Lead Quantitative Analyst, Revenue Intelligence
Core
Build and maintain time-series forecasting and econometric models to connect operational insurance data to GAAP financial results, driving strategic revenue decisions.
Role type
Senior individual contributor quantitative analyst (financial modeling)
Builds
Production-quality analytical tools, time-series forecasting models, and Power BI dashboards for finance leadership
Domain
Insurance brokerage / Financial services / Revenue intelligence
Deliverable
production ML models | dashboards & analysis
Required skills
Econometric modeling, Time-series analysis, Regression modeling, Causal inference, Financial acumen, Python, SQL, Power BI, Palantir
Preferred skills
Insurance brokerage experience, Financial planning & analysis (FP&A) experience, 3-statement synthesis, Applied Epic familiarity
Technologies
Python, SQL, Palantir, Power BI, Claude Code
Responsibilities
Build time-series forecasting models for GAAP revenue incorporating economic drivers; Develop econometric models to identify and quantify revenue performance drivers; Design scenario analysis tools for executive decision-making; Analyze drivers of new business growth and client retention; Build performance analytics frameworks for advisor productivity; Develop and maintain analytical tools using Python, SQL, and Palantir; Build Power BI dashboards for senior leadership
Seniority
Senior, hands-on IC
