Financial Analyst - Software Go-to-Market (Austin-Remote)

Overview

This Financial Analyst role partners with Sales and Marketing to provide critical data insights that support strategic decision-making. A core responsibility is budgeting, forecasting, and analyzing new sales. The position supports the annual budget process, builds reporting and forecasting models, and delivers decision-ready insights to Sales leadership and executive stakeholders.

Responsibilities

• Maintain and help build new sales analytic and forecasting models to support the new sales forecasting process
• Perform variance, historical trend, product mix, and pipeline analyses, plus other ad hoc analyses as needed
• Design, develop, and deliver accurate reports and dashboards that provide business insights
• Build validation, reconciliation, and error-checking into models and reports
• Support the annual budget process by maintaining and updating the new sales budget model
• Manage and forecast expenses for Sales and Marketing organizations, including detailed commissions modeling
• Prepare presentation materials and analyses for Sales leaders, the Executive Leadership Team, and other target audiences as needed
• Identify and automate manual and repetitive reporting to reduce turnaround time and free capacity for strategic decision support
• Ongoing review and process improvement of current processes, including data organization, version control, and modeling
• Other duties as assigned

Requirements / Qualifications

• BA/BS degree in a relevant field
• 2-4 years of Financial Planning & Analysis (or similar) experience
• Advanced knowledge of MS Office (predominantly Excel and PowerPoint)
• Experience with ERP and planning software (Workday Adaptive/OfficeConnect, Netsuite, Salesforce)
• Experience with data visualization tools (Tableau, Power BI, etc.)
• Experience with AI tooling to drive automation (Claude)
• Experience building scalable, repeatable processes
• Strong aptitude for statistical and quantitative analysis
• Interpersonal, team, and communication skills, with the ability to manage relationships across all levels of the organization
• Strong attention to detail and accuracy
• Software industry experience supporting a go-to-market and/or sales function strongly preferred

Preferred Qualifications

• Software industry experience supporting a go-to-market and/or sales function

Key Competencies

• Solid understanding of accounting, budgeting, and forecasting processes
• Ability to interpret and implement business decisions into financial metrics
• Sound knowledge of business analysis and financial modeling
• Strong organization and planning skills with the ability to work in a time-sensitive environment
• Self-starter with the ability to manage defined tasks and deliverables independently
• Strong interpersonal, team, and communication skills, including with the Executive Leadership Team
• Attention to detail and accuracy

Compensation & Benefits

• Not specified in the provided job description.

Location

• Houston, TX or Dallas, TX or Austin, TX
• Model of Work: Hybrid (working on-site and in-office a minimum of 2 days/week) if located in Houston or Dallas; Remote with Travel if the work location is Austin

Additional Details

• Background check required: Criminal History Check, Education Verification, Employment Verification, Driver’s License Verification, and passport/ID validation
• Visa Sponsorship: Employment eligibility to work in Canada is required; the employer will not pursue visa sponsorship for this position. The successful candidate must maintain and renew any visas or permits that grant employment eligibility where applicable.
• Equal Opportunity Employer: All qualified applicants will receive consideration without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.
• Reasonable accommodation: Applicants needing accommodation for the application and/or interview process should notify a member of the Human Resources Department.