Financial Analyst

The FP&A and Sales Compensation Analyst partners with leaders across Finance, Sales, Operations, and Executive Leadership to provide data-driven financial analysis that supports strategic decision-making and business performance. This role is responsible for budgeting, forecasting, financial modeling, performance reporting, and sales compensation administration.

The Financial Analyst develops insights into revenue, profitability, and operational trends while ensuring accurate commission calculations, incentive reporting, and compensation plan administration. The position serves as a key business partner, helping drive financial discipline, process improvements, and organizational growth.

Competencies

Nimble Learning, Collaborates, Customer Focus, Instills Trust, Action Oriented, Courage, Persuades

Decision Quality, Manages Conflict, Optimize

Work Processes Essential Responsibilities: The following essential functions represent the primary work performed; however, other responsibilities could be expected that are not detailed here but fall within the scope of this role. Develop and maintain financial models, budgets, forecasts, and performance analyses to support business planning and decision-making.

Monitor financial performance against budget and forecast, identify trends, and provide actionable recommendations. Calculate, validate, and administer sales commission, ensuring accurate and timely payouts. Maintain commission models, reporting, and supporting documentation, while responding to inquiries and resolving discrepancies related to sales compensation.

Analyze sales performance, revenue trends, profitability, and incentive plan effectiveness, providing recommendations for improvement. Prepare financial reports, dashboards, and ad hoc analyses that provide insights into key business metrics and support executive decision-making. Collaborate with Accounting and Finance teams to support accurate financial reporting, month-end processes, and data integrity.

Identify and implement process improvements that enhance reporting efficiency, forecasting accuracy, internal controls, and operational effectiveness.

Minimum Skills, Abilities, and Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• 3+ years of business finance or other relevant business experience.
• Experience supporting budgeting, forecasting, and financial reporting processes.
• Experience creating dashboards and reports using Power BI, Tableau, or similar business intelligence tools.
• Advanced proficiency in Microsoft Excel.
• Understanding of Generally Accepted Accounting Principles (GAAP) and financial statement relationship.
• Strong organizational skills, business acumen, and curiosity to dig into complex problems.
• Ability to translate complex financial information into actionable business insights and communicate this effectively with cross-functional partners.
• Strong problem-solving and critical-thinking skills.
• Ability to balance competing priorities in a fast-paced environment.
• High degree of accuracy and attention to detail.

Technology and Systems

PowerBI (preferred) Microsoft Office Suite