Senior Financial Analysis Manager – Sales

Senior Financial Analysis Manager – Sales

Requirements

• 10+ years of progressive experience in FP&A Sales or FP&A GTM roles.
• FP&A experience partnering with go-to-market teams—including Field Sales, Channel Sales, and Customer Success—to drive revenue forecasting, performance analysis, and strategic planning.
• Proven track record in FP&A and Sales Finance roles within high-growth or technology-driven companies.
• Strong focus on ARR and renewals performance in a SaaS subscription-based environment; experienced in partnering with Renewals and Customer Success teams to improve retention, forecast churn, and drive revenue optimization.
• Deep understanding of key sales processes, metrics, and tools used to support sales motions across direct and channel teams.
• Strong grasp of topline drivers and ability to influence business partners through data-driven insights and strategic recommendations.
• Experience designing and managing sales compensation and commission structures that align with company goals and seller behavior.
• Proficient in topline planning and spend management, including scenario modeling and trade-off analysis.
• Skilled in headcount planning, workforce investment analysis, and operating expense management.
• Advanced proficiency in Excel, including complex formulas, pivot tables, and financial modeling best practices.
• Experienced with Adaptive Planning and other FP&A tools for budgeting, forecasting, and scenario planning.
• Exceptional analytical and financial modeling skills with strong attention to detail and accuracy.
• Skilled in distilling complex financial data into clear, executive-ready insights and recommendations.
• Effective at influencing and collaborating with cross-functional stakeholders across Sales, Marketing, and Operations.
• Comfortable operating in dynamic, fast-paced environments with shifting priorities and business needs.

Responsibilities

• Serve as a strategic finance partner to the Americas Sales leadership, providing comprehensive support across forecasting, budgeting, and performance management.
• Own and manage the Americas Sales P&L, including monthly variance analysis, headcount reviews, and operating expense tracking.
• Deliver accurate, stress-tested quarterly forecasts with monthly rolling updates, ensuring alignment with broader corporate objectives.
• Lead the development and communication of financial insights to the senior leadership team and executives, highlighting key drivers, risks, and opportunities relative to plan.
• Partner cross-functionally with Sales Operations, Product, and Corporate Finance to support strategic initiatives and optimize resource allocation.
• Drive enhancements in financial reporting capabilities, including KPI tracking, customer and revenue trend analysis, and topline performance metrics.
• Oversee monthly close activities, including accruals and detailed financial variance commentary for executive reporting packages.
• Own the monthly operating expense forecast process using Adaptive Planning, ensuring accuracy, accountability, and consistency.
• Support the centralized sales functions and assist with deal desk activities including quote approvals and promo request reviews.
• Develop and maintain financial models to support pricing strategies, go-to-market planning, and other key business decisions.
• Lead and support the annual planning and long-range planning processes in collaboration with business stakeholders.
• Perform reconciliations and ensure data integrity across systems and reporting outputs.
• Drive continuous improvement initiatives to streamline processes and elevate the finance function’s strategic value to the business.

Preferred Qualifications

No preferred qualifications provided.