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Role Description

We are seeking a Sales Financial Analyst to join our growing Financial Planning & Analysis (FP&A) team! This role is ideal for someone who thrives in a fast-paced, collaborative setting; who’s detail-oriented; and enjoys working at the intersection of sales and finance. You will work closely with the divisional CFO of Business, Technology, & Operations, the Chief Commercial Officer, and the Sales Operations Manager to provide accurate, timely forecasts and pipeline analysis that help the sales organization focus on the right opportunities and hit revenue targets.

• Review and analyze the E Source pipeline of sales opportunities to forecast future bookings and revenue as deals progress and close
• Build and maintain accurate sales forecasts by stage, product line, and sales team, partnering closely with the divisional CFO of BTO, Chief Commercial Officer, and Sales Operations Manager
• Calculate pipeline coverage ratios and assess gaps relative to the revenue budget, providing clear and actionable reporting to leadership
• Analyze win rates, deal slippage, and sales cycle trends to identify structural forecasting risks and opportunities for improvement
• Proactively report pipeline activity, trends, and risks to the FP&A team and broader organization so that sales teams can focus on the highest-priority opportunities
• Develop and maintain dashboards and reports that give real-time visibility into pipeline health, deal velocity, win rates, and forecast accuracy
• Partner with the VP of Revenue and the rest of the FP&A team to integrate sales forecasts into the overall company budget and financial forecast
• Support month-end and quarter-end close activities related to bookings, deferred revenue, and revenue forecasting
• Support board- and executive-level reporting related to bookings, pipeline health, and forecast confidence
• Prepare and deliver variance explanations comparing actual bookings and revenue to budget and forecast
• Communicate findings and financial results clearly to both finance and nonfinance stakeholders
• Support audit requests and other external data requests as necessary
• Identify opportunities for process improvement within the sales forecasting and pipeline reporting function
• Work on ad hoc projects and analyses as applicable within the broader Financial FP&A team or commercial team

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• Minimum 3 years of experience in financial planning and analysis, sales finance, or revenue operations, preferably within a professional services or B2B SaaS organization
• Experience in a private equity–backed or high-growth organization preferred
• Deep experience working with CRM data (Salesforce strongly preferred), including pipeline hygiene, stage probability modeling, and sales forecasting methodologies
• Strong understanding of sales pipeline metrics including pipeline coverage, stage conversion rates, deal velocity, and win/loss analysis
• Demonstrated ability to translate complex data into clear, concise reporting that nonfinance audiences can act on
• Advanced Excel skills are required; strong proficiency in Microsoft Office (Word, PowerPoint, Outlook) is expected
• Experience with NetSuite, OpenAir, or similar enterprise resource planning (ERP) systems is a plus
• Strong attention to detail and commitment to accuracy while also working with speed
• Excellent analytical and problem-solving skills with the ability to synthesize data from multiple systems into coherent financial insights
• Strong communication and interpersonal skills; ability to work cross-functionally with sales, operations, and finance
• Ability to manage competing priorities, stay organized, and meet tight deadlines in a fast-paced environment
• A commitment to continuous learning and the flexibility to adapt as the company grows and evolves

Requirements

• Excellent insurance options, including medical, dental, and vision plans; company-paid life insurance; company-paid long- and short-term disability insurance; paid parental leave; and medical and dependent-care flexible spending plans.
• A flexible time off (FTO) program that provides paid time off, with manager approval, while fulfilling your work obligations and ensuring proper coverage of your responsibilities.
• A 401(k)/RRSP plan with a 3% employer match.

What Success Looks Like

• Increased visibility into pipeline health and forecast confidence
• Reduced variance between forecasted and actual bookings
• Clear identification of pipeline gaps well before quarter-end
• Improved collaboration between Sales and Finance

Salary and Work Environment

• The budgeted salary for this position is: $90,000–$110,000 USD + annual bonus.
• Actual pay will be adjusted based on experience.
• This role will be 100% remote, with infrequent travel (generally 0–2 times per year). Core time zones for work are East/Central.