Lead Analyst, Finance

Overview

This role supports Sales Operations and Finance through advanced reporting, data analysis, and quota and target management. The position requires strong analytical capability, advanced technical skills, and the ability to independently resolve complex operational problems while partnering closely with Sales, Marketing, and IT teams.

Responsibilities

• Develop, maintain, and deliver recurring and ad hoc sales performance, quota, and target reports for sales leadership using advanced Excel, Power BI, and SQL.
• Manage quota and sales target processes, including baseline creation, updates due to realignments, historical tracking, and leading of the annual quota planning cycle.
• Ensure accuracy, consistency, and timeliness of reporting and data used for sales performance reviews, leadership presentations, and planning activities.
• Contribute to process improvement initiatives by identifying efficiencies, streamlining reporting, and improving data accessibility and reliability.
• Perform additional duties and tasks as needed based on business requirements, at the manager’s discretion.

Requirements

• Bachelor’s Degree preferably in Business Administration or Information Systems, or equivalent; certifications preferred.
• 5 years of relevant experience in analytics, reporting, business planning, finance, sales operations, or related fields.
• 3 years in Power BI and SQL for querying, transforming, and visualizing data.

Preferred Qualifications

• Experience with quota management, target setting, planning processes, and performance analytics.
• Advanced Microsoft Office skills, including proficiency in Microsoft Excel with complex formulas, pivot tables, and data modeling.
• Strong analytical and problem-solving skills with the ability to work independently and manage multiple priorities.
• Excellent communication skills with the ability to collaborate effectively across teams and clearly explain data and solutions.
• Proven team player with a proactive, solutions-oriented mindset.

Compensation & Benefits

• Annual salary range: $94,667 to $148,763 (actual compensation may vary based on geographic location, work experience, education, and skill level).
• Competitive compensation
• Excellent healthcare including medical, dental, vision, and prescription coverage
• Short & long term disability plus life insurance (cost paid fully by the employer)
• Retirement Savings Plan (401K): dollar-for-dollar match, with the potential for up to 7% per pay period
• Employee Stock Purchase Plan (discounted stock purchases)
• Tuition assistance for undergraduate and graduate level courses

Location

Remote position. No visa sponsorship. No relocation.

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