Financial Analyst – FP&A & Sales Operations

Overview

This role supports FP&A and Sales Operations with a focus on revenue reporting, forecasting, sales crediting, and territory performance management. You will work closely with Finance, Sales Leadership, Accounting, and Operations to maintain accurate revenue visibility, support quota attainment tracking, validate commission outcomes, and strengthen forecasting across systems including SugarCRM, MedScout, Shopify, and Sage.

Responsibilities

• Support monthly revenue forecasting, including run-rate analysis, open pipeline review, billing day adjustments, and close probability assumptions
• Analyze actual revenue performance versus quota, forecast, and budget; identify volume, ASP, productivity, and timing variances
• Maintain Monthly Business Review (MBR) reporting and supporting revenue models across units sold, average selling price (ASP), sales productivity, and quota attainment
• Track bookings, billings, revenue conversion, and sales productivity metrics across all commercial regions
• Provide revenue pacing analysis and required run-rate calculations to determine path-to-plan performance
• Deliver reporting and recommendations to Finance and Sales leadership to support planning and resource allocation decisions
• Maintain territory, regional, and national sales reporting, including actuals vs. quota, sales crediting, out-of-territory coverage, and account ownership validation
• Validate commission calculations and ensure proper account-level sales credit assignment based on internal compensation rules
• Support territory alignment analysis, account redistribution, and white-space opportunity identification
• Monitor quota attainment trends and identify underperformance risks, coverage gaps, and execution opportunities
• Assist leadership with commercial visibility into physician adoption, procedural volume, and account penetration where applicable
• Reconcile revenue and sales performance data across SugarCRM, MedScout, Shopify, Sage, and the financial reporting system
• Maintain and improve Excel-based reporting files, forecast models, and dashboard outputs used by leadership
• Identify data discrepancies between CRM, finance, and operational systems and drive correction with the appropriate team
• Support reporting automation initiatives to improve efficiency, reduce manual work, and increase forecast reliability
• Assist with user acceptance testing (UAT), validation, and deployment of reporting enhancements and new system implementations
• Support month-end close activities, including accounting reconciliations and financial tie-outs between operational and financial reporting
• Perform ad hoc analysis on revenue drivers, margin trends, territory performance, and executive requests
• Identify process improvement opportunities across reporting workflows, forecast methodology, and operational execution
• Partner cross-functionally with Finance, Sales, Accounting, and Operations to improve data quality and reporting discipline

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 1+ years of experience in FP&A, Sales Operations, Revenue Operations, or financial analysis
• Advanced Excel skills required, including pivot tables, XLOOKUP, INDEX/MATCH, SUMIFS, nested formulas, data validation, and large-scale reporting model maintenance
• Strong working knowledge of financial statements, revenue flow, forecasting methodology, and variance analysis
• Strong attention to detail, with the ability to manage high-volume datasets and maintain reporting accuracy under deadlines
• Strong communication skills, with the ability to clearly explain financial drivers and support leadership decision-making

Preferred Qualifications

• Experience working with CRM and ERP systems (SugarCRM, Sage, MedScout, Salesforce, NetSuite, or similar)
• Experience with Power BI, Tableau, SQL, or reporting automation tools