Analyst, Performance and Operations Analytics

Remote; San Francisco (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

CFGI is seeking a highly analytical Analyst to support the operations of the business. This role focuses on analyzing performance across financial, operational, and organizational dimensions, developing actionable insights, and reporting to leadership.

The Analyst will work closely with senior leaders to measure progress against strategic objectives, identify opportunities for improvement, and support the execution of initiatives that drive growth, profitability, and operational excellence.

Qualifications

• 2–4 years of experience in consulting, business analytics, corporate strategy, FP&A, operational excellence, or performance management.

Responsibilities

• Analyze business performance across financial, operational, commercial, and organizational dimensions.
• Develop and maintain dashboards, scorecards, and reporting tools that provide visibility into business and initiative performance.
• Conduct detailed analyses of revenue, profitability, productivity, utilization, customer, and operational metrics to generate actionable insights.
• Aggregate and synthesize data from multiple sources to support executive decision-making and business reviews.
• Prepare executive-level reports, presentations, and performance summaries for leadership meetings and operating reviews.
• Support forecasting, scenario analysis, and business planning efforts through quantitative analysis and modeling.
• Support special projects, strategic initiatives, and ad hoc analyses requested by executive leadership.

Skills

Analytical thinking

Communicating insights

Multi-dimensional analysis

Education

Bachelor's degree in Business, Finance, Economics, Accounting, Engineering, Mathematics, Statistics, Data Analytics, or related field

Tools

Excel

PowerPoint

Power BI

Tableau

Alteryx

Job description

Analyst, Performance and Operations Analytics

Company Description

CFGI is a leading global accounting and business advisory firm that partners with CFOs, private equity sponsors, and management teams to solve complex business, finance, accounting, and operational challenges. Founded in 2001, CFGI has grown to more than 30 offices globally and employs over 1,400 former Big Four professionals across a broad range of advisory disciplines. Backed by The Carlyle Group and CVC Capital Partners, CFGI combines deep technical expertise with a hands-on, execution-focused approach to helping clients drive performance improvement, transformation, and sustainable value creation. CFGI is known for operating as an extension of its clients' management teams, delivering practical solutions and measurable business outcomes.

Position Summary

CFGI is seeking a highly analytical and results-oriented Analyst to support the operations of the business. This role will focus on analyzing business performance across multiple dimensions, developing actionable insights, tracking key initiatives, and supporting executive leadership with data-driven reporting and recommendations.

The Analyst will work closely with senior leaders to measure progress against strategic objectives, identify opportunities for improvement, and support the execution of initiatives that drive growth, profitability, and operational excellence.

What you might expect

• Analyze business performance across financial, operational, commercial, and organizational dimensions.

• Develop and maintain dashboards, scorecards, and reporting tools that provide visibility into business and initiative performance.

• Conduct detailed analyses of revenue, profitability, productivity, utilization, customer, and operational metrics to generate actionable insights.

• Aggregate and synthesize data from multiple sources to support executive decision-making and business reviews.

• Prepare executive-level reports, presentations, and performance summaries for leadership meetings and operating reviews.

• Support forecasting, scenario analysis, and business planning efforts through quantitative analysis and modeling.

• Support special projects, strategic initiatives, and ad hoc analyses requested by executive leadership.

What you must have

• 2–4 years of experience in consulting, business analytics, corporate strategy, FP&A, operational excellence, or performance management.

What sets you apart

• Experience analyzing performance across multiple dimensions, including financial, operational, customer, and organizational metrics.

• Strong analytical and structured problem-solving skills with the ability to translate data into meaningful business insights.

• Advanced proficiency in Excel and PowerPoint, including financial modeling, data analysis, and executive presentation development.

• Ability to work with large data sets and communicate findings clearly to both technical and non-technical audiences.

• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

Nice to have

• Bachelor's degree in Business, Finance, Economics, Accounting, Engineering, Mathematics, Statistics, Data Analytics, or a related field.

• Experience with business intelligence and visualization tools such as Power BI, Tableau, Alteryx, or similar platforms.

Who thrives here

• Highly analytical and results-oriented professionals.

• Individuals who can translate data into meaningful business insights.

• Professionals who can communicate clearly with both technical and non-technical audiences.

• Individuals who can manage multiple priorities effectively in a fast-paced environment.

• Professionals who are comfortable working closely with senior leaders and supporting strategic initiatives.