Senior Analyst, Enterprise Performance

AFS•Exton, PA

About The Position

The Senior Analyst, Enterprise Performance designs and owns AFS’s performance measurement framework. This role partners with the ELT to define what should be measured across all areas of the business, builds the systems that capture it, and delivers the intelligence that helps the CEO and ELT make faster decisions, identify problems early, and allocate investment toward the highest-value opportunities. The person in this seat partners with the ELT to determine what should be measured across commercial, delivery, product, engineering, and people functions, builds the framework to capture it, and connects it into a coherent picture of organizational health. They advise ELT members on what the data means, help leaders build accountability structures, and surface where the business needs to invest or intervene. The goal is straightforward: better decisions that serve customers better and increase enterprise value.

Requirements

10+ years of progressive experience in business intelligence, performance analytics, or a related analytical function in a SaaS or technology-enabled business (banking software or fintech strongly preferred) — with a track record that demonstrates genuine mastery, not just tenure
Demonstrated ability to design enterprise KPI frameworks and performance measurement systems across multiple business areas
Strong technical mastery in BI and reporting tools — Power BI required; SQL and data modeling experience expected
Experience writing reports and building dashboards in CRM and operational systems — Salesforce experience required
Proven ability to translate complex analytical findings into clear, executive-level narratives and action-oriented recommendations
Proven track record of advising senior leaders and influencing decisions at the executive level — someone who has been trusted with consequential analysis, not just produced reports for others to interpret
Hands-on familiarity with AI tools as a productivity multiplier for analytical work
Comfort operating in a PE-backed environment with high expectations for accuracy, pace, and accountability

Responsibilities

Designing and maintaining the company-wide KPI framework — defining what matters, how it is measured, and how it connects to business outcomes across all areas of the company
Delivering executive and board-level performance reporting that surfaces insight, not just data
Providing forward-looking analysis that identifies performance risks, gaps, and opportunities before they surface as problems
Advising ELT members on performance trends in their functions and helping frame action plans in response
Supporting revenue analytics: pipeline, funnel conversion, commission calculation, and quota tracking in partnership with Finance and the CRO
Tracking organizational health across all areas of the business — eNPS, functional scorecards, engineering delivery velocity, and operational performance — and identifying where teams need support or investment
Design and maintain functional scorecards for each ELT member's domain — the metrics that define what strong performance looks like in their function and how it is tracked over time
Own eNPS program design and analysis in partnership with People leadership, ensuring employee sentiment data informs leadership decisions
Track engineering delivery velocity, product release cadence, and technology operational metrics as inputs to the enterprise performance picture
Identify where functions are performing well, where they need investment or intervention, and present that analysis clearly and directly to the CBIO and relevant ELT members
Determine what should be measured across all areas of the business of AFS — commercial, delivery, product, engineering, operations, and people — based on what drives business outcomes, not what is easiest to track
Define, document, and maintain metric standards: clear definitions, consistent methodology, and agreed governance so that every number the ELT sees means the same thing to everyone in the room
Build and evolve the performance measurement framework as AFS scales, adding or retiring metrics as the business changes
Establish the operating cadence for performance reviews — monthly business reviews, board reporting cycles, and functional check-ins — and ensure the data that feeds them is accurate and current
Produce the executive performance reporting package used by the CEO, CBIO, and ELT in monthly business reviews and board meetings
Design and maintain a single, integrated performance view across all areas of the business — a live operational picture tied directly to business outcomes and investment tradeoffs
Ensure every report answers the question the ELT actually needs answered: not just what happened, but why it happened, what it signals, and what should be done about it
Partner with the CFO on board-level financial and operational reporting to ensure alignment between business performance and financial narrative
Analyze performance trends across functions to identify the drivers behind results — why implementation timelines are slipping, why a renewal rate is declining, where engineering velocity is constrained
Develop forward-looking analysis that flags emerging risks and gaps before they become full problems, giving leadership the lead time to act
Advise ELT members on what their performance data means and help them frame concrete, data-backed action plans in response
Surface cross-functional patterns that individual functional leaders cannot see from within their own data — connecting the dots across commercial, delivery, product, and operational performance
Own pipeline reporting, stage analysis, and funnel conversion metrics from first marketing engagement through close, in partnership with the CRO and commercial team
Support commission calculation and quota tracking in partnership with Finance — ensuring accuracy and transparency in how commercial performance is measured and rewarded
Provide the analytical layer for revenue forecasting: not owning the forecast, but ensuring the data behind it is clean, consistent, and correctly interpreted
Build funnel visibility that connects marketing, sales, and customer success data into a single commercial performance picture
Stand up and maintain the reporting and analytics infrastructure required to run this function — building dashboards, writing reports in Salesforce and other systems, and deploying BI tooling to make intelligence accessible across the organization
Leverage AI tools to scale the analytical capacity of what is an IC function — automating data pulls, accelerating synthesis, and expanding the volume of insight that can be produced without adding headcount
Ensure data integrity across source systems by working with IT, Engineering, and functional owners to identify and resolve quality issues
Partner with the Senior Analyst, Market & Customer Intelligence to ensure internal and external performance data are connected where relevant