Manager, Financial Planning and Analysis – Sales
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 1,001-5,000Since 2021H1B SponsorCompany SiteLinkedIn
Location
United States
Posted
142 days ago
Salary
$115K - $140K / year
Seniority
Senior
Postgraduate Degree3 yrs expEnglishTableau
Job Description
• Work directly with the US sales team on reporting, forecasting, and strategic initiatives, with a focus on optimizing the sales funnel and pipeline
• Develop and maintain revenue models, including product pricing, customer tenure segmentation, and KPIs at the brand, customer, and product level
• Conduct deal analysis, provide FP&A inputs for large promotions, sales activities, and evaluate sales funnel efficiency
• Collaborate with marketing, support, and sales teams to define targets, build sales forecasts based on pipeline data, and model scenarios for funnel optimization and quota attainment
• Monitor and analyze the sales pipeline stages, identify bottlenecks, forecast pipeline health, and recommend strategies to improve conversion rates, deal progression, and overall sales efficiency
• Extract actionable insights from sales and financial data to inform strategic decisions, support cross-functional collaboration, and enhance sales strategies
• Refine models incorporating sales pipeline dynamics, historical funnel data, and market trends to achieve more accurate pacing and forecasting
• Generate reports on sales performance, including pipeline coverage, funnel metrics, and revenue attribution
• Track and report on sales-specific KPIs such as pipeline value, stage-to-stage conversion, sales cycle length, and quota achievement
• Align marketing spend with sales funnel needs, analyzing ROI on lead generation and nurturing activities
• Evaluate potential impacts on sales pipelines and funnels for new launches, providing financial modeling and risk assessments
• Automate periodic reporting on sales funnel and pipeline metrics; identify opportunities to drive efficiencies in data handling and visualization
• Respond to specific business requirements, such as custom analyses of pipeline gaps or funnel drop-off points
Job Requirements
- 3-5 years of experience in business finance, with a focus on sales FP&A
- CPA, MBA, or Master's in Finance; experience in SaaS environments is a plus
- Proven ability to develop and present business cases that incorporate sales funnel and pipeline data to drive strategic decision-making and investments
- Exceptional knowledge of Advanced Excel for modeling sales pipelines and funnels
- Ability to drive outcomes through a matrix organization with multiple stakeholders, including sales, marketing, and operations teams
- Highest standards of accuracy and precision; highly organized, with a data-driven approach to sales performance
- Ability to work under pressure and meet tight deadlines; requires excellent time management skills in a fast-paced sales environment
- Proven experience with Tableau to design, develop, and maintain interactive dashboards and reports that visualize sales funnel stages, pipeline health, and key metrics to drive data-driven decision-making and enhance financial analysis
- Strong understanding of SaaS revenue models, including subscription metrics, revenue recognition, churn analysis, sales funnel optimization, and pipeline management to support accurate forecasting and strategic planning.
Benefits
- Health Insurance options to fit you
- HSA
- Medical
- Dental
- Vision
- Matching 401K
- Life/AD&D/STD/LTD
- Tuition Reimbursement
- Pet Insurance
- Generous vacation policy
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