More jobs:
Finance Analyst
Job in
Irvine, Orange County, California, 92713, USA
Listing for:
Cotality
Full Time
position
Listed on 2026-11-08
Job specializations:
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.
Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.
Job Description:
Are you passionate about driving financial success through data analytics? Cotality is seeking a highly skilled and motivated Finance Analyst to join our dynamic Center of Excellence, Sales Finance team. This is a brand new role where you will be instrumental in tracking new business results. You will serve as a dedicated finance partner to the sales organization.
This role offers a unique opportunity to build out dashboards and open up an entirely new world of analytics by evaluating return on investment at the individual, team, and organizational levels.
You will be responsible for analyzing sales performance, providing actionable insights to optimize sales efforts, and ensuring that sales quotas and commissions are accurately set, tracked, and paid in a timely manner. We heavily leverage modern technology, so you will have the opportunity to use AI tools to enhance coding and financial modeling. If you're a detail-oriented professional with a strong analytical mindset and a passion for data, we’d love to hear from you!
Job Responsibilities Act as the dedicated finance partner.
Track new business results, analyze trends, and build dashboards to measure ROI across individual, team, and organizational levels.
Process monthly commissions and utilize predictive analytics to identify business tailwinds and potential issues.
Monitor and adjust quotas as needed to reflect changes in market conditions or company strategy.
Oversee the tracking of quota attainment, providing insightful analysis and actionable recommendations to senior leadership.
Ensure timely and accurate payment of sales commissions, maintaining transparency and integrity in the process.
Collaborate closely with sales employees and leadership to understand their needs and provide financial insights that drive strategic decision-making.
Represent the Sales Finance function to senior leadership and demonstrate strong communication and presentation skills.
Assist the sales finance team with annual sales plan creation and quota planning processes.
Support management reporting requests, special projects, ad hoc analyses, and process improvement initiatives.
Job Qualifications:
Required Qualifications Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent experience.
Minimum of 2 years of experience in financial analysis, business analysis, new business analysis, or equivalent business experience.
Advanced proficiency in Excel, specifically with the ability to join multiple data sources, build pivot tables, and utilize advanced formulas.
Exceptional presentation and communication skills.
Strong written and verbal communications skills, including an ability to influence people to move toward…
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