Role Description We are seeking a detail-oriented, business-minded, and naturally curious Data Analyst to transform data into actionable insights that drive decision-making across the organization. This role partners closely with cross-functional stakeholders to analyze performance, build reporting, and support strategic initiatives through clear, reliable analytics. Success in this role requires someone who is comfortable balancing strategic analysis with operational execution, helping maintain critical reporting, dashboards, and data processes that support day-to-day company operations. Do you have strong business insight with the desire to go deep and understand the core drivers of business metrics? Are you passionate about digging into data to find patterns? If so, we want to hear from you! This position reports to the Senior Manager of Analytics and can be fully remote (from Argentina). What You’ll Be Doing: - Build and maintain critical data transformations, business reports, and dashboards that effectively communicate insights across the organization. - Collaborate with team leaders regularly to make our data and methodologies come to life. - Identify areas of analytic and automation opportunity within IPSY and work with great focus to implement your vision. - Utilize best practices to ensure that work products run efficiently, conform to business needs, and respond to operational issues in a timely manner. Qualifications - Bachelor's degree in Economics, Computer Science, Mathematics, or other quantitative field, with a track record of academic excellence strongly preferred. - 3+ years of experience performing analysis for an e-commerce, internet, or technology company. - Excellent SQL and data warehouse skills, and experience writing complex queries on large data sets. - Expertise with data visualization and dashboard tools such as Tableau, Looker, or equivalent. - Superb communicator with a strong eye for business and social skills. - History of deriving actionable insights from complex data sets. - Understanding of statistics concepts. Requirements - Bonus if You Have: - Experience with Python and Git. - Knowledge of product, marketing, or subscription analytics. - Experience working with modern data stacks or cloud data warehouses. Benefits - Competitive salary (USD). - Paid time off & work from home flexibility. - Learning & development programs. Company Description IPSY is the beauty industry’s most powerful platform, uniting brands, creators, and hyper-engaged consumers with unprecedented access to each other through the ultimate beauty membership. Home to sample-size subscription IPSY Original, full-size subscription IPSY Extra, and quarterly, limited-edition collection IPSY Ultimate, we curate beauty for millions of members so they can play, explore, and express their unique beauty every day. We're proud to be a remote-first company. Our fully remote team members have the chance to live and work where they want, because we believe work should fit into your life—not the other way around. We offer monthly virtual activities, company-wide offsites, professional development, and learning sessions, to help our team members stay connected, engaged, and impactful while working virtually. IPSY is based in the U.S. and we partner with the local agency, Nexton, that assists us with employee recruiting and payroll.

• Performs financial analyses related to the change in volume and pricing impact and support the development of payer strategy • Collaborates cross-functionally with key members of Accounting, Decision Support, Strategic Financial Planning, Advocate Aurora Contracting, Business Development, Reimbursement, Marketing, Advocate Medical Group and Aurora Medical Group to identify revenue gaps and yield improvement opportunities • Partners with internal and external resources to determine key revenue strategies • Directs research, review and assimilation of industry and competitive data to maintain an effective revenue optimizing strategy in the marketplace • Continually evaluates, identifies and implements opportunities for revenue optimization

• Support the Sales team with uncovering insights that shape sales strategy and budget management. • Collect, analyze, and model sales and financial data to identify trends, improve forecasting accuracy, and enhance reporting. • Works with ETL/ELT pipelines and relational/dimensional data models to ensure data accuracy and consistency. • Gather sales data from various channels to analyze performance, trends, and patterns. • Assist with the calculation of sales commissions and provide analytical support for sales programs. • Build and maintain dashboards and BI reports that tell compelling stories with data. • Communicate complex findings clearly to non-technical partners and contribute to a data-driven culture.

Job Summary & Responsibilities Role Summary: The Financial Analyst – AI & Data Analytics will support a dental practice management software platform by applying advanced financial analysis, automation, and AI-driven insights to subscription revenue, practice usage, retention and operational performance. The position will be charged with implementing solutions to automate processes and reporting, development of advanced analytics and improving dexterity of data to include a comprehensive view of customers. These efficiencies should result in replicable data, reporting and self-service for business managers. This role partners with Product Management, Sales, Customer Success, and Controllership to improve forecasting, revenue and cost analysis and data-driven decision-making across SMB and DSO customers. Key Responsibilities: FP&A & SaaS Performance Build and maintain financial models for ARR, MRR, bookings, churn, net revenue retention and upsell Support monthly forecasting, annual budgeting, and long-range planning for revenue, cost of sales and operating expenses Prepare monthly financial reports for management and executive level review Analyze revenue performance by practice size, DSO vs. SMB, and region Partner with Accounting to ensure alignment with ASC 606 for software subscriptions, implementation fees, and support contracts AI, Automation & Predictive Analytics Develop AI-enabled forecasting models using pipeline, usage, and renewal data to: Predict churn, downsell and volume Identify upsell and cross-sell opportunities with specific cohorts, software versions and attachment characteristics Improve forecast accuracy using practice volume, activity and appointment data Automate recurring finance processes (forecast updates, variance analysis, KPI reporting) using: Power BI or similar tools Microsoft Copilot or similar tools Automate operational analysis supporting various functional areas of the business and ensure it is self-service and on-demand for business managers Practice Usage & Operational Analytics Analyze practice management workflows (appointments, scheduling, billing, claims, reminders) to connect usage trends with financial outcomes Support pricing decisions for: Practice Management subscriptions Patient Solution modules (payments, patient engagement, claims) Partner with Commercial, Product and Customer Success to measure win/loss, attachment, NPS and overall customer sentiment Partner with Commercial and Sales Operations to improve process over the way customer activity is classified (i.e. churn reason, consolidation relationship, DSO affiliation etc) and how included in customer count Data & Systems Integration Integrate and analyze data from SAP, Salesforce, Power BI and vendor reporting Improve and standardize template KPI definitions, metric consistency, and data governance across Finance and Operations Executive Reporting & Strategic Support Prepare dashboards and board-level materials focused on KPIs Deliver insights to leadership on ARR changes, customer activity, customer value, customer cohorts and growth initiatives Support ad-hoc analysis for new module launches, acquisitions, or enterprise DSO deals Preferred Qualifications Qualifications: Bachelors degree in Finance, Accounting, Economics, Data Analytics, or related field 3-5 years of experience in FP&A or financial analysis, preferably in SaaS, healthcare IT, or practice management software Strong financial modeling and advanced MS Excel skills Experience with Power BI or similar BI tools Experience using and implementing AI tools or automation in a finance or analytics context Experience supporting DSO or multi-location healthcare customers preferred Experience with SaaS metrics and usage-based or hybrid SaaS pricing models preferred Key Competencies: Strong analytical and problem-solving skills Strong communication and cross-functional collaboration skills Curiosity and enthusiasm for AI-enabled finance Ability to translate complex data into executive-ready insights Comfort working in a fast-growing, product-driven SaaS environment High attention to detail and data integrity Salary: $80,000 - $100,000, based on experience.