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Financial Analyst - Sales - Remote

Posted Yesterday
Finance / Legal
Full Time
TX, USA

Overview

We are looking for a highly motivated and analytical Financial Analyst - Sales to support our sales and finance teams with data-driven insights, financial reporting, and strategic analysis. This role is crucial in helping the company understand sales performance, optimize revenue streams, and support planning and forecasting efforts. The ideal candidate will have strong business acumen, financial modeling skills, and the ability to communicate complex data clearly to non-finance stakeholders.

In Short

  • Sales Performance Analysis: Analyze sales results, pipeline trends, and customer segmentation to evaluate business performance and recommend actionable insights.
  • Forecasting & Planning: Partner with Sales and Finance teams to develop accurate sales forecasts and budgets. Maintain ongoing forecast updates and variance tracking.
  • Revenue Tracking: Monitor revenue and key metrics by product, region, and sales rep; assist in identifying growth opportunities and potential risks.
  • Dashboard & Reporting: Build and maintain dashboards, reports, and KPIs to support sales leadership and executive decision-making.
  • Financial Modeling: Develop and maintain models for sales compensation, quota attainment, pricing analysis, and ROI for marketing and sales initiatives.
  • Cross-Functional Collaboration: Work closely with Sales, Marketing, Ops, and Finance to ensure alignment on targets, initiatives, and outcomes.
  • Ad Hoc Analysis: Perform deep-dive analyses on sales trends, customer behavior, deal economics, and other key business drivers as needed.

Requirements

  • Strong analytical skills and business acumen.
  • Experience in financial modeling and reporting.
  • Ability to communicate complex data clearly to non-finance stakeholders.
  • Proficiency in data analysis tools and software.
  • Experience in sales performance analysis.
  • Strong collaboration skills to work across departments.
  • Detail-oriented with strong organizational skills.

Benefits

  • Opportunity to work with cross-functional teams.
  • Professional development and growth opportunities.
  • Competitive salary and benefits package.
  • Dynamic work environment with a focus on innovation.
ActivTrak logo

ActivTrak

ActivTrak is a dynamic, VC-backed company focused on providing innovative software solutions that enhance customer success. With a commitment to building strong relationships and driving successful outcomes for their customers, ActivTrak leverages digital methodologies to manage a large portfolio of accounts effectively. The company values diversity and inclusivity, ensuring a supportive work environment for all employees. ActivTrak is dedicated to helping customers achieve their goals through proactive support and strategic value delivery.

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