Financial Analyst - Remote

Overview

This role supports the finance team by partnering closely with Sales and Marketing to provide financial insights for strategic initiatives. Key responsibilities include building and maintaining sales forecasting models, performing variance analysis, and creating financial reports and dashboards. Depending on location, the position offers a hybrid work model in Houston and Dallas (on-site presence at least two days a week) or a remote work arrangement with travel in Austin.

Responsibilities

• Develop and maintain sales analytics and forecasting models to support accurate sales projections
• Conduct variance analysis, historical trend reviews, product mix assessments, and pipeline evaluations to inform strategic decisions
• Create and deliver detailed reports and dashboards that provide actionable business insights to leadership
• Implement validation, reconciliation, and error-checking processes within models and reports to ensure data integrity
• Support the annual budgeting process by updating and maintaining sales budget models
• Forecast and manage expenses for Sales and Marketing teams, including detailed commissions modeling
• Prepare presentation materials and analyses for Sales Leaders, Executive Leadership, and other stakeholders
• Identify opportunities to automate manual reporting processes to improve efficiency and reduce turnaround times
• Continuously review and improve existing processes related to data organization, version control, and financial modeling
• Perform ad hoc analysis and support additional duties as assigned by management

Requirements

• BA/BS degree in Finance, Accounting, Economics, or a related field
• 2–4 years of experience in Financial Planning & Analysis or similar roles
• Advanced proficiency in MS Office, particularly Excel and PowerPoint
• Experience with ERP and planning software such as Workday Adaptive, Netsuite, Salesforce
• Proficiency in data visualization tools like Tableau or Power BI
• Experience with AI tools (e.g., Claude) for automation and process enhancement
• Strong analytical skills with a focus on statistical and quantitative analysis
• Ability to develop scalable, repeatable financial processes
• Excellent interpersonal and communication skills to manage relationships across all organizational levels
• Strong attention to detail and accuracy in financial reporting

Preferred Qualifications

• Software industry experience supporting sales or go-to-market functions

Compensation & Benefits

• Competitive salary and performance-based incentives
• Health, dental, and vision insurance plans
• Retirement savings plans with company matching
• Flexible work arrangements including hybrid and remote options
• Paid time off and holidays
• Professional development opportunities and training programs

Location

• Hybrid in Houston and Dallas (on-site presence at least two days a week), or
• Remote work with travel in Austin

Equal Opportunity

The employer is an equal opportunity employer and is committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.