Growth & Revenue Analyst

Summary/Objective

Reporting to the Finance Director with accountability to the growth initiatives of the firm and the Chief Revenue Officer, the Growth & Revenue Analyst will build the data and reporting foundation for our growth engine. The analyst will support sales, marketing, and leadership with clear insights into pipeline, conversion, and revenue performance. By ensuring data accuracy and consistency across systems, this role will help teams make better decisions faster and align around shared metrics. The work will directly inform forecasting, prioritization, and strategic planning as the organization scales.

Essential Functions

1. Design, develop, and maintain standardized dashboards and reports to monitor pipeline activity, channel performance, and revenue forecasting.

2. Analyze funnel performance and conversion metrics to identify trends, variances, and opportunities for improvement.

3. Provide data and reporting support for growth initiatives, including pilot programs, to inform planning and execution.

4. Collaborate with Sales Operations and leadership to understand reporting requirements and deliver accurate, decision‑ready insights.

5. Ensure the accuracy, consistency, and timely delivery of recurring reports to support data‑driven decision making across the organization.

Responsibilities & Duties

1. Build, maintain, and enhance dashboards and reports that track key performance indicators across the growth funnel, including pipeline activity, conversion rates, channel performance, and revenue forecasting.

2. Monitor pipeline performance by analyzing leads, meetings, and stage‑to‑stage conversions to support sales forecasting and capacity planning.

3. Analyze channel performance across events, outbound efforts, and partnerships to assess effectiveness and ROI.

4. Develop and maintain revenue forecasts by integrating pipeline data, historical trends, and conversion assumptions.

5. Conduct ongoing analysis of conversion rates and drop‑off points across the full funnel to identify opportunities for improvement.

6. Identify trends, gaps, risks, and opportunities in performance data, and proactively surface insights to sales, marketing, and leadership teams.

7. Support the DFW pilot and other growth initiatives by providing data analysis, reporting, and performance tracking to inform decision‑making and iteration.

8. Partner with Sales Operations and leadership to understand reporting requirements, define metrics, and deliver accurate, relevant dashboards and insights.

9. Ensure reporting accuracy, consistency, and timeliness, including the delivery of weekly dashboards and ad‑hoc analyses as needed.

10. Translate complex data into clear, actionable insights and visualizations that enable data‑driven decisions across leadership.

11. Maintain documentation and definitions for metrics and dashboards to ensure shared understanding and consistent interpretation of data.

12. Support continuous improvement of reporting processes and data visibility as the organization scales.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• Bachelor’s degree required in Analytics, Finance, Business Analytics, Information Systems, Economics, Statistics, or a related quantitative field.

• 2+ years of professional experience in analytics, finance, business intelligence, or related field.

• Advanced proficiency in Microsoft Excel and/or Google Sheets (required), including the ability to analyze data using formulas, pivot tables, and structured models.

• Experience working with CRM data, including extracting, analyzing, and reporting on pipeline or performance metrics; Salesforce experience strongly preferred.

• Strong analytical and problem solving skills, with the ability to identify trends, gaps, and inconsistencies in data.

• Ability to translate data into clear, actionable insights for nontechnical stakeholders.

• High attention to detail and accuracy, with experience producing reliable, repeatable reports.

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Minimum: $75,000.00 - Maximum: $85,000.00 USD

Benefits

Heavily subsidized medical insurance options

Generous employer HSA contributions

100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health

Dental and Vision plans

Unlimited PTO

Organization-paid holidays, including an extended Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, licenses, and renewals

Continuing Education resources

Family Planning Assistance Program and Paid Parental Leave

Subsidized fitness programs

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.