Senior Financial Analyst - Sales-Finance & Administrative - iPipeline

Job Description 

• We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our Finance department. The ideal candidate will have strong background in financial analysis, forecasting, and budgeting, with focus on supporting sales initiatives to help drive business growth. Responsibilities include monthly, quarterly, and ad hoc financial reporting, using historical trends and insights to drive optimization of operations and track KPI’s. This role will be responsible for communicating and presenting results to various levels of the organization, so clear communication, attention to detail, and strong business acumen are vital to position.   

 

Key Responsibilities 

•  Serve as a trusted liaison to the sales team, providing financial insights and guidance to support decision-making and achieve business objectives.
•  Lead the development and execution financial planning process for the sales department, including annual budgets, quarterly forecasts, and strategic planning.
•  Develop financial models to support decision-making to pricing, promotions, sales targets, and resource allocation.
•  Analyze sales performance metrics, including revenue, expenses, and market share. Identify and investigate variance between actuals and budgets/forecasts, providing explanations and recommendations to management.
•  Through strong partnership with the sales operations team lead the development, enforcing, and reporting of sales incentive plan.
•  Prepare financial reports and presentations for management, summarizing key findings, insights, and recommendations.
•  Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial planning and analysis activities within sales department.
•  Conduct system data validation to ensure accuracy of reporting.  
• Perform ad-hoc financial analysis and special projects as requested by management to support strategic initiatives and business needs.

 

Qualifications 

• Bachelor’s degree in accounting and/or Finance. 
• Minimum of 3-5 years of experience as a Financial Analyst, or similar role with focus on supporting sales organizations
•  Strong proficiency in financial modeling, forecasting techniques, excel, and Salesforece.com. Experience with Power BI, Intacct, and Adaptive a plus.
•  Proven ability to partner effectively with cross-functional teams and communicate complex financial concepts to non-finance stakeholders.
•  Excellent analytical skills with the ability to translate complex data into actionable insights.
•  Ability to thrive in fast-paced, dynamic environment and manage multiple priorities effectively.
• Must have excellent written, verbal, and presentation skills. 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) Finance/Accounting