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Lead Finance BI Architect



IT, Accounting & Finance
San Francisco, CA, USA
Posted on Wednesday, May 8, 2024

Lead Finance BI Architect

ID 2024-24292
US-CA-San Francisco
Position Type

Company Overview

Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign’s Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM).

What you'll do

The Position
The Finance Lead BI Architect will lead the design, implementation, and evolution of new data insight capabilities aligned with Docusign’s Executive Leadership vision, supporting the Finance organization in making data driven decisions. They will create interactive analytics dashboards, and data sets across a variety of departments and initiatives to turn data into information, information into knowledge and knowledge into wisdom.

To accomplish this, they will have significant experiences working with underlying finance data structures, including database management systems, and the many technologies, tools, processes, and controls necessary to use the enterprise data assets. They will leverage these past experiences supporting similar Finance business transformation efforts at scale, communicating clearly all objectives, strategies and results cross-functionally across their teams and partners. Successful delivery of this work will elevate data analytics expertise across the Finance organization, and Business Transformation teams.

This position is an individual contributor role reporting to the Sr. Manager, Business Transformation.


  • Develop and implement Finance data strategies and data driven insights for a SaaS company across Finance’s Customer lifecycle, Quote to Cash, Revenue, and Forecasting space
  • Recommend, develop, and use KPI, Business performance data, industry trends,and customer information to develop analytical tools, reports, and models across Finance organizations (FP&A, Revenue, Accounting) to inform and support decision-making.
  • Architect and design comprehensive data-focused solutions that meet business requirements in support of priorities
    Regularly mine data from large SQL databases and different sources
  • Build conceptual logical and physical data models with facts and dimensions, aggregating in Snowflake
  • Design and mock up new dashboards to monitor performance metrics; maintain existing dashboards for accuracy and incorporate changes in the business
  • Consult with partners to understand business models, objectives, issues, and challenges in order to architect and design solutions that meet the requirements of the business end users
  • Participate actively in the development of Finance Business Transformation standard processes
  • Develop standards and data collection processes, data prep processes, to support robust analytics and reporting data pipelines
  • Build statistical methods, modeling, analytical methodologies to support business.
  • Enforce and maintain standardized definition of Finance KPIs in the evolving business model
  • Build a strong relationship with data engineering to understand data availability, accuracy, and consistency; comfortable providing specifications for data tracking and data warehouse needs
  • Operate cross functionally in order to collaborate with end users, finance process SMEs, IT, Sales, and engineering organizations
  • Understand, analyze, and connect complex datasets from various sources, while leveraging Snowflake, to extract meaningful insights

Job Designation

Remote: Employee is not required to be in or near an office frequently and works from a designated remote work location for the majority of the time.

Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law.

What you bring


  • Bachelor's degree in related field or Masters degree in related focus
  • 12+ years of analytical experience and working with large finance data sets
  • Experience in data architecture, data modeling, designing and data analysis with conceptual, logical, and physical modeling for OLAP and Snowflake data warehousing
  • Experience in building Data and analytics visual dashboards for Finance organizations


  • CPA certification
  • Comprehensive and deep expertise in the Quote to Cash, Revenue, FP&A, and Accounting process areas for a Saas Company
  • Functional and technical expertise in Oracle Fusion Cloud, SalesForce, Revpro
  • Strong background understanding of corporate finance
  • Experience as a Business and Data analyst in the following areas: finance, accounting, QTC and non-QTC
  • Exposure to Statistics, Econometrics, and Data Science concepts and tools
  • Experience in building Data and analytics stories with visual dashboards
  • Experience in Normalization of OLTP an denormalization of entities for Snowflake Data warehousing
  • Experience ins data governance and master data management
  • Extensive Experience in SQL, PL/SQL packages, functions, stored procedures, triggers
  • Experience in BI/DW solutions (ETL, Data mart, OLAP) and BI reporting tools like Tableau
  • Comfortable working with Microsoft and Google suite of products
    Strong communication skills and ability to work collaboratively with cross-functional teams

Wage Transparency

Based on applicable legislation, the below details pay ranges in the following locations:

California: $130,500 - $208,050 base salary

Illinois and Colorado: $123,700 - $174,700 base salary

Washington and New York (including NYC metro area): 123,700 - $184,275 base salary

This role is also eligible for bonus, equity and benefits.

Global benefits provide options for the following:

  • Paid Time Off: earned time off, as well as paid company holidays based on region
  • Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
  • Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
  • Retirement Plans: select retirement and pension programs with potential for employer contributions
  • Learning and Development: options for coaching, online courses and education reimbursements
  • Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events

Life at DocuSign

Working here

Docusign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what’s right, every day. At Docusign, everything is equal.

We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you’ll be loved by us, our customers, and the world in which we live.


Docusign is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need such an accommodation, or a religious accommodation, during the application process, please contact us at [email protected].

If you experience any issues, concerns, or technical difficulties during the application process please get in touch with our Talent organization at [email protected] for assistance.

Applicant and Candidate Privacy Notice

States Not Eligible for Employment

This position is not eligible for employment in the following states: Alaska, Hawaii, Maine, Mississippi, North Dakota, South Dakota, Vermont, West Virginia and Wyoming.

EEO Statement

It's important to us that we build a talented team that is as diverse as our customers and where all employees feel a deep sense of belonging and thrive. We encourage great talent who bring a range of perspectives to apply for our open positions. Docusign is an Equal Opportunity Employer and makes hiring decisions based on experience, skill, aptitude and a can-do approach. We will not discriminate based on race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, or any other legally protected category.

EEO Know Your Rights poster


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