Financial Analyst, Sales
Supports Sales and broader GTM organizations through budgeting, forecasting, close activities, commission analysis, and performance reporting. Requires a bachelor’s degree, 2+ years of FP&A or Strategic Finance experience, and strong financial modeling and planning-tool skills.
About the job
Responsibilities
- Build and maintain full-year budgets and quarterly forecasts for Field organizations, including Sales, Solution Consulting, Sales Operations and Enablement, and Marketing.
- Deliver monthly and quarterly financial-results analyses, including budget-versus-actual variances, key risks, issues, and business drivers.
- Support commission calculations, reporting, analytics, and annual compensation-plan design.
- Support company-wide annual and long-range planning processes.
- Partner with Accounting on monthly close activities, including vendor trend reviews, closed-won opportunities, collections, and commission payments.
- Develop and improve sales and customer metrics, including revenue, ARR, ASP, seat penetration, and quota attainment.
- Partner with business leaders on strategic initiatives and provide proactive, data-backed recommendations.
- Lead ad hoc projects and analyses supporting long-term growth.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Economics, or an equivalent field.
- 2–5 years of FP&A or Strategic Finance experience, including at least 2 years supporting Sales, Marketing, or a GTM organization at a SaaS company.
- Strong knowledge of complex financial modeling, GAAP accounting, and FP&A best practices.
- Strong communication skills, with the ability to distill and articulate complex data for business decisions.
- Experience presenting analyses to management and leading initiatives.
- Proficiency in Excel or Google Sheets and a planning tool such as Adaptive or Anaplan.
Nice-to-haves
- Salesforce experience.
- Certinia experience.
Compensation and Benefits
- Flexible hybrid work arrangement with on-site collaboration three days per week: Monday, Tuesday, and Thursday.
Skills
Financial Modeling, Gaap Accounting, FP&A, Strategic Finance, Budgeting, Forecasting, Excel, Google Sheets, Adaptive, Anaplan, Salesforce, Certinia, Sales Analytics, Commission Management
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