Sales Reporting, Sr. Financial Analyst (Finance)
The Sales Reporting, Sr. Financial Analyst plays a critical role in optimizing the effectiveness and efficiency of our sales organization. This individual will partner closely with sales leadership, finance, and other cross-functional teams to provide data-driven insights, improve sales processes, manage financial planning for sales, and ensure accurate reporting. This role requires a strong analytical mindset, a deep understanding of sales operations, and the ability to translate complex financial data into actionable business recommendations.
Sales Process Optimization & Strategic Support:
- Gather and organize sales data from multiple sources; Identify patterns, trends, and opportunities for improvement within sales data to inform decision-making.
- Analyze GTM performance metrics and make strategic recommendations to management
- Partner with key stakeholders across the organization and be responsible for implementing and driving process improvements, delivering value-added business analysis, as well as defining and reporting meaningful financial and operational metrics that lead to insightful business decision-making
- Perform ad hoc analyses to quickly solve time sensitive business cases and operational challenges
- Assist in sales forecasting by leveraging historical data, business intelligence, and market trends.
- Support the formulation and tracking of sales KPIs and enable sales teams to meet targets.
Sales Performance & Reporting:
- Develop, maintain, and enhance key sales dashboards and reports (e.g., pipeline health, sales productivity KPIs, etc).
- Monitor and track sales performance against key metrics, highlighting areas of concern and proposing corrective actions.
- Provide ad-hoc analysis and reporting to support sales management's evolving needs, including deep dives into trends, campaigns, and key opportunities.
- Partner with sales leadership to assess the health of the sales pipeline, providing insights into forecast accuracy and potential risks/opportunities.
- Ensure the timely delivery of accurate financial reports and other regular essential reporting documents
Data Analysis & Systems
- Proficiently utilize CRM systems (e.g., Salesforce), ERP systems, and financial planning tools to extract, analyze, and report on sales data.
- Collaborate with Business Intelligence/Data teams to ensure data accuracy and integrity across sales systems (CRM, ERP)
- Experience with data visualization tools (e.g., Tableau, Power BI) is highly desirable
- Collaborate with sales and technical teams to drive automation and improve operational workflows.
What experience you need:
- 5-7 years of FP&A, Finance, Sales Finance, RevOps, Business Analysis or related experience
- Bachelor's degree in finance/accounting or related field, or equivalent work experience
- Salesforce experience required
- Leverage advanced Excel skills for complex data manipulation, modeling, and scenario planning.
- Successfully manage multiple tasks, projects, and priorities in a fast-paced environment
- The ideal candidate is a self-starter, takes initiative, works well under pressure, and excels at handling ambiguity
- Ability to interpret financial statements and convey key recommendations to the business
- Attention to detail and capable of self-review and providing polished deliverables
- Excellent written/verbal communication skills
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