We are looking for a highly motivated and curious Senior Financial Analyst - Sales to support our Sales and Finance teams with data-driven insights, financial reporting, and strategic analysis. In this role, you'll help our fast-growing SaaS 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

Some of the key activities in this role include:

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, sales team, 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 Executives 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

Bachelor's degree in Finance, Accounting, Business, Economics, or related field, with Finance or Accounting preferred
3+ years of relevant experience in financial analysis, preferably in sales finance or commercial finance
Experience in a high-growth, B2B, or SaaS environment
Strong Excel and financial modeling skills
Familiarity with BI tools (e.g., Power BI), CRM systems like Salesforce and Clari, and ERP or FP&A systems (e.g., NetSuite, Cube)
Excellent analytical, organizational, and communication skills
Ability to translate complex data into simple business insights
MBA or professional certifications (e.g., CFA) are a plus but not required

Benefits

Work Environment:

Competitive compensation and benefits
Position is remote within US
Minimal travel
Limited physical demands

This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you!

ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.

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Senior Financial Analyst - Sales