Finance infrastructure and BI automation for data-intensive SaaS companies
LevelUp Finance builds finance infrastructure and business intelligence solutions for growth companies, with deep expertise in SaaS metrics (ARR analytics and refactoring) and PowerBI implementations. The tech stack—Snowflake, BigQuery, SQL, Python, plus Anaplan and PowerBI—reflects a data engineering-heavy operation. Hiring is concentrated in senior data roles, signaling they're scaling data pipelines and modeling capabilities to handle the complex, large-scale datasets their customers rely on.
LevelUp Finance provides finance infrastructure, transaction preparation, and business intelligence solutions for mid-market growth companies. The core offering centers on automated financial reporting, ARR analytics (particularly for SaaS), and the transformation of legacy reporting into dynamic PowerBI dashboards. The company also delivers financial modeling, consolidated budget management, rolling forecasts, KPI development, and board-level visuals. Founded in 2020 and based in San Francisco, LevelUp operates across 201–500 employees and targets data-intensive organizations seeking to move away from manual, legacy finance processes.
Snowflake, BigQuery, SQL, Python, Power BI, Anaplan, Tableau, Salesforce, HubSpot, NetSuite, and Looker. The stack is heavily weighted toward cloud data warehousing and business intelligence tools.
Core projects include data pipelines for KPI reporting and dashboards, financial and strategic modeling, forecasting models, scalable data architecture design, and CRM data transformation for ARR reporting.
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