Lead Finance Analyst

Overview

This role involves providing strategic financial and analytical support to a partner-driven sales organization. The work partners closely with sales, strategy, product, and finance stakeholders to deliver insights that inform key business decisions.

The position supports partner sales channels, including renewals and migrations from legacy to growth products, while driving forecasting, performance tracking, and strategic analysis.

Work Location

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

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 activities 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, providing forward-looking insights and supporting key business discussions.

Qualifications

Minimum

• 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

• 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 (location-based)

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location.

• $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

The employer offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance physical, mental, emotional, and financial wellbeing. Additional information about bonus structure (short-term incentives, long-term incentives and/or sales compensation) is available during the selection process.

Background Screening & Equal Employment Opportunity

• If selected, employment may include a background screen depending on position requirements (which may include checks for criminal records and/or motor vehicle reports and/or drug screening).
• Equal employment opportunity is provided to all persons regardless of protected status.

Disclaimer

The responsibilities described indicate the general nature and level of work performed by employees within this classification and are not intended to be a comprehensive inventory of all duties. Job duties and responsibilities may change based on evolving business needs and conditions.