Lead Analyst (39899)

Join The A Team – a high-impact analytics group where ambitious analysts operate like business owners, influence high-stakes decisions, and earn accelerated advancement through performance. 
 
The Lead Analyst serves as a strategic partner to senior leadership, clients, and independent sales offices, translating complex performance data into clear narratives, actionable recommendations, and financial insights that drive growth, profitability, and field performance. 
 
This role goes beyond reporting. The Lead Analyst owns executive-level performance reviews, builds and pressure-tests financial models that shape forecasting and compensation strategy, and leads data-driven problem solving with sales leaders to improve campaign profitability.
 
Success in this role requires strong business judgement, executive presence, intellectual curiosity, and the ability to influence decisions through clear, defensible analysis.

The Basics:  

• Location: HQ Office - Newport Beach, CA (Hybrid, 2-3 days onsite)

• Compensation: $130,000-$160,000/year, commensurate with experience bonus potential

  • In accordance with applicable law, the compensation range listed above 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.

• Travel: Up to 5%  

What You’ll Do:  

• Serve as the primary contact for assigned accounts/campaigns, delivering sales analysis, financial reporting, and performance diagnostics to identify growth opportunities and improve profitability  

• Interface directly with independent sales representatives to analyze performance, optimize compensation structures, and identify strategies to maximize their earnings and business growth  

• Build and maintain financial models, including pro forma P&Ls, incentive structures, and scenario analyses to support forecasting and strategic planning  

• Conduct deep-dive sales and financial analysis to uncover trends, assess risks, and guide commercial strategy  

• Develop and maintain interactive dashboards in Tableau and Excel to visualize KPIs and support real-time decision-making  

• Validate and manage large, complex datasets to ensure accuracy, consistency, and integrity across all reporting deliverables  

• Present insights and strategic recommendations to senior leadership, clients, and cross-functional teams in a clear, actionable format  

• Lead and collaborate on continuous improvement and process optimization efforts  

• Provide ad hoc analysis and support special projects as needed, contributing to broader FP&A initiatives  

• Additional responsibilities may be assigned as needed to support team and organizational priorities 

What You’ll Bring:  

• 4–6 years of experience in sales analytics, business intelligence, FP&A or a related field  

• Experience working with or supporting sales teams, franchise models, or distributed business units 

• Advanced proficiency in Tableau (including calculated fields and LOD expressions) and Excel  

• Strong analytical skills with experience validating, troubleshooting, and interpreting large, complex datasets  

• Skilled in financial modeling, forecasting, and operational analysis to support decision-making  

• Confident communicator, with experience presenting to executive and C-suite audiences  

• Demonstrated ability to lead complex, cross-functional projects and deliver under tight deadlines  

• Experience in process optimization, and continuous improvement  

• Comfortable navigating ambiguity and driving clarity in complex environments  

• Bachelor’s degree in Finance, Economics, Business, or a related field 

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:  

Smart Circle is 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. 

DISCLOSURE TO JOB APPLICANTS PURSUANT TO THE CALIFORNIA CONSUMER PRIVACY ACT  

As part of your job application and our evaluation of your candidacy, we collect, receive, maintain, and use your personal information, which as used herein, means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with you or your household. The following is the personal information we may collect as part of the application process:  

• Personal contact details, such as name, title, address, telephone number, and email address; and  
• Application information, such as your qualifications, skills, education, references, and other information that may be in your resume, cover letter, and materials you provide to us when applying for employment.  

We collect your personal information to evaluate your job application and candidacy for employment, to check your eligibility to work in the country in which you have applied, for background checks, and to comply with employment and other laws. If you become employed by us, we will notify you of additional categories of personal information that we collect, receive, and maintain for business purposes.

Salary : $130,000 - $160,000