Manage quarterly/monthly topline forecasts by evaluating sales pipeline and key opportunities.
Support month-end and quarter-end FP&A close processes.
Provide weekly insights to finance and sales leadership on quarter performance vs. top line forecasts and targets
Conduct ad-hoc analysis to inform and influence key decision-makers in Finance, Sales, and Field Operations.
Coordinate effectively with cross-functional partners, including Corporate and other FP&A teams, Data Science, Sales Strategy, Field Operations, and Sales Leaders.
Develop and maintain a long range sales capacity model
Leverage AI tools to enhance efficiency across sales finance processes.

Requirements

Demonstrated strong expertise in financial analysis and modeling.
Strong business acumen and analytical thinking with the ability to work with data, translate financial data into actionable insights for senior management
Minimum of 3 years of experience in investment banking, consulting, corporate finance and/or sales operations
Work effectively across cross functional teams on a day to day basis
Effective communication and presentation skills to be able to influence multiple stakeholders
Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline

Benefits

Health insurance
Professional development opportunities
Flexible work arrangements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial analysisfinancial modelingsales forecastingdata analysiscapacity modelingad-hoc analysissales finance processesanalytical thinkingbusiness acumen

Soft skills

effective communicationpresentation skillscross-functional collaborationinfluencing stakeholders