Job description

Company Information Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth. Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to remote candidates based in the United States and able to travel as needed. Job Description 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. 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 Desired Skills & Expertise • 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) • AI-literate with hands-on familiarity with tools such as ChatGPT, Claude, or similar; able to apply AI to accelerate data analysis, reporting, and process improvement • 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 Why work at Curinos? • Competitive benefits, including a range of financial, health, and lifestyle benefits to choose from • Flexible working options, including home working, flexible hours, and part-time options depending on role requirements • Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday • Learning and development tools to support your career growth • Work with industry-leading Subject Matter Experts and specialist products • Regular social events and networking opportunities • Collaborative, supportive culture, including an active DE&I program • Employee Assistance Program providing expert third-party advice on well-being, relationships, legal, and financial matters, as well as access to counseling services Applying We know that sometimes the “perfect candidate” doesn’t exist, and that people can be put off applying if they don’t meet all the requirements. If you’re excited about working for us and have relevant skills or experience, we encourage you to apply. You could be just what we need. If you need any adjustments to support your application, such as alternative formats, special requirements to access our buildings, or adjusted interview formats, please contact us at careers@curinos.com , and we’ll do everything we can to help. Inclusivity at Curinos We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Requirements

Must-haves

Company Information
Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to remote candidates based in the United States and able to travel as needed.
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
Desired Skills & Expertise
5+ years in a related analytical role

Nice-to-haves

Familiarity with CRM platforms (Salesforce preferred) and CRM data exports
BI tools experience (Tableau, Power BI)
SQL exposure
Background in financial services, banking, or insurance
Experience supporting C-suite or department-head reporting cadences
Why work at Curinos?
Competitive benefits, including a range of financial, health, and lifestyle benefits to choose from
Flexible working options, including home working, flexible hours, and part-time options depending on role requirements
Learning and development tools to support your career growth
Work with industry-leading Subject Matter Experts and specialist products
Regular social events and networking opportunities
Collaborative, supportive culture, including an active DE&I program

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aisql

Platform: adp-workforce-now
Effort: medium

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