Financial Analyst - Sales

This position is posted by Jobgether on behalf of ActivTrak. We are currently looking for a Financial Analyst - Sales in Texas (USA).

Join a fast-paced and data-driven environment where your financial insights will shape strategic sales decisions. In this role, you will support forecasting, revenue optimization, and performance analysis to help teams drive growth and operational efficiency. Ideal for someone who thrives on cross-functional collaboration and has a passion for translating complex data into actionable business insights, this position offers a unique opportunity to have a direct impact on sales success and overall business performance.

Accountabilities:

·         Analyze sales performance metrics, pipeline trends, and customer segmentation to generate strategic insights.

·         Collaborate with Sales and Finance to build accurate forecasts and maintain budget tracking with variance analysis.

·         Monitor revenue by product, territory, and sales rep; identify trends, opportunities, and potential risks.

·         Create and maintain dashboards, KPIs, and reports to guide executive and sales leadership decisions.

·         Develop financial models related to sales compensation, quota attainment, pricing, and ROI for initiatives.

·         Work cross-functionally with Marketing, Sales Ops, and Finance to ensure alignment on targets and performance.

·         Conduct deep-dive analyses into customer behavior, deal structures, and other key business drivers.

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

·         2–5 years of experience in financial analysis, preferably supporting sales or commercial functions.

·         Proficiency in Excel and financial modeling.

·         Experience with BI tools (e.g., Power BI), CRM platforms (e.g., Salesforce, Clari), and ERP/FP&A tools (e.g., NetSuite, Cube).

·         Strong communication skills, with the ability to present complex data in a clear, actionable format.

·         Highly organized, analytical, and able to work independently in a fast-paced environment.

·         Preferred: Experience in SaaS or high-growth B2B settings; MBA or CFA certification.

·         Competitive compensation package

·         Fully remote position within the United States

·         Minimal travel expectations

·         Inclusive and supportive work environment

·         Access to modern tools and technologies

·         Low physical demands

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.
When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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