POSITION SUMMARY
The Financial Analyst role will support both the commission and revenue finance teams. For commission finance, they will support incentive design, compensation strategy, and territory analytics. For the revenue responsibilities they will assist in forecasting, budgeting, and help ensure sales objectives are achieved versus target. The individual will partner closely with Field Leadership, Sales Operations, and HR to support business priorities and ensure financial objectives are met.
MAIN DUTIES/RESPONSIBILITIES
- Build a deep understanding of the business, effectively communicate results, and present recommendations to leadership team members.
- Identify opportunities for process improvements and automation within sales compensation systems to enhance efficiency and accuracy.
- Answer questions from managers related to sales compensation plans, calculations, and payout structures.
- Input data into sales compensation systems, ensuring accuracy and consistency across all records.
- Issue and track commission-related documents to commissionable employees and managers, maintaining relevant commission plan templates and executed agreements.
- Assist sales leadership and management in short-term and long-term headcount planning, territory design, account alignment proposals, and identifying future expansion opportunities
- Collaborate cross functionally and provide detailed sales analysis to support Annual Operating targets
- Compile data from multiple sources, perform variance and trend analysis, and build clear, accurate outputs (tables, charts, dashboards) for stakeholder review.
- Manage the quarterly sales forecasting process. Identify and quantify forecast assumptions. Highlight the gaps and help sales leaders understand and communicate needs.
- Analyze sales and patient flow trends: establish what good and bad look like and regularly highlight examples of both.
QUALITY SYSTEM RESPONSIBILITIES
- Document product and therapy related field reports within the prescribed timelines and provide any necessary documents required to complete the investigation. Provide follow-up reporting as needed.
- Complete training requirements and competency confirmations as required for this position within the required timeline.
- Comply with applicable quality system procedures/policies and make suggestions for continuous process improvement.
QUALIFICATIONS
Educational Requirements:
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
Required Experience:
- Minimum of 1-2 years of experience in Financial Planning & Analysis (FP&A), corporate finance, accounting, business analysis, or a related finance function.
- Strong analytical and financial modeling skills, with the ability to interpret complex data and provide actionable business recommendations.
- Proficient in Microsoft Excel and PowerPoint; experience with ERP systems, financial planning tools, and business intelligence platforms preferred.
- Demonstrated ability to manage multiple deadlines, coordinate deliverables across stakeholders, and communicate effectively with finance and business leaders.
Preferred Experience:
- Prior Experience in Corporate of business FP&A team supporting sales
- Public Company Experience
- Experience with OneStream and Power BI
- Experience with SPFF
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