Lead Finance Analyst

Overview

This role supports the financial and strategic direction of a partner-driven sales organization. You will partner closely with sales, strategy, product, and finance stakeholders to deliver insights that inform key business decisions.

The position is well-suited for an analytical finance professional who thrives in a fast-paced, evolving environment. Responsibilities include supporting partner sales channels, including renewals and migrations from legacy to growth products, while driving forecasting, performance tracking, and strategic analysis that influence investment decisions, operational priorities, and long-term growth strategies.

Responsibilities

• Provide strategic financial and analytical support to partner sales and cross-functional stakeholders to enable insight-driven decision making.
• Develop and evaluate business cases, ROI analyses, financial models, and scenario planning to support strategic initiatives.
• Own forecasting, budgeting, and long-range planning aligned to partner-driven revenue streams.
• Analyze performance across revenue, margin, productivity, and execution metrics; translate findings into actionable insights.
• Design and maintain KPIs, scorecards, and performance tracking frameworks to measure business success.
• Partner cross-functionally with revenue operations, sales, product, and finance teams to align insights with business priorities.
• Support monthly close processes and reporting, ensuring accuracy and clarity of financial results.
• Identify risks and opportunities across the business and proactively recommend actions.
• Produce executive-ready reporting and presentations that synthesize complex data into clear recommendations.
• Lead and support special projects related to operational excellence, transformation initiatives, and partner strategy.
• Continuously enhance reporting tools, processes, and analytical frameworks to improve efficiency and impact.
• Serve as a thought partner to leadership by providing forward-looking insights and supporting key business discussions.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field, or equivalent experience.
• 5+ years of experience in financial analysis, FP&A, or a related strategic finance role.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced Excel skills with the ability to synthesize data from multiple sources.
• Experience supporting revenue forecasting, budgeting, and performance analysis.
• Ability to communicate complex insights clearly and effectively to senior stakeholders.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work through ambiguity and influence cross-functional stakeholders.

Preferred Qualifications

• Experience supporting partner, sales, go-to-market, or strategy organizations.
• Background in technology, telecommunications, or related industries.
• Experience with KPI development, performance management, and executive reporting.
• Familiarity with SAP, SAC, Salesforce, or similar enterprise financial and data systems.
• Exposure to dashboarding or reporting tools (e.g., Power BI).
• Strong collaboration skills with the ability to influence without direct authority.
• Interest or exposure to emerging analytical tools, including AI-enabled capabilities.

Compensation & Benefits

• Base salary ranges (location-based):
  • $84,629 - $112,838 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY
  • $88,860 - $118,480 in these states: CO HI MI MN NC NH NV OR RI
  • $93,092 - $124,122 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA
• Comprehensive benefits package including a broad range of Health, Life, Voluntary Lifestyle benefits, and other perks supporting physical, mental, emotional, and financial wellbeing.
• Bonus structure may include short-term incentives, long-term incentives and/or sales compensation (details shared during the selection process).

Location

Fully remote position open to candidates based anywhere in the U.S.

Screening & Equal Opportunity

If selected, background screening may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on position requirements, evaluated on a case-by-case basis.

Equal Employment Opportunity is provided regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status.

Additional Notes

• Job responsibilities described are not intended to be a comprehensive inventory of all duties and may change based on business needs.
• In materials submitted, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation.
• The recruitment process does not require any payment from job applicants.