Associate Manager - Sales Finance & Analytics (40964)

Smart Circle Intl; Newport Beach, Northern (CA, KY); Hybrid; USD 140,000 - 160,000; Full time

Benefits offered by this job

Vacation & Sick Leave

Medical + HSA plan

Dental & Vision coverage

401K with company match

Home office stipend

Job summary

Smart Circle International is seeking an Associate Manager in Newport Beach to partner directly with C-suite and executives. You will turn complex data into sharp performance insights, financial models, and strategic recommendations driving growth for assigned client accounts.

You will own executive-level performance analysis, forecast stress-testing, and incentive design, collaborating with business owners to close performance gaps and maximize profitability.

Qualifications

• 5+ years in analytics, FP&A, or related strategic role.
• Bachelor's degree in Finance, Business, Economics, or related field.
• Advanced Excel; Tableau or BI tools experience; comfortable presenting to executives.

Responsibilities

• Partner with C-suite and executives, informing decisions in real time.
• Own commercial strategy analysis across sales, profitability, forecasting, and compensation design.
• Build and maintain complex financial models, pro forma P&Ls, incentive structures, scenario analyses.
• Weigh trade-offs, risk, and resource allocation with sales leaders and owners.
• Develop executive-level reporting and KPI dashboards (Excel/Tableau) for live leadership discussions.
• Stress-test assumptions and forecasts early to surface issues.

Skills

Advanced Excel

Tableau

Financial modeling

FP&A

Executive communication

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

Tableau

Job description

Job Details

Job Location: Smart Circle International - Newport Beach - Newport Beach, CA 92660, Position Type: Full Time, Education Level: 4 Year Degree, Salary Range: $140,000.00 - $160,000.00 Salary/year, Travel Percentage: Negligible, Job Category: Analytics

The Associate Manager is a strategic partner embedded directly in C‑suite and executive decision‑making, not a reporting function that hands off analysis for others to act on. This role turns complex data into sharp performance insights, financial models, and strategic recommendations that drive measurable growth for assigned client accounts.

As a leader within the Analytics Department, you'll own executive-level performance analysis, pressure‑test forecasting and compensation strategies, and work directly with business owners to close performance gaps and maximize profitability. You'll move quickly, challenge assumptions, and influence high‑impact decisions as they're being made.

The ideal candidate is exceptionally strong in Excel, highly analytical, and energized by fast‑paced, high‑accountability environments – someone who navigates ambiguity with confidence and leads through complex market dynamics with clarity and precision.

What You'll Do

• Partner directly with C‑suite and executive leadership, informing decisions in real time
• Own commercial strategy analysis across sales performance, profitability, forecasting, and compensation design
• Build and maintain complex financial models, pro forma P&Ls, incentive structures, and scenario analyses
• Weigh in on trade‑offs, risk, and resource allocation alongside sales leaders and business owners
• Develop executive‑level reporting and KPI dashboards (Excel/Tableau) used in live leadership discussions
• Stress‑test assumptions and forecasts early, surfacing issues while there's still time to act
• Bring a well‑supported, sometimes contrarian point of view when the data tells a different story

What You Bring

• 5+ years of experience in analytics, financial modeling, FP&A, or a related strategic/commercial role
• Bachelor's degree in Finance, Business, Economics, or related field (or equivalent experience)
• Advanced Excel skills required; experience with Tableau or similar BI tools strongly preferred
• Experience presenting to or influencing senior leadership/executives
• Strong financial modeling background (P&Ls, forecasting, incentive/compensation structures)
• Comfort operating with incomplete information and shifting priorities
• A confident communicator who can hold their own in high‑stakes conversations

Smart Circle International is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in‑person marketing and sales campaigns inside retailers, businesses and through door‑to‑door canvassing. Smart Circle operates from two locations: our headquarters in Newport Beach, California, and an office in Toronto, Ontario. Visit smartcircle.com to learn more!

Why You’ll Love It Here

Smart Circle is committed to cultivating an environment that sparks curiosity, encourages bold thinking, and supports continuous development. We believe people thrive when they’re in roles that align with their strengths and ambitions, so we make space for individuals to stretch and explore new possibilities. Your next move matters so if you're looking for a place where ambition is celebrated and growth is tangible, Smart Circle may be the place for you!

Total Rewards

Full‑time positions qualify for a benefits package that includes vacation, sick leave, paid holidays, medical (with an HSA plan option), dental, vision and company paid Basic Life insurance, opportunity to enroll in Voluntary Life plans, Employee Assistance Program, 401K with employer match, employee referral program, home office stipend and opportunities for team building, growth, and development. Team members have on‑demand access to an LMS with a variety of courses to further their professional and personal development.

Equal Opportunity Employer

We are an Equal Opportunity Employer, committed to building a workplace where every individual is valued, respected, and empowered to grow, regardless of background or identity.

We recruit, hire, evaluate, and promote based on talent and potential, without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. Discrimination or harassment of any kind has no place here, and we expect every team member to uphold a culture of dignity and respect.

In accordance with applicable law, the compensation range listed within this job posting reflects our good faith estimate of the expected salary for this role at the time of posting. Final compensation will be determined based on a variety of non‑discriminatory factors, including a candidate’s qualifications, skills, and experience.