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Senior Financial Insights Analyst

Role overview

Qualifications

  • 5+ years of experience in Strategic Finance, FPA, Investment Banking, Private Equity, or Management Consulting
  • Bachelor’s degree in Finance, Economics, Accounting, Business, or a related quantitative field
  • Strong analytical and technical skills
  • Ability to craft compelling narratives and identify impactful insights

Responsibilities

  • Identify and close areas of PL leakage through financial and transactional data analysis
  • Diagnose invoice challenges and leverage retailer partnerships to resolve them
  • Connect and analyze complex datasets using advanced SQL, Excel, or Python
  • Maintain strong stakeholder relationships and prioritize high-impact problems

Key facts

Hard skills

Other skills

  • Technical Acumen
  • Analytical Skills
  • Problem Solving
  • Communication

About the company

Instacart logo

Instacart

E-commerce & Online Marketplaces

Instacart, the leading grocery technology company in North America, works with grocers and retailers to transform how people shop. The company partners with more than 1,200 national, regional, and local retail banners to facilitate online shopping, delivery and pickup services from more than 80,000 stores across North America on the Instacart Marketplace. Instacart makes it possible for millions of people to get the groceries they need from the retailers they love, and for approximately 600,000 Instacart shoppers to earn by picking, packing and delivering orders on their own flexible schedule. The Instacart Platform offers retailers a suite of enterprise-grade technology products and services to power their e-commerce experiences, fulfill orders, digitize brick-and-mortar stores, provide advertising services, and glean insights. With Instacart Ads, thousands of CPG brands – from category leaders to emerging brands – partner with the company to connect directly with consumers online, right at the point of purchase. With Instacart Health, the company is providing tools to increase nutrition security, make healthy choices easier for consumers, and expand the role that food can play in improving health outcomes. For more information, visit www.instacart.com/company, and to start shopping, visit www.instacart.com.

Company details

Company typeLarge
IndustryE-commerce & Online Marketplaces
Company size1001 - 5000

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Job description

We're transforming the grocery industry

At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers.

Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table.

Instacart is a Flex First team

There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work.

Why this role is on the menu

The Senior Financial Insights Analyst sits at the center of Instacart's Finance organization, with a mandate to identify and close areas of P&L leakage through rigorous financial and transactional data analysis and compelling narratives that drive action. 

The team works through invoice challenges with retailers and serves as experts in the broader Instacart financial ecosystem. Invoicing retailers correctly is a key operational responsibility that impacts financial success and builds trust with retailer partners. 

This is a highly visible, high-impact role for someone who is relentlessly optimistic, eager to learn, and excited about combining deep financial expertise with AI and automation tools. We are looking for a great team member who helps carry the culture and gets things done in a no-ego way.

What you'll cook up in your first year

  • P&L leakage is identified and closed through rigorous analysis of Instacart's financial and transactional data. 
  • AI and automation tools are used to build and maintain alerting capabilities that surface issues in real time.
  • An expert-level understanding of Instacart's marketplace data, reporting capabilities, and invoicing processes is developed and applied. Invoice challenges are diagnosed, retailer partnerships are leveraged to resolve them, and financial outcomes improve as a result.
  • Complex datasets from multiple systems are connected and analyzed using advanced SQL, Excel or Google Sheets, and Python. Findings are synthesized into clear, visually compelling narratives and presented to internal and external stakeholders via Google Slides or PowerPoint.
  • Strong stakeholder relationships are maintained internally and externally. Time is continuously prioritized toward the highest-impact problems, with ambiguous challenges deconstructed into efficient, high-quality approaches to resolution.

The secret ingredients we're looking for

Must-have pantry staples (Minimum Qualifications)

  • 5+ years of experience in Strategic Finance, FP&A, Investment Banking, Private Equity, or Management Consulting supporting commercial deals or growth initiatives in technology, e-commerce, marketplace, logistics, or retail
  • Bachelor’s degree in Finance, Economics, Accounting, Business, or a related quantitative field (or equivalent practical experience)
  • Strong analytical and technical skills; a strong understanding of data and how to structure it to get at the answers we need efficiently
  • Ability to craft compelling narratives and identify the insights that are most impactful in answering the key questions
  • Ability to combine insights into an easy to understand, visually appealing story that helps convince retailers to take action
  • Ability to connect large data sets from multiple systems and establish real-time alerting capabilities
  • Experience with Powerpoint / Google Sides
  • Experience writing advanced SQL queries
  • Ability to deal with ambiguity; the ability to quickly deconstruct a problem into its most important components, have a good sense of where digging deeper will likely yield results, and coming up with an efficient and high quality approach to solving the problem

Optional garnishes (Preferred Qualifications)

  • 2+ years of experience applying AI solutions to a specific business vertical such as e-commerce, FinTech, or two- or three-sided marketplaces
  • Experience with marketplace or retailer/CPG partnerships, multi-sided platform economics, and/or merchant POS data analysis
  • Hands-on collaboration with Sales or Account Management on deal terms and partner economics
  • Experience in Investment Banking or Consulting

#LI-Remote

Instacart provides highly market-competitive compensation and benefits in each location where our employees work. This role is remote and the base pay range for a successful candidate is dependent on their permanent work location. Please review our Flex First remote work policy here. Currently, we are only hiring in the following provinces: Ontario, Alberta, British Columbia, and Nova Scotia.

Offers may vary based on many factors, such as candidate experience and skills required for the role. Additionally, this role is eligible for a new hire equity grant as well as annual refresh grants. Please read more about our benefits offerings here.

For Canadian based candidates, the base pay ranges for a successful candidate are listed below.

CAN$126,000—$133,000 CAD

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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