams? How do you handle cases where upstream data breaks and dashboard metrics look incorrect?
- How do you approach reconciling revenue discrepancies between CRM systems (like Salesforce), billing platforms (like Stripe), and accounting ERPs (like NetSuite)?
- Describe a scenario where you wrote complex SQL queries in BigQuery or a similar data warehouse to pull and aggregate revenue data. What techniques did you use to ensure data accuracy and performance?
- If yes, briefly explain your role in the ETL/ELT process