Senior Sales Operations Manager
Motive
SFDC
Senior FP&A Analyst
KPA
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado
Visit company websiteSalary
💰 $100,000 - $120,000 per year
Job Level
Senior
Tech Stack
SFDC
About the role
- Prepare reporting packages for internal management and external investors, including in-depth analysis of Budget vs Actual, trending analysis, forward looking implications, and develop the overarching narrative of the business
- Maintain deep understanding of the client base and revenue of the business
- Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue; analyze historical variance and produce forward looking forecasts
- Coordinate with Accounting, RevOps and Customer Success to align new bookings and net retention reporting; utilize Salesforce.com and NetSuite data
- Present and run internal monthly financial review meetings with senior management and external investors
- Participate in the monthly close process (month-over-month revenue review, departmental mapping, GL coding, and rollforward of the forecast)
- Perform ad-hoc research and analyses to support Sales, Customer Success, Product & Development, and the C-Suite
- Own the accuracy of commissions and quarterly bonus calculations
- Conduct interviews and research to aid in development of annual budgets and rolling forecasts
- Continually improve and streamline processes and system configuration
- Aid in integration of acquisition financials and develop proforma reporting capabilities
- Develop collaborative relationships with leaders across the business to predict changes and opportunities in departmental budgets; success visible to senior management and PE investors
Requirements
- Generally 5-7 years of experience in Financial Planning and Accounting
- Expert Excel skills and ability to build and audit deep, complex, interdependent financial models
- Power BI experience a plus
- Ability to construct structured datasets
- Experience forecasting growth and budgets for a high-growth, technology-enabled service company preferred
- Proven success reporting against strategic plans and offering creative solutions
- NetSuite and SFDC (Salesforce) experience a plus
- Flexible and dynamic thinker who can develop and comprehend complex ideas and make connections across many analyses
- Ability to work autonomously without much oversight
- Bachelor’s degree in Finance or Accounting required; MBA preferred
