Senior Associate - Business Analyst, Revenue Operations

About This Role

Company Description

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry\-leading proprietary data, technologies and insights. With decades\-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go\-to market decisions in an increasingly competitive market.

About the Role

Join a high\-visibility Revenue Operations team where your analytical work directly shapes the commercial decisions of senior leadership. As a Business Analyst, you'll own the reporting infrastructure and forecasting models that drive how the business understands its pipeline, performance, and trajectory — giving you meaningful impact from day one.

This role is ideal for someone who thrives at the intersection of data, process, and storytelling: someone who can wrangle complex, large\-scale datasets and turn them into clear, actionable insights for the people running the business.

Key Responsibilities

• Build and maintain weekly sales pipeline reports tracking created, pushed, and stage\-distributed opportunities
• Develop YTD performance summaries by rep, team, and product using structured Excel models
• Maintain rolling weekly outlook models comparing actuals vs quota across region, segment, and rep
• Integrate closed/won data with pipeline coverage metrics to produce current\-quarter and full\-year forecasts
• Audit and clean raw CRM exports (3,000–4,000 row datasets) for reporting accuracy
• Apply and maintain classification flags across large, structured tables; resolve formula errors and data mismatches
• Produce meeting activity and coverage reports for senior leaders
• Support weekly pipeline review decks by maintaining the underlying Excel data models

Required Qualifications

• 3–5 years in a related analytical role
• Intermediate\-to\-advanced Excel proficiency (multi\-sheet workbooks, VLOOKUP/INDEX\-MATCH, IF statements, date functions, structured tables, charts)
• Familiarity with CRM platforms (Salesforce preferred) and CRM data exports
• Strong attention to detail and systematic approach to data quality and formula auditing
• Ability to manage multiple reporting cycles simultaneously (daily, weekly, monthly)
• Effective written communication for presenting data insights to non\-technical stakeholders
• Bachelor's degree

Nice to Have

• BI tools experience (Tableau, Power BI)
• SQL exposure
• Background in financial services, banking, or insurance
• Experience supporting C\-suite or department\-head reporting cadences

Compensation: Annual base salary of $90,000\-$100,000 \+ bonus