Senior Analyst, Performance Analytics

The Role

The Senior Analyst, Performance Analytics plays a crucial role in supporting Risepoint's planning processes and providing deep analytical insights. They maintain and update forecasting and budget models, ensure data inputs are clean and aligned with assumptions, and run scenario and sensitivity analyses.

Responsibilities

• Planning & Model Support
• Maintain and update forecasting and budget models across all planning cycles
• Data pulls, formula logic, and version control
• Prepare and validate data feeding into planning tools (currently Planful)
• Ensure inputs are clean and aligned with assumptions set by the Senior Manager
• Support the rolling forecast by refreshing data, updating model inputs, and flagging performance trend changes
• Run scenario and sensitivity analyses to support leadership planning discussions
• Manage logistics of Budget, Reforecast, and rolling forecast cycles including templates, trackers, and timelines
• Analytical Thinking & Investigation
• Support and lead ad hoc deep dives and investigations across the team
• Pull and structure data independently
• Contribute a point of view on what the findings mean
• Identify trends and patterns in historical and current data
• Bring hypotheses and recommendations to the Senior Manager
• Connect past and present performance to planning assumptions
• Build analytical outputs including charts, tables, summaries, and first-draft narratives
• Translate complex data into clear, concise narratives
• Data & Technical Work
• Query, transform, and validate large datasets in Databricks
• Own the data layer supporting planning and analytical work
• Ensure inputs are reliable, well-documented, and ready for use
• Flag data quality issues proactively and work cross-functionally to resolve them
• Avoid data quality issues affecting outputs
• Use AI tools actively to automate repetitive work, accelerate analysis, and improve how the team operates
• Maintain documentation of data definitions, model logic, and process steps
• Process & Stakeholder Collaboration
• Manage logistics of Budget, Reforecast, and rolling forecast cycles
• Maintain documentation of data definitions, model logic, and process steps

Success Criteria

• Delivered accurate, reliable planning inputs across at least one full Budget or Reforecast cycle
• Independently led or meaningfully contributed to at least one ad hoc investigation with clear findings and a well-communicated narrative
• Proactively surfaced at least one forward-looking insight that informed a planning assumption or business decision before it became visible in results
• Established a reputation as the team's go-to for data questions, trusted for both technical accuracy and analytical judgment
• Adopted AI tools as a genuine and measurable part of daily work
• Built trusted working relationships with Finance team

Qualifications

• A minimum of 2 to 4 years in business analytics, revenue planning, FP&A, or a related field
• Genuine interest in understanding what the data means, not just how to move it
• Strong analytical thinking with the ability to connect historical trends to future implications and bring proactive recommendations to the team
• Strong, production-quality SQL proficiency and solid hands-on experience with Databricks
• Advanced Excel skills across complex models, scenario analysis, and large datasets
• Clear communication skills with the ability to translate findings into plain language and produce outputs that are ready to use, not just reviewed
• Active AI tools user, or someone clearly ready and hungry to become one
• High attention to detail, strong data ownership, and a proactive working style that anticipates problems rather than waiting to be told what to look for

Preferred Qualifications

• Familiarity with Planful, Anaplan, or similar planning platforms
• Experience with Power BI or similar visualization tools
• Python or PySpark for data manipulation or automation
• Exposure to enrollment-driven or EdTech business models