Financial Analyst - Remote

Overview

This role supports the finance team by providing financial analysis and reporting that informs strategic decisions, with a primary focus on budgeting, forecasting, and analysis of new sales performance. You will work closely with Sales and Marketing to support financial planning and growth objectives.

Responsibilities

• Build and maintain sales analytics and forecasting models to support accurate sales projections
• Perform variance analysis, historical trend evaluation, product mix assessments, and pipeline reviews to guide business decisions
• Create, develop, and deliver reports and dashboards with actionable business insights
• Implement validation, reconciliation, and error-checking mechanisms within financial models and reporting
• Support the annual budgeting process by updating and managing new sales budget models
• Manage and forecast Sales and Marketing expenses, including detailed commissions modeling
• Prepare presentation materials and financial analyses for Sales Leaders, Executive Leadership, and other stakeholders
• Identify opportunities to automate manual reporting to improve efficiency and reduce turnaround times
• Continuously review and enhance processes related to data organization, version control, and financial modeling
• Perform additional duties as assigned to support the Finance team and broader organization

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• 2–4 years of experience in Financial Planning & Analysis or a similar finance role
• Advanced proficiency in Microsoft Excel and PowerPoint
• Experience with ERP and planning software such as Workday Adaptive, OfficeConnect, Netsuite, and Salesforce
• Familiarity with data visualization tools such as Tableau or Power BI
• Experience leveraging AI tools for automation, such as Claude
• Proven ability to build scalable and repeatable financial processes
• Strong quantitative and statistical analysis skills
• Excellent interpersonal, communication, and relationship management skills across all organizational levels
• Detail-oriented with a focus on accuracy

Preferred Qualifications

• Experience in the software industry supporting go-to-market or sales functions

Location

• Hybrid work model for Houston and Dallas locations; on-site presence at least two days per week
• Austin role is remote with travel as needed

Compensation & Benefits

• Competitive salary and comprehensive benefits package
• Opportunities for professional growth and development within a rapidly expanding company
• Collaborative and inclusive company culture committed to diversity, equity, and inclusion
• Access to cutting-edge tools and technology in financial planning and analytics
• Employee wellness programs and support resources

Equal Opportunity

The employer is an Equal Opportunity Employer and provides equal employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by applicable federal, state, or local law. Applicants requiring reasonable accommodation during the application or interview process are encouraged to contact Human Resources for assistance.