Financial Analyst

Financial Analyst

The Financial Analyst partners with Finance, Sales, Operations, and executive leadership to provide data-driven insights that support strategic decision-making and business performance. This role supports budgeting, forecasting, financial reporting, sales compensation administration, and performance analysis, while developing insights into revenue, profitability, and operational trends. As a key business partner, the Financial Analyst helps drive financial discipline, process improvements, and organizational growth.

Competencies:

Nimble Learning - Collaborates - Customer Focus - Instills Trust - Action Oriented

Courage - Persuades - Decision Quality - Financial Acumen - Optimize Work Processes

Build authentic, trusted relationships that promote collaboration, inclusion, and a culture that lives our values every day (Integrity, Dependability, Connection, Action, Growth)

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.

• 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.
• Leverage AI-enabled tools and creative applications to automate redundant manual work, improve reporting workflows, deepen analysis, identify patterns or anomalies, and generate more timely, actionable business insights.
• Develop, maintain, and update financial models, budgets, forecasts, and performance analyses to support business planning, revenue visibility, expense management, and strategic decision-making.
• Support recurring forecast cycles by partnering with business leaders to gather key assumptions and update revenue and expense projections.
• Assist in the annual budgeting process by coordinating templates, gathering and validating department inputs, analyzing assumptions, preparing supporting schedules, and helping consolidate financial data for leadership review.
• Monitor financial performance against budget and forecast, identify trends, explain variances, and provide actionable recommendations.
• 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.
• Build and maintain strong cross-functional partnerships with key business leaders to ensure alignment, support decision-making, and drive organizational performance.

Minimum Skills, Abilities, and Requirements:

• Bachelor's degree in Finance, Accounting, 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 relationships.
• Strong organizational skills, business acumen, and curiosity to dig into complex problems.
• Ability to translate complex financial information into actionable business insights, tell a clear story with data, and communicate concise recommendations effectively to cross-functional partners and non-finance audiences.
• Strong data entry skills and attention to detail with ability to follow process work flows and procedures.
• Creative, and results oriented mindset with the ability to collaborate with others to identify and solve issues, make proactive recommendations, and lead through influence.
• Self-directed work style, able to work within a fast-paced team environment.
• Ability to manage multiple projects and/or tasks, prioritize to meet deadlines, and deliver results

Technology and Systems:

• PowerBI (preferred)
• Microsoft Office Suite, advanced in Excel