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about 1 month ago
Requirements and responsibilities
Financial Analyst supporting FP&A and Sales Operations with primary responsibility for revenue reporting, forecasting, sales crediting, and territory performance management. This role works directly with Finance, Sales Leadership, Accounting, and Operations to ensure accurate revenue visibility, quota attainment tracking, commission validation, and forecasting across SugarCRM, MedScout, Shopify, and Sage. The position is responsible for maintaining reporting accuracy, identifying performance drivers, and supporting executive decision-making through clear financial analysis.ResponsibilitiesSupport monthly revenue forecasting, including run-rate analysis, open pipeline review, billing day adjustments, and close probability assumptionsAnalyze actual revenue performance versus quota, forecast, and budget; clearly identify volume, ASP, productivity, and timing variancesMaintain Monthly Business Review (MBR) reporting and supporting revenue models across units sold, average selling price (ASP), sales productivity, and quota attainmentTrack bookings, billings, revenue conversion, and sales productivity metrics across all commercial regionsProvide revenue pacing analysis and required run-rate calculations to determine path-to-plan performanceDeliver reporting and recommendations to Finance and Sales leadership to support planning and resource allocation decisionsMaintain territory, regional, and national sales reporting, including actuals vs. quota, sales crediting, out-of-territory coverage, and account ownership validationValidate commission calculations and ensure proper account-level sales credit assignment based on internal compensation rulesSupport territory alignment analysis, account redistribution, and white-space opportunity identificationMonitor quota attainment trends and identify underperformance risks, coverage gaps, and execution opportunitiesAssist leadership with commercial visibility into physician adoption, procedural volume, and account penetration where applicableReconcile revenue and sales performance data across SugarCRM, MedScout, Shopify, Sage, and financial reporting systemsMaintain and improve Excel-based reporting files, forecast models, and dashboard outputs used by leadershipIdentify data discrepancies between CRM, finance, and operational systems and drive correction with the appropriate teamsSupport reporting automation initiatives to improve efficiency, reduce manual work, and increase forecast reliabilityAssist with user acceptance testing (UAT), validation, and deployment of reporting enhancements and new system implementationsAssist with month-end close support, accounting reconcilions, and financial tie-outs between operational and financial reportingPerform ad hoc analysis on revenue drivers, margin trends, territory performance, and executive requestsIdentify process improvement opportunities across reporting workflows, forecast methodology, and operational executionPartner cross-functionally with Finance, Sales, Accounting, and Operations to improve data quality and reporting disciplineQualificationsBachelor’s degree in Finance, Accounting, Economics, Business, or related field1+ years of experience in FP&A, Sales Operations, Revenue Operations, or financial analyticsAdvanced Excel skills required, including pivot tables, XLOOKUP, INDEX/MATCH, SUMIFS, nested formulas, data validation, and large-scale reporting model maintenanceStrong working knowledge of financial statements, revenue flow, forecasting methodology, and variance analysisExperience working with CRM and ERP systems preferred (SugarCRM, Sage, MedScout, Salesforce, NetSuite, or similar)Experience with Power BI, Tableau, SQL, or reporting automation tools preferredStrong attention to detail with the ability to manage high-volume datasets and maintain reporting accuracy under deadlinesStrong communication skills with the ability to clearly explain financial drivers and support leadership decision-making
Optionally, you can add more information later (benefits, pre-screening questions, etc.)