Manager Financial Planning and Analysis - Sales

Financial Planning And Analysis Team Member

We are looking to expand our Financial Planning and Analysis team, where the candidate will be extensively focused on business analytics and help the senior management in driving key business decisions. This position offers an excellent opportunity to understand the overall business operations from a Top-Level Management perspective.

We are seeking an ambitious and highly motivated finance professional with a proven track record of excellence and a demonstrated ability to lead, mentor, and grow teams.

What you'll do & how you'll make your mark:

You will work directly with the US sales team on reporting, forecasting, and strategic initiatives, with a focus on optimizing the sales funnel and pipeline. Strong skills in business case development are required, along with the ability to analyze sales performance metrics to drive revenue growth.

• Revenue analysis 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 (e.g., lead conversion rates, pipeline velocity).
• Revenue forecast and planning 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.
• Sales funnel and pipeline management 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.
• Analyzing complex data sets Extract actionable insights from sales and financial data to inform strategic decisions, support cross-functional collaboration, and enhance sales strategies.
• Improve revenue forecasting / pacing processes Refine models incorporating sales pipeline dynamics, historical funnel data, and market trends to achieve more accurate pacing and forecasting.
• Daily / Weekly / Monthly reporting Generate reports on sales performance, including pipeline coverage, funnel metrics (e.g., win rates, average deal size), and revenue attribution.
• Forecasting and reporting of Key KPIs Track and report on sales-specific KPIs such as pipeline value, stage-to-stage conversion, sales cycle length, and quota achievement.
• Monitoring and planning Marketing Expenses Align marketing spend with sales funnel needs, analyzing ROI on lead generation and nurturing activities.
• Business planning support for new products / markets / initiatives Evaluate potential impacts on sales pipelines and funnels for new launches, providing financial modeling and risk assessments.
• Own and improve ongoing reporting and analysis processes Automate periodic reporting on sales funnel and pipeline metrics; identify opportunities to drive efficiencies in data handling and visualization.
• Prepare quick and accurate ad-hoc reports Respond to specific business requirements, such as custom analyses of pipeline gaps or funnel drop-off points.

Who you are & what you'll need to succeed:

• 3-5 years of experience in business finance, with a focus on sales FP&A, including analytics, dashboard creation, and presentations to senior management and sales leadership.
• 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.

Desired Skills and Expertise:

• 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.

Why you'll love us:

• Work-life balance. Our work is thrilling and meaningful, but we know balance is key to living well.
• We celebrate one another's differences. We're proud of our culture of diversity and inclusion. We foster a culture of belonging. Our company and customers benefit when employees bring their authentic selves to work. We have programs that bring us together on important issues and provide learning and development opportunities for all employees. We have 20+ affinity groups where you can network and…