Lead Reporting & Forecasting Analyst

About The Role

In this opportunity as a Lead Reporting & Forecasting Analyst, you will:

• Serve as an ambassador for sales results and forecasting, driving a collaborative relationship with Revenue Operations to help deliver on our revenue goals.
• Develop domain expertise in Sales data to support forecasting and sales performance processes.
• Partner with the Business Systems team and use Alteryx, Tableau and Power BI to aggregate and synthesize disparate data sets and build reliable data lakes supporting Revenue Operations and the TR Sales Organization.
• Partner with the Systems Finance team to enhance and streamline source-system data.
• Use internal data (Territories, Quota, Sales) to provide best-in-class reporting to sales teams.
• Provide product-level analytics and reporting, tracking product performance, adoption and revenue trends across the portfolio to support product and commercial teams.
• Create executive-level reporting that is digestible, to the point and visually appealing.
• Develop and support enhanced monthly reporting, KPIs and insights as defined by business needs.
• Define, build and maintain KPI dashboards and scorecards that track sales performance against targets and surface leading indicators for leadership.
• Partner with stakeholders to operationalize sales performance and forecasting processes.
• Build strong relationships with Revenue Operations, DSIG Finance, Systems Finance, and Sales teams to drive collaboration and results.
• Analyze data and metrics to tell a story that drives sales insights and action and communicate results to key segment leadership.
• Conduct deep dives to identify trends, risks, and areas for improvement; lead significant projects and drive process improvement.
• Prepare and validate actuals restatements to keep historical sales.
• Support pipeline target setting processes by providing validated segment data to the Manager and Sales leadership.
• Use AI tools such as Claude and Copilot to accelerate report production, synthesize data across sources, and draft narrative insights for leadership.

About You

You're a fit for the role of Lead Reporting & Forecasting Analyst if your background includes:

• 4-year college degree in Finance or Accounting required.
• 5+ years of experience in a Finance role.
• Experience supporting a high-performing sales organization.
• Experience evaluating customer data and trends to identify opportunities.

Skills

• Proactive and organized, with the ability to multitask and manage competing priorities in a dynamic environment.
• Superior diagnostic, problem-solving, and communication skills.
• Proven ability to build relationships with and influence at all levels of the organization.
• Strong experience with data, CRM data and sales information.
• Strong Excel and PowerPoint skills; advanced Alteryx, Tableau, Power BI and SAP preferred.
• Self-starter able to work autonomously and influence leaders within a complex, matrix organization.
• Cross-functional project management across complex workstreams, stakeholders and deliverables.
• Familiarity with accounting and financial reporting; flexible with working hours to support business demands.
• Demonstrate adoption of the TR Mindsets and Behaviors.
• Practical experience using AI tools such as Copilot or Claude to automate reporting or analysis, not just familiarity with them.

Benefits

• Hybrid Work Model: Flexible hybrid working environment for office-based roles.
• Flexibility & Work-Life Balance: Flex My Way policies, including work from anywhere for up to 8 weeks per year.
• Career Development and Growth: Culture of continuous learning and skill development with Grow My Way programming.
• Industry Competitive Benefits: Comprehensive benefit plans including flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, and employee incentive programs.
• Additional Benefits: Optional hospital, accident, and sickness insurance; optional life and AD&D insurance; Flexible Spending and Health Savings Accounts; fitness reimbursement; Employee Assistance Program; Group Legal Identity Theft Protection; 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; Employee Stock Purchase Plan.

Pay

The base compensation range for this role is $100,100 USD - $185,900 USD. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience with consideration given to internal equity. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.