Workforce & Finance Data Analyst

Job description

### G'day! We are [ServiceRocket](https://www.servicerocket.com/)🚀, a global tech-enabled services company headquartered in Palo Alto, California. Our purpose is to be the single most reliable partner in the acceleration of your growth. At ServiceRocket, we are committed to the development of every Rocketeer and the trust of every customer. Twenty years on and counting, we’ve got your back. ### Why is ServiceRocket the place for you 🧡 - A 20+ year tech services expert of many solutions and partnerships with industry giants. - Our diverse world of Rocketeers lives by our values with a collaborative mindset resulting in a 4.7 rating on Glassdoor. - Our culture rocks! You’ll join a fun-loving and inclusive work environment that supports your professional growth and personal well-being. - We're recognized for our innovation, impact, and outstanding customer support, even earning the [Atlassian Partner of the Year](https://www.servicerocket.com/blog) 2024–2025 for Co-Selling Excellence award. Visit our [website](https://www.servicerocket.com/about) to learn more and become a part of our Rocketeer Nation. ### About the Opportunity As a Workforce & Financial Data Analyst within the Workforce Planning & People Operations team, you will serve as a key analytical engine connecting raw workforce data with executive decision-making. You will partner cross-functionally across business units to build dynamic reporting models, execute compensation benchmarking, analyze P&L budget vs. expense variances, and establish new data visualization dashboards. This role operates in a flat, multicultural, and highly collaborative environment where asking questions, continuous learning, and direct communication ("talk straight") are celebrated. You will work closely with leadership and cross-functional partners while enjoying the flexibility of remote work. ### What you'll be doing 💪 - Workforce & Financial Data Modeling: Design, build, and maintain complex spreadsheet models (Google Sheets / Excel) using nested functions, custom formulas, QUERY, and pivot tables to evaluate workforce metrics. - Compensation & Rewards Analytics: Perform internal equity analysis, market compensation benchmarking, and support talent/rewards adjustments and promotion cycles. - P&L Budget vs. Expense Tracking: Analyze operational expenditure and budget variances across business units to provide actionable variance insights to leadership. - Dashboarding & Business Reporting: Create, automate, and refine cross-functional dashboards to give leaders visibility into workforce capacity, performance, and contribution trends. - Executive Communication: Translate complex technical, statistical, and financial datasets into clear, executive-ready presentations and briefings for non-technical stakeholders. - Cross-Functional Collaboration: Partner directly with People Operations, Finance, and Business Unit leaders on strategic initiatives, new data projects, and process improvements. ### ### What you bring to the table 🧑‍💻 - Experience: 3–5+ years of experience in data analysis, workforce planning, financial analysis (FP&A), or compensation analytics. - Advanced Spreadsheet Mastery: High proficiency with Google Sheets / Excel, including advanced custom and complex formulas, QUERY, pivot tables, and nested logic. - Database & Data Extraction: Practical working knowledge of SQL to query, extract, and manipulate large datasets. - Compensation & Financial Acumen: Hands-on experience with market benchmarking, internal pay equity analysis, and P&L budget vs. expense evaluation. - Executive Presentation: Exceptional capability to synthesize technical data into clear visual stories and narrative briefings for senior executives. - Language Proficiency: Professional English proficiency (B2+ or higher) with strong verbal and written communication skills. - Mindset & Behaviors: - High attention to detail with an inherent habit of rigorous self-auditing. - Adaptability and comfort with context switching in a dynamic, evolving environment. - Receptive to feedback, open-minded, and motivated to learn and grow alongside the team. ### Your leaders 🤟 Courtney is a dog mom, an endless adventurer, and the strategic mind behind ServiceRocket's workforce planning. With a keen eye for data and a talent for turning numbers into decisions, she leads our WFP area with clarity, care, and a talk-straight approach. With her, you'll build the dashboards and models that drive real business impact in a team where sharp thinking, good data, and great people go hand in hand!