Finance Director, Revenue & Margin

Overview

This role is part of the organization’s FP&A team and involves partnering closely with Sales and Operations, Kiosk Pricing, and Device Processing. The Finance Director, Revenue will manage the corporate revenue and gross profit model by tracking weekly sales across multiple sales channels, reporting revenue and margin projections, identifying pricing opportunities, and flagging potential risks.

The Director will also work to uncover opportunities to automate sales execution processes and contribute to ad hoc projects, with a strong focus on partnering with the Business Intelligence team to organize and present relevant information.

Responsibilities

• Own the corporate revenue and gross profit model, ensuring it is timely, accurate, manageable, explainable, and aligned with business goals.
• Track and monitor multiple revenue streams, analyzing actual performance versus forecasts for upper management.
• Provide guidance on optimizing sales channel routing decisions to improve efficiency and performance in Sales Operations.
• Provide actionable insights and recommendations based on data-driven analysis.
• Analyze financial and operational data to assess current and future business performance.
• Identify trends and suggest strategies to improve financial performance.
• Develop and execute what-if analysis and simulations for risk profiling.
• Present results and recommendations to management to improve performance.
• Document all tools, models, and analyses in clear, accessible formats.
• Develop and present regular reports (MBRs, QBRs, Weekly Sales Decks) to business leaders using Tableau, PowerPoint, Excel, and other tools.
• Provide consistent, standardized reporting for business stakeholders.

Requirements

• Bachelor’s degree in business or a related field is required; MBA preferred.
• Minimum of 15 years of experience using data to solve complex financial challenges, with emphasis on revenue and margin management.
• Strong analytical toolset in Tableau (nice to have: VBA, SQL, and Alteryx).
• Expert in Microsoft Excel and PowerPoint is essential.
• Ability to blend technical expertise with business insights and communicate solutions to complex problems effectively.
• Strong organizational skills and exceptional attention to detail.
• Strong sense of responsibility and ownership, with a commitment to delivering high-quality results while understanding business impact.
• Excellent written and verbal communication skills, with the ability to engage effectively with all levels of management.

Preferred Qualifications

• MBA
• Experience with VBA, SQL, and Alteryx

Compensation & Benefits

• Pay range: $180,000K to $200,000K
• Eligible for short-term and long-term incentives based on individual and company performance.
• Base pay may vary based on job-related knowledge, skills, and experience; information provided in accordance with CA SB 1162.

Location

• Remote within the United States

Business Travel

• 10% (conferences and off-sites as needed)