Lead Analyst Commercial Performance

Smart Circle International; Newport Beach (CA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Home office stipend

Healthcare benefits

Job summary

Smart Circle International seeks a Lead Analyst to translate complex data into actionable insights, forecasts, and financial models that drive growth for client accounts. You will own executive-level performance analysis, stress-test forecasting, and collaborate with business owners to close gaps and maximize profitability.

The role requires 5+ years in analytics/FP&A, expert Excel, and Tableau. Build dashboards, present to senior leadership, and partner with sales leaders on growth

Qualifications

• 5+ years of experience in analytics, financial analysis, FP&A, or related commercial role.
• Bachelor's degree in Finance, Business, Economics, or related field.
• Expert-level Excel skills with strong financial modeling and reporting experience.
• Strong data visualization experience, including dashboards in BI tools; Tableau preferred.
• Strong commercial and financial acumen - understands drivers of sales, profitability and compensation strategy.
• Clear communication to senior leadership.

Responsibilities

• Own performance analysis, forecasting, and commercial reporting for assigned clients and sales organizations.
• Lead performance discussions and present recommendations to senior leadership and cross-functional stakeholders.
• Build and maintain financial models, pro forma P&Ls, incentive structures, and scenario analyses.
• Partner with sales leaders and business owners to improve performance and identify growth opportunities.
• Develop executive-level reporting and KPI dashboards in Excel and Tableau.
• Validate reporting accuracy and financial assumptions, surfacing trends, gaps, and risks early.

Skills

Excel

Forecasting

Data visualization

Communication

FP&A

Education

Bachelor's degree in Finance or related field

Tools

Tableau

Job description

The Lead Analyst turns complex data into performance insights, strategic recommendations, and financial models that drive measurable growth for assigned client accounts. This role owns executive-level performance analysis, pressure-tests forecasting and compensation strategies, and partners directly with business owners to close performance gaps and maximize profitability.

Skills

Strong Microsoft Excel skills are a must for this role, and candidates will complete an Excel assessment in the final stages of the interview process. This helps us find the right fit and gives you a chance to show your skills in action. Areas covered include:

• Lookups (XLOOKUP/INDEX-MATCH) and SUMIFS/COUNTIFS
• Joining/combining data from separate tabs into one clean dataset
• Conditional (IF-based) logic
• Forecasting/scenario modeling in Excel

Compensation

$130,000-150,000/year + bonus potential

Vacancy Status

This is an exciting opportunity to join our team in a key role with immediate availability. Hybrid Schedule: 2 days in office; 3 days work from home

What You’ll Do

• Own performance analysis, forecasting, and commercial reporting for assigned clients and sales organizations
• Lead performance discussions and present recommendations to senior leadership and cross-functional stakeholders
• Build and maintain financial models, pro forma P&Ls, incentive structures, and scenario analyses
• Partner directly with sales leaders and business owners to improve performance and identify growth opportunities
• Develop executive-level reporting and KPI dashboards in Excel and Tableau
• Validate reporting accuracy and financial assumptions, surfacing trends, gaps, and risks early
• Follow company guidelines and best practices for responsible AI use and data security
• Additional responsibilities may be assigned as needed to support team and organizational priorities

What You’ll Bring

• 5+ years of experience in analytics, financial analysis, FP&A, or a related commercial role
• Bachelor's degree in Finance, Business, Economics, or related field
• Expert-level Excel skills, with strong financial modeling and reporting experience
• Strong data visualization experience, including building dashboards from scratch in BI tools; Tableau preferred
• Strong commercial and financial acumen - understands what drives sales performance, profitability, and compensation strategy
• Sharp analytical instincts and comfort working through ambiguous, fast-moving problems
• Confident communicator who can present clearly to senior leadership

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.

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