Analyst

This role serves as a strategic analytics partner to Sales leadership and cross-functional teams, translating performance data into clear, actionable insights that support growth, profitability, and market performance. Ideal for an early-career professional with strong analytical curiosity and a desire to develop business acumen.

You’ll work closely with senior team members to build analyses, support decision-making, and communicate insights that influence key initiatives as part of the Analytics Department (“The A Team”)—a highly visible, business-facing group that partners with leadership on high-impact decisions and offers strong opportunities for learning and career progression.

About the role

• Location: HQ office in Newport Beach, CA
• Hybrid: 2 days on site
• Travel: Up to 5%

Responsibilities

• Analyze sales and financial performance to identify trends and opportunities for improvement
• Partner with field and sales reps to clarify KPIs, commissions, and profitability metrics
• Prepare and maintain dashboards, reports, and performance summaries for both internal and field audiences
• Support financial modeling, forecasting, and incentive structure analysis
• Gather, validate, and organize data from multiple sources to ensure reporting accuracy and consistency
• Maintain Tableau and Excel dashboards that track key business and field metrics
• Contribute to ad hoc analyses, special projects, and continuous improvement initiatives across Analytics and Finance
• Assist in preparing insights and materials for leadership and field presentations
• Additional responsibilities may be assigned as needed to support team and organizational priorities

Requirements

• 2–3 years of experience in sales analytics, FP&A, or a related field
• Proficiency in Microsoft Excel (e.g., pivot tables, lookups, data manipulation)
• Experience with Tableau or similar visualization tools (basic calculated fields; LOD experience is a plus)
• Strong analytical and problem-solving skills with attention to detail
• Foundational knowledge of financial modeling, forecasting, or business analysis
• Ability to communicate insights clearly to varying audiences
• Experience working with large datasets and ensuring data integrity
• Strong organizational skills and ability to manage competing priorities
• Eagerness to learn, ask questions, and grow in a fast-changing environment
• Bachelor’s degree in Finance, Economics, Business, or a related field

Pay

$100,000–$110,000/year, commensurate with experience.

Benefits

• Vacation, sick leave, and paid holidays
• Medical (with an HSA plan option), dental, and vision insurance
• 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
• On-demand access to an LMS with courses for professional and personal development
• Opportunities for team building, growth, and development