Finance Analyst
About The Position
Cotality is seeking a Finance Analyst to join its Center of Excellence, Sales Finance team. This new role serves as a dedicated finance partner to the sales organization, tracking new business results and building dashboards to evaluate return on investment at individual, team, and organizational levels. The analyst will use data analytics and modern technology, including AI tools, to assess sales performance and support financial modeling. The role analyzes sales performance and provides actionable insights to optimize sales efforts. It also supports accurate quota and commission setting, tracking, and payment, and uses predictive analytics to identify business tailwinds and potential issues. The analyst collaborates with sales employees, leadership, and the sales finance team on planning, reporting, decision-making, and process improvement.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent experience.
- At least 2 years of experience in financial analysis, business analysis, new business analysis, or equivalent business experience.
- Advanced proficiency in Excel, including joining multiple data sources, building pivot tables, and using advanced formulas.
- Exceptional presentation and communication skills.
- Strong written and verbal communication skills, including the ability to influence others toward organizational goals, communicate financial results verbally and in reports, and present to leadership.
- Ability to interpret complex data sets and derive actionable insights.
- Strong organizational skills and ability to prioritize tasks and meet deadlines.
- Ability to manage multiple concurrent projects and meet deadlines.
- Highly motivated self-starter with a strategic mindset and a passion for continuous improvement and high performance.
Nice To Haves
- Experience using AI tools such as Copilot or Gemini.
- Experience writing Python code.
- Familiarity with business intelligence tools such as Looker or Power BI.
- Familiarity with commission management software.
- Previous sales commission experience is not required; candidates with strong foundational Excel and data connection skills can be trained.
Responsibilities
- Act as the dedicated finance partner to the sales organization.
- Track new business results, analyze trends, and build dashboards to measure ROI across individual, team, and organizational levels.
- Process monthly commissions and use predictive analytics to identify business tailwinds and potential issues.
- Monitor and adjust quotas as needed to reflect market conditions or company strategy.
- Track quota attainment and provide analysis and actionable recommendations to senior leadership.
- Ensure timely and accurate payment of sales commissions while maintaining transparency and integrity.
- Collaborate with sales employees and leadership to understand their needs and provide financial insights for strategic decision-making.
- Represent the Sales Finance function to senior leadership and communicate and present effectively.
- Assist with annual sales plan creation and quota planning processes.
- Support management reporting requests, special projects, ad hoc analyses, and process improvement initiatives.
Benefits
- Generous paid time off and 11 paid holidays, plus well-being and volunteer time off.
- Up to 16 weeks of fully paid parental leave and a baby stipend.
- Multiple medical plan options with mental health and wellness support offerings.
- 401(k) with company match and vesting after one year.
- $400 annual well-being stipend.
- Tuition assistance up to $5,250.
- Recognition Rewards, referral bonuses, and exclusive discounts.
- Flexible working model.
- Competitive time off and health coverage with meaningful perks and growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
