Finance Analyst

Cotality • Irvine, CA

2d

About The Position

Cotality is seeking a Finance Analyst to join its Center of Excellence, Sales Finance team. This newly created role serves as a dedicated finance partner to the sales organization, tracking new business results and developing dashboards to evaluate return on investment at individual, team, and organizational levels. The analyst will analyze sales performance, provide insights to optimize sales efforts, and help ensure sales quotas and commissions are accurately set, tracked, and paid on time. The role also uses modern technology, including AI tools, to support coding and financial modeling.

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 Excel proficiency, 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, communicate financial results through reports and verbally, and present information to leadership.
• Ability to interpret complex data sets and derive actionable insights.
• Strong organizational skills and the ability to prioritize tasks and meet deadlines.
• Ability to manage multiple concurrent projects and meet deadlines.
• Self-motivated, strategic, and committed to 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; training is available for candidates with strong foundational Excel and data connection skills.

Responsibilities

• Partner with the sales organization as its dedicated finance partner.
• 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 to reflect changes in 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 findings effectively.
• Assist with annual sales plan creation and quota planning.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level