We are seeking a detail-oriented and analytical Sales Finance Analyst to join our finance team. The Sales Finance Analyst will play a pivotal role in supporting the finance team and our Go-to-market operations by providing insights into sales performance metrics and key performance indicators (KPIs). This is a high impact role that requires strong analytical skills, a collaborative working style and the ability to execute with quality in a dynamic and fast paced environment. Our ideal Udacian has a bias for action, a roll-up-your-sleeves attitude and can communicate complex information across all levels of the business.
What You’ll Do
- Sales Metrics Management:
- Prepare and maintain Sales Bookings metrics, ensuring accuracy and timeliness.
- Develop and maintain key sales performance indicators (KPIs) to track and analyze sales team productivity and capacity.
- Monitor sales metrics such as bookings, revenue, margins, and customer acquisition costs to assess performance against targets and benchmarks.
- Financial Forecasting and Planning:
- Collaborate with Sales Operations and Revenue teams to develop accurate revenue forecasts and support financial planning processes.
- Track and analyze sales forecasts to ensure accuracy and alignment with financial projections.
- Data Management and Reporting:
- Gather, validate, and consolidate sales data from various sources, including Salesforce, CRM systems, and other internal databases to ensure data integrity and consistency across all reporting platforms.
- Work cross functionally and collaboratively with the revenue operations and go-to-market teams to streamline the bookings process and ensure one source of truth for recognizing company bookings and commissions bookings.
- Perform ad-hoc analysis to support decision-making processes within the finance and sales teams.
- Process Improvement and Automation:
- Identify opportunities to streamline data collection, reporting, and analysis processes.
- Drive initiatives to automate repetitive tasks and enhance efficiency in Sales finance operations.
- Continuously assess and improve data quality and reporting capabilities to meet evolving business needs.
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- 3-4 years of experience in finance, sales finance, or related analytical roles.
- Proficiency in Salesforce and experience working with CRM systems.
- Advanced spreadsheet skills (e.g., Excel, Google Sheets) with the ability to perform complex data analysis and modeling.
- Strong analytical and problem-solving skills with the ability to translate data into actionable insights.
- Detail-oriented mindset with a commitment to accuracy and data integrity.
- Proven ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Self-starter with a proactive attitude and the ability to work independently or collaboratively as part of a team.
- Excellent communication and interpersonal skills
Preferred Qualifications
- Familiarity with BI tools (e.g., Tableau, Power BI) for data visualization and reporting.
- Understanding of sales processes and terminology, including sales pipeline management and forecasting methodologies.
The target compensation for this role is a base of $80,000-$100,000.