Financial Analyst – FP&A & Sales Operations

Overview

This role involves supporting Financial Planning & Analysis (FP&A) and Sales Operations with a focus on revenue reporting, forecasting, sales crediting, and territory performance management. The position collaborates closely with Finance, Sales Leadership, Accounting, and Operations teams to ensure accurate revenue visibility, quota attainment tracking, commission validation, and forecasting across multiple platforms including SugarCRM, MedScout, Shopify, and Sage. The analyst is responsible for maintaining reporting accuracy, identifying key performance drivers, and providing financial analysis to support executive decision-making.

Responsibilities

• Support monthly revenue forecasting, including run-rate analysis, open pipeline review, billing day adjustments, and close probability assumptions
• Analyze actual revenue performance against quota, forecast, and budget; identify variances related to volume, average selling price (ASP), productivity, and timing
• Maintain Monthly Business Review (MBR) reporting and revenue models covering units sold, ASP, sales productivity, and quota attainment
• Track bookings, billings, revenue conversion, and sales productivity metrics across all commercial regions
• Provide revenue pacing analysis and run-rate calculations to assess path-to-plan performance
• Deliver reporting and recommendations to Finance and Sales leadership to aid planning and resource allocation
• 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 correct account-level sales credit assignment per internal compensation rules
• Support territory alignment analysis, account redistribution, and identification of white-space opportunities
• Monitor quota attainment trends and identify risks related to underperformance, coverage gaps, and execution
• 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 financial reporting systems
• Maintain and enhance Excel-based reporting files, forecast models, and dashboards used by leadership
• Identify data discrepancies between CRM, finance, and operational systems and coordinate corrections with relevant teams
• 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
• Provide month-end close support, accounting reconciliations, and financial tie-outs between operational and financial reporting
• Perform ad hoc analyses on revenue drivers, margin trends, territory performance, and executive requests
• Identify process improvement opportunities across reporting workflows, forecasting methodology, and operational execution
• Collaborate 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
• Minimum 1 year of experience in FP&A, Sales Operations, Revenue Operations, or financial analysis
• Advanced Excel skills including pivot tables, XLOOKUP, INDEX/MATCH, SUMIFS, nested formulas, data validation, and managing large-scale reporting models
• Strong understanding of financial statements, revenue flow, forecasting methodologies, and variance analysis
• Experience with CRM and ERP systems preferred (e.g., SugarCRM, Sage, MedScout, Salesforce, NetSuite)
• Familiarity with Power BI, Tableau, SQL, or reporting automation tools is a plus
• Strong attention to detail with the ability to manage high-volume datasets and maintain accuracy under deadlines
• Effective communication skills to clearly explain financial drivers and support leadership decision-making

Location

Location details are not specified.