Senior Financial Data Analyst

Company Overview

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

When you feel like you belong, work is no longer work – it's personal. At Paylocity, we believe better employees lead to better companies. Workplaces and cultures that care will build the future, and at Paylocity, we’re doing just that. Join us as we change the future and transform your career!

There are jobs and then there are careers. Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed. Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen. Join Paylocity and launch your career!

Position Overview

The Senior Financial Data Analyst independently plans, leads, and executes advanced analytics projects that have a strategic impact on Paylocity’s revenue growth, operational efficiency, and client experience. This role partners closely with executives, directors, and key stakeholders to provide data-driven guidance for sales enablement and operational initiatives, ensuring tools, processes, and insights align with organizational goals. The analyst performs enhanced reporting and deep analysis of data from various data sources, identifying trends, strengths, and areas of opportunity. Leveraging advanced modeling and visualization techniques, this role establishes prescribed, executable strategies that maximize sales productivity, improve operational efficiency, and inform high-level decision-making.

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Independently lead analytics projects that influence executive decisions, such as optimizing territory assignments or identifying churn risk for high-value accounts.

• Partner with senior leadership to define KPIs and reporting frameworks that align with corporate growth objectives.

• Meets regularly with the leadership team to report on current and pending reporting requests, present analysis results, and discuss areas of opportunity for productivity improvement.

• Performs independent analysis and leads projects by identifying a business opportunity, evaluating data, modeling and communicating final insightful analytical results to leadership that drive strategic decisions.

• Develop predictive models and financial forecasts using SQL, Python/R, and BI platforms to support strategic planning and scenario analysis.

• Apply advanced statistical methods and machine learning techniques for trend analysis and revenue forecasting.

• Design and implement automated reporting systems and dashboards leveraging Salesforce, Tableau, Power BI, and cloud data platforms 

(Snowflake, AWS, Azure).

• Ensure scalability and accuracy of data pipelines to support enterprise-level analytics.

• Lead cross-functional analytics projects from concept to deployment, applying Agile methodologies and ensuring measurable ROI.

• Evaluate emerging technologies and vendors, providing input on technology roadmaps and adoption strategies.

• Identify inefficiencies and implement process improvements that enhance data integrity and streamline workflows.

• Drive adoption of new tools and processes through stakeholder engagement and training.

• Provide technical guidance to junior analysts, establish standards for data governance, and foster a culture of analytics excellence across the organization.

• Other duties as assigned

Education and Experience

• Bachelor’s degree in Finance, Business Analytics, Economics, Statistics, Data Science, or related field or equivalent experience; advanced degree preferred.

• 5–8 years of experience in financial analysis, business intelligence, or sales operations within a SaaS or technology-driven environment.

• Expertise in SQL, Python/R, Tableau, Power BI, and advanced Excel modeling; experience with ERP/CRM systems and strong relational database skills (Snowflake, BigQuery, etc.) preferred.

• Strong understanding of sales processes, operational metrics, and financial modeling.

• Proven ability to lead projects, influence stakeholders, and deliver insights that drive strategic outcomes.

• PMP or Agile certification a plus.

Physical requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long

periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all

individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay range for this position is $65,300-$105,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.