Finance Manager, Global Sales & Marketing (GSMS) FP&A

Broadridge•New York, NY

2d•Hybrid

About The Position

The Manager, Global Sales Marketing Solution (GSMS) Sales Analytics & Reporting supports financial strategy, planning, and performance management for GSMS. Reporting to the GSMS FP&A Director, this role serves as a key partner to global go-to-market leadership, translating sales activity, pipeline dynamics, and financial outcomes into actionable insights. This role will play a critical part in elevating sales visibility, strengthening forecasting accuracy, and driving accountability across bookings, pipeline, and revenue performance.

Requirements

5+ years of experience in FP&A, sales finance, revenue analytics, or related field
Strong understanding of sales metrics and revenue drivers, including pipeline management, bookings, and forecasting methodologies
Proven ability to translate data into insights and influence decision-making with senior stakeholders
Experience working with Salesforce data and sales reporting environments
Strong financial modeling skills with an understanding of how sales activity translates into P&L impact
Excellent communication skills, with the ability to tell a clear, compelling story using data
Proactive, solutions-oriented mindset with a focus on continuous improvement and automation
Highly collaborative, with the ability to partner across Finance, Sales, and Operations in a matrixed environment
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Proficient in Salesforce, Power BI, TM1, Oracle required; SQL, Python, or other data analytics tools strongly preferred

Responsibilities

Own sales performance reporting and analytics, including bookings, pipeline, revenue conversion, and productivity metrics across GSMS
Partner with Sales leadership to provide insights into pipeline health, deal progression, win/loss trends, and forecasting accuracy
Enhance sales forecasting processes, integrating pipeline data with financial outlooks to improve predictability and transparency
Lead development of executive-level dashboards and reporting, delivering clear, actionable insights for senior leadership and earnings preparation
Analyze sales productivity and efficiency, including coverage ratios, quota attainment, and ROI on sales investments
Support monthly and quarterly business reviews, including variance analysis, performance storytelling, and key driver identification
Collaborate with Sales Operations and other Business units to ensure alignment between financial reporting, CRM data (Salesforce), and business metrics
Drive data integrity and governance across sales reporting, ensuring consistency across pipeline, bookings, and financial systems
Identify opportunities to automate and streamline reporting, leveraging tools such as Power BI, and other analytics platforms
Support strategic initiatives, including territory planning, investment prioritization, and go-to-market optimization