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. We have corporate offices in Newport Beach and Toronto. The Basics: Location: Hybrid, 3 days on-site at our Newport Beach, CA office Compensation: $130,000-$160,000/year, commensurate with experience Travel: Up to 25% Reports To: Senior Manager of FP&A Position Overview and Impact: The Senior Sales Data Strategist & Analyst is a critical member of the FP&A and Analytics team, responsible for leveraging advanced technical skills to transform complex sales data into actionable financial insights. This role combines deep analytical expertise with strategic thinking to support revenue forecasting, performance optimization, and profitability growth across both client organizations and independent sales representatives. The person in this role will apply their advanced Excel, Tableau, and financial modeling skills to analyze large, multi-source datasets, build dashboards, and conduct scenario analyses that inform strategic planning and decision-making. The Senior Analyst delivers performance updates and financial insights to senior leadership, while partnering with external clients and independent sales reps to uncover performance drivers and identify opportunities to improve profitability. Translating complex data into clear, actionable insights is essential to influencing strategy and building trust across stakeholders. Primary Functions: Serve as the primary FP&A 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 Qualifications and Expertise: 4–6 years of experience in sales analytics, business intelligence, FP&A or a related field Experience working with or supporting independent sales networks, franchise models, or distributed business owners 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 Our Commitment: Smart Circle International is passionate about creating an inclusive workplace that promotes and values diversity and celebrates differences. We are committed to creating an environment that fosters growth opportunities for all team members. Wherever practical, Smart Circle International wants team members in the position that best suits their unique abilities, interests, and skills, as well as our business needs. We strongly believe that bringing our team members' diverse backgrounds, cultures, and perspectives together is the best way to serve our clients and the independent sales companies with which we work side by side. Equal Opportunity Employer: We believe in equal opportunity. Each team member is recruited, employed, evaluated, and considered for promotion without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. We will not tolerate discrimination or harassment based on any protected characteristic and expect all team members to treat others with dignity and respect.