Sr. Financial Analyst

Sr. Financial Analyst will support Sales Finance organization, with a primary focus on pricing strategy, profitability, incentive compensation planning, modeling, & performance analysis. This role will partner closely with Sales, HR, and Finance leadership to design, administer, and optimize sales compensation programs that drive growth, align with company strategy, and ensure accuracy, compliance, and transparency. The role will also lead the development of product line profitability for all major Health and Benefits products.

The ideal candidate combines strong financial modeling skills, business acumen, and the ability to translate complex compensation structures into actionable insights.

• Collaborate with leaders in Finance, Business Units, Sales, Human Capital, Senior Leadership Team and CFO to assess reporting needs and drive business analytics for initiatives
• Responsible for creating advanced forecasts, analytics, financial models, and management reporting

• Support the design, modeling, administration and planning of sales incentive compensation plans aligned to company goals
• Evaluate plan effectiveness and recommend enhancements to drive performance and retention
• Partner with Sales Leadership and HR to ensure compensation plans are competitive and aligned with market practices
• Document plan structures, rules, and payout methodologies
• Support commission calculation processes, ensuring accuracy and timeliness of payouts

• Utilize data to tell a story and drive insights while tailoring messaging based on the audience
• Create accurate, compelling, and effective high-level presentations for executives
• Collaborate with varying levels of business leadership and Finance colleagues
• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.

• Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics
• Support forecasting, expense management, & budget planning processes
• Identify and track key indicators and trends in alignment with the operational plan. Initiate needed improvements to processes and reporting and drive them to conclusion
• Analyze sales performance against quotas, commission attainment, and payout trends
• Track key metrics such as attainment, pay-for-performance alignment, and quota coverage
• Other duties as assigned.