We are looking for a Senior Financial Analyst with strong Excel skills to support our Sales Finance team. You will start by following our established forecasting and reporting processes, ensuring consistency and accuracy in how we track sales performance. Over time, you’ll be expected to take full ownership of the process, make improvements, and grow into a Finance Manager role as the company scales.
Your Next Opportunity:
- Follow & Own Existing Processes
- Execute recurring reporting for pipeline, bookings, and ARR with accuracy and timeliness.
- Maintain Excel-based forecasting and reporting templates that support Sales leadership.
- Ensure alignment of sales metrics across Finance, Sales Ops, and GTM teams.
- Improve & Scale the Process
- Identify opportunities to streamline reporting and automate manual tasks using advanced Excel formulas.
- Enhance KPIs, forecasting assumptions, and reporting cadence to improve visibility into sales performance.
- Build scenario models to support territory planning, quota setting, and hiring decisions.
- Sales Performance & Insights
- Track key sales KPIs such as quota attainment, pipeline coverage, AE productivity, and CAC.
- Perform variance analysis vs. budget/forecast and provide insights into business drivers.
- Partner with Sales Ops to validate pipeline accuracy and improve forecast reliability.
- Career Path
- Take increasing ownership of sales finance reporting and modeling.
- Build scalable processes that will support the transition into a Finance Manager role.
- Demonstrate leadership by driving improvements, collaborating cross-functionally, and influencing decision-making with data-driven insights.
What Qualifies You?
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 3–5 years of FP&A or sales finance experience, ideally within SaaS.
- Advanced Excel expertise: dynamic models, scenario analysis, complex formulas.