Senior Revenue & KPI Analyst
Addison, Dallas County, Texas, 75001, USA
Listed on 2026-03-06
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Finance & Banking
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Business
Data Analyst
Senior Revenue & KPI Analyst
Job #: 178
Category: Finance
Who We Are
HaloMD is a fast-growing arbitration and medical billing company on a mission to streamline processes, resolve disputes, and deliver exceptional service. Our success comes from our people, and we're searching for a dynamic Sr. Analyst to help take us to the next level.
We need someone to build the revenue intelligence engine that will power our next phase of growth. You'll design the analytical infrastructure that turns our data into pricing strategy, margin decisions, and accurate revenue forecasts; work that directly influences how we allocate resources and where we compete.
You'll own the frameworks that help leadership understand what's driving revenue performance and what to do about it. This means building predictive models for revenue forecasting, creating automated dashboards that replace manual reporting, and uncovering pricing opportunities hidden in our customer data. You'll partner closely with our pricing team, Revenue Operations, Sales, and Finance; delivering the analysis that informs them of strategy and commercial decisions.
The role will grow with the company. Right now, you're building systems and setting standards. Where it goes from there depends on how the business evolves and where your strengths take you; some people in similar roles have moved into leadership, others have specialized deeper into areas like pricing analytics or revenue strategy. If you're energized by transforming messy data into clear strategic direction in a fast-moving environment, this is the role.
Competencies
- Exceptional analytical rigor and structured problem-solving
- Ability to synthesize large data sets into actionable business insights
- Strong executive communication skills with the ability to present complex analyses clearly
- High attention to detail and commitment to data accuracy and governance
- Ability to operate independently in ambiguous, high-growth environments
- Develop and maintain advanced revenue models incorporating price-volume-mix analysis, margin decomposition, and cohort-based customer analytics
- Build scenario-based pricing models and elasticity analyses to evaluate competitive positioning and profitability impacts
- Support deal-level analytics including contribution margin modeling and customer lifetime value (CLV) analysis
- Build driver-based revenue forecasts leveraging historical trends, pipeline data, and predictive indicators
- Partner with FP&A on integrated forecasting models (revenue, margin, cash flow)
- Design and standardize enterprise KPI frameworks aligned to revenue growth, margin expansion, and cash flow performance
- Define and operationalize metrics across customer segments, channels, and geographies
- Establish governance for KPI definitions, calculation methodologies, and reporting consistency
- Develop automated executive dashboards and self-service reporting solutions
- Collaborate with Data Engineering to design scalable data models supporting revenue and KPI reporting
- Create SQL queries to extract, transform, and analyze large data sets
- Provide executive-ready insights that translate analytical findings into clear commercial recommendations
- Partner cross-functionally with Revenue Operations, Sales, Marketing, Product, and Finance to align reporting and analytical priorities
- Support strategic initiatives including pricing optimization, capital planning, and potential M&A analysis through advanced financial modeling
- Contribute to continuous improvement of data architecture, reporting processes, and analytical methodologies
- Advanced Excel modeling (Power Query, Power Pivot, DAX, VBA/macros)
- Strong SQL proficiency (complex joins, aggregations, data cleaning)
- Experience with BI tools such as Power BI, Tableau, Looker, or similar
- Experience with ERP, planning systems, and financial data environments
- Knowledge of statistical analysis, regression modeling, or forecasting techniques preferred
- Experience with Python or R for financial or statistical analysis is a plus
- Bachelor's Degree in Finance, Economics, Data Analytics, Statistics, Mathematics, Engineering, or related quantitative field
- 3+ years of progressive experience in revenue analytics, BI, FP&A, pricing analytics, or data-driven finance roles
- Experience working with large datasets and building scalable reporting solutions
- Experience supporting executive leadership with data insights
- Advanced degree (MBA, MS in Analytics, Statistics, or similar) is preferred
- Experience in a fast-paced, high-growth environment
- Familiarity with capital markets and experience in managing debt financings
- Experience in financial evaluation of mergers and acquisitions
- Remote Setting:
Work from anywhere within the United States with reliable high-speed internet. Must be willing to travel to…
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