Senior Financial Insights Analyst

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.

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.

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 Slides
• 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