Revenue Analyst

At The Family Security Plan, we are building a Business Intelligence team focused on improving business decisions through data. We are looking for a naturally curious problem solver who enjoys figuring out why things happen, identifying what drives business performance, and using data to help shape future decisions. You will work on forecasting future revenue, evaluating business opportunities, identifying key drivers of performance, and helping leadership understand the likely impact of strategic decisions.

Success in this role comes from asking good questions, working through ambiguity, testing assumptions, and clearly explaining your reasoning. We care more about analytical thinking, business judgment, and problem‑solving ability than any specific software package or programming language.

• Own and improve gross and paid revenue forecasting models used in business planning
• Expand forecasting models from short‑term planning into multi‑year business scenarios
• What happens if we enter a new market?
• What happens if we hire additional sales representatives?
• What happens if we launch a new distribution channel?
• Which factors have the greatest impact on customer persistency and revenue?
• Analyze business performance and identify the key drivers behind results
• Translate ambiguous business questions into structured analyses and actionable recommendations
• Present findings and model logic to leadership in a clear, practical way
• Continuously improve forecasting models through testing, iteration, and learning
• Bring new ideas, tools, and approaches to help the team grow and improve

The ideal candidate is:

• Curious and naturally investigative
• Comfortable working through ambiguity
• Able to break complex problems into simple, understandable pieces
• Willing to ask questions before drawing conclusions
• Comfortable explaining analytical concepts to non‑technical audiences
• Interested in understanding how businesses operate and what drives results
• Self‑directed and capable of taking ownership of problems

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Business, Data Analytics, or a related field, or equivalent analytical experience
• Experience analyzing data to support business decisions
• Strong Excel skills, including Pivot Tables and data summarization
• Ability to identify trends, key drivers, and business insights from data
• Strong written and verbal communication skills

• Experience with forecasting, financial modeling, pricing analysis, revenue analysis, or business performance analysis
• Experience working with SQL
• Experience using analytical tools such as R or Python
• Experience evaluating business scenarios and forecasting future outcomes

Candidates who are successful in this role are comfortable independently analyzing data, identifying key drivers, and explaining their conclusions. During the interview process, candidates will be asked to complete a practical business analysis exercise using Excel.

Your work will directly influence revenue forecasts, business planning, and strategic decisions.

You will own critical forecasting models and see your work used throughout the organization.

Work directly with Business Intelligence leadership and develop advanced analytical and business skills. We invest in developing talent, encouraging new ideas, and promoting from within.

Our mission is helping families achieve financial security and protection. Your work will directly support that mission.

If you enjoy solving problems, investigating business drivers, and helping organizations make better decisions, we’d love to talk with you.