Sales Reporting, Sr. Financial Analyst

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