Financial Analyst – FP&A, Sales Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in monthly revenue forecasting, covering run-rate analysis, open pipeline review, billing day modifications, and close probability evaluations.

• Evaluate actual revenue performance against quota, forecast, and budget; distinctly highlight variances in volume, ASP, productivity, and timing.

• Oversee Monthly Business Review (MBR) reporting and the associated revenue models related to units sold, average selling price (ASP), sales productivity, and quota achievement.

• Monitor bookings, billings, revenue conversion, and sales productivity metrics across all commercial regions.

• Provide revenue pacing analysis and necessary run-rate calculations to assess path-to-plan performance.

• Present reports and recommendations to Finance and Sales leadership to aid in planning and resource allocation decisions.

• Manage territory, regional, and national sales reporting, including actuals versus quota, sales crediting, out-of-territory coverage, and account ownership verification.

• Confirm commission calculations and ensure accurate account-level sales credit assignment based on internal compensation guidelines.

• Aid in territory alignment analysis, account redistribution, and identification of white-space opportunities.

• Track quota attainment trends and pinpoint risks of underperformance, coverage gaps, and execution chances.

• Support leadership with commercial insights into physician adoption, procedural volume, and account penetration when applicable.

• Reconcile revenue and sales performance data between SugarCRM, MedScout, Shopify, Sage, and financial reporting systems.

• Maintain and enhance Excel-based reporting files, forecasting models, and dashboard outputs utilized by leadership.

• Detect data discrepancies among CRM, finance, and operational systems and facilitate corrections with the appropriate teams.

• Contribute to reporting automation initiatives to boost efficiency, minimize manual tasks, and enhance forecast reliability.

• Assist in user acceptance testing (UAT), validation, and deployment of reporting upgrades and new system implementations.

• Aid in month-end close support, accounting reconciliations, and financial tie-outs between operational and financial reporting.

• Conduct ad hoc analyses on revenue drivers, margin trends, territory performance, and executive requests.

• Recognize opportunities for process improvements across reporting workflows, forecasting methodologies, and operational execution.

• Collaborate cross-functionally with Finance, Sales, Accounting, and Operations to enhance data quality and reporting standards.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

• Over 1 year of experience in FP&A, Sales Operations, Revenue Operations, or financial analytics.

• Proficient in advanced Excel, including pivot tables, XLOOKUP, INDEX/MATCH, SUMIFS, nested formulas, data validation, and large-scale reporting model maintenance.

• Solid understanding of financial statements, revenue flow, forecasting methodologies, and variance analysis.

• Preferred experience with CRM and ERP systems (SugarCRM, Sage, MedScout, Salesforce, NetSuite, or similar).

• Preferred experience with Power BI, Tableau, SQL, or reporting automation tools.

• Exceptional attention to detail with the capability to manage high-volume datasets and ensure reporting accuracy within deadlines.

• Strong communication skills with the ability to clearly articulate financial drivers and support leadership in decision-making.

🏝️ Benefits

• Options for remote work.