Financial and Sales Operations Analyst

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

📋 Description

• Identify and gather pertinent financial data from all relevant business units, processes, and projects.

• Prepare internal and external reporting packages, including relevant data for presentations to the Board of Directors and investors.

• Support regular budgeting and forecasting activities.

• Create dynamic and user-friendly financial analyses and models to facilitate effective decision-making.

• Assist with ad hoc analysis, benchmarking, and reporting tasks.

• Manage the day-to-day requirements of assigned systems, which includes fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, aiding users with inquiries and training, and recommending new functionalities for potential implementation.

• Respond promptly to customer onboarding and compliance requirements, collaborating with other teams as necessary.

• Support the sales and renewals teams with proposals and quotations.

• Develop and oversee Sales and Professional Services operations sites on SharePoint.

• Create and maintain standardized policies, procedures, and sales resources.

• Proactively recognize inefficiencies in sales operations processes and streamline or automate these processes.

⛳️ Requirements

• Bachelor’s Degree in Finance, Economics, or a related field.

• MBA or CPA certification is preferred.

• Experience in software revenue recognition is required.

• Over 7 years of experience in finance and/or accounting within the high-tech industry.

• Experience across multiple sites or geographies is preferred.

• Familiarity with implementing and managing finance applications.

• Experience with Salesforce.com and SharePoint is an advantage.

• Ability to analyze data with creativity and innovation.

• Excellent strategic thinking and presentation abilities.

• Strong organizational skills and attention to detail.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and career advancement.

• Flexible working arrangements and a supportive work environment.