Financial and Sales Operations Analyst

Responsibilities

• Identify and collect relevant financial data from all applicable business units, processes, and projects
• Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors
• Assist with regular budgeting and forecasting processes
• Develop dynamic and user‑friendly financial analyses and modeling to enable efficient decision‑making
• Assist with ad hoc analysis, benchmarking, and reporting
• Own the day‑to‑day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption
• Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed
• Assist the sales and renewals teams with proposals and quotations
• Develop and manage Sales and Professional Services operations sites on SharePoint
• Develop and maintain standardized policies, procedures, and sales resources
• Proactively identify sales operations process inefficiencies and streamline or automate them

Requirements

• Bachelor’s Degree in Finance, Economics, or related major
• MBA or CPA certification preferred
• Software revenue recognition experience required
• 7+ years’ experience working in finance and/or accounting in the high tech industry
• Multi‑site/geography experience preferred
• Experience implementing and administering finance applications
• Experience with salesforce.com and SharePoint a plus
• Ability to analyze data with creativity and innovation in mind
• Excellent strategic thinking and presentation skills
• Excellent organizational skills and attention to detail

Core Competencies

Demonstrates expertise in financial data analysis, budgeting, and forecasting, with a strong focus on software revenue recognition and high‑tech industry experience. Proficient in developing financial models and reports that support strategic decision‑making and enhance operational efficiency.