Financial Analyst - Sales

We are looking for a highly motivated and analytical Financial Analyst - Sales to support our sales and finance teams with data-driven insights, financial reporting, and strategic analysis. This role is crucial in helping the 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, region, 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 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
• 2–5 years of relevant experience in financial analysis, preferably in sales finance or commercial finance
• 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

Preferred Qualifications:

• Experience in a high-growth, B2B, or SaaS environment
• 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.