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

Related Job Pages

More Financial Planning and Analysis Jobs

Full TimeRemoteTeam 10,001+Since 2020H1B No Sponsor

SAP and A&D Functional Business System Expert supporting finance operations

ERP
Arizona
$101K - $203K / year
Financial Planning and Analysis142 days ago
Full TimeRemoteTeam 10,001+Since 2020H1B No Sponsor

SAP ABAP Developer in Manufacturing Finance for aerospace systems

Arizona
$101K - $203K / year
Financial Planning and Analysis142 days ago
Full TimeRemoteTeam 10,001+Since 2020H1B No Sponsor

SAP ABAP Developer for Manufacturing Finance at RTX Corporation

Arizona
$66K - $130K / year
Financial Planning and Analysis142 days ago
Full TimeRemoteTeam 1-10H1B No Sponsor

Associate Director of FP&A supporting CFO in financial initiatives at Fortitude Mining

Connecticut + 2 moreAll locations: Connecticut, Illinois, New York