Lead Analyst (40055)
About The Position
The Lead Analyst serves as a strategic consultant to Sales leadership, clients, and executives by translating complex performance data into clear narratives that optimize growth, profitability, and market performance. Success in this position requires high intellectual rigor and curiosity, advanced Excel skills, and the ability to influence decisions through clear, defensible analysis and insight synthesis. The person in this role will be a valued leader within the greater Analytics Department (The A Team) – an impressive, business-facing group of analysts who influence high-stakes decisions in an environment that offers meaningful career progression.
Requirements
- 5+ years of experience in data analytics supporting Sales teams, franchise models, or distributed business environments
- Proven ability to communicate insights clearly and confidently, including presenting to internal and external executive (C-suite) stakeholders
- Advanced proficiency in Microsoft Excel, with experience aggregating, validating, and analyzing large, complex datasets
- Advanced proficiency in Tableau, including calculated fields and Level of Detail (LOD) expressions
- Strong skills in financial modeling, forecasting, and operational analysis
- Ability to navigate ambiguity, prioritize effectively, and drive clarity in complex, deadline environments
- Bachelor’s degree in Finance, Economics, Business, or a related field
Responsibilities
- Drive commercial strategy for assigned accounts through deep-dive sales and financial analyses, acting as the primary source of truth to Sales Teams, Senior Client Stakeholders, and Executives
- Leverage advanced Microsoft Excel capabilities to aggregate, transform, and analyze large datasets
- Build financial models, including pro forma P&Ls, incentive structures, and scenario analyses
- Lead Sales performance reporting by managing and validating large, complex datasets to ensure accurate, consistent KPIs, pipeline health, conversion, churn, and quota attainment
- Build interactive dashboards in Tableau to visualize performance for use in consulting with and enabling Sales Representatives to identify market opportunities that maximize profitability and earnings potential
- Develop ad hoc reports as requested by leadership
- Additional responsibilities may be assigned as needed to support team and organizational priorities
Benefits
- vacation
- sick leave
- paid holidays
- medical (with an HSA plan option)
- dental
- vision
- company paid Basic Life insurance
- opportunity to enroll in Voluntary Life plans
- Employee Assistance Program
- 401K with employer match
- employee referral program
- home office stipend
- opportunities for team building, growth, and development
- on-demand access to an LMS with a variety of courses
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
101-250 employees
