Junior Financial Analyst

RevSpring•Nashville, TN

13h

About The Position

The Junior Financial Analyst, Commercial Finance helps RevSpring’s Sales team evaluate opportunities, move commercial deals through the sales process with clear financial information, and measure the financial performance of closed bookings. Working day to day with and receiving training from a Senior Financial Analyst, the analyst organizes sales and finance data, prepares deal economics and reporting, and helps ensure key assumptions and approvals are documented. The role builds foundational skills in commercial finance, forecasting, pricing analysis, and business partnership while contributing to a growing, data-informed sales process. The analyst prepares and maintains deal-level financial analyses; gathers and checks inputs from business partners; assesses deal scenarios and pricing sensitivity; and supports deal reviews with materials, action tracking, and documentation. The role also maintains closed-bookings tracking, reconciles bookings information to Salesforce and finance reporting, analyzes trends and pipeline movement, and supports bookings-to-revenue analysis. The position supports weekly forecasting and recurring deal reviews, helps validate Salesforce data quality, applies sales qualification and deal-review frameworks including MEDDPICC concepts, and coordinates information flow across relevant teams. It also refreshes reports and dashboards, organizes documentation, identifies opportunities to improve or automate processes, and uses approved AI and automation tools with validation and appropriate handling of confidential information.

Requirements

Strong Excel skills, including organizing data, using formulas, and checking calculations; interest in developing financial modeling skills.
High attention to detail and ability to manage recurring deadlines, keep work organized, and follow processes consistently.
Clear written and verbal communication skills, including the ability to explain questions, summarize findings, and work constructively with Sales and Finance colleagues.
Curiosity about how sales activity, pricing, bookings, and customer implementation timing affect revenue and business performance.
Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field; equivalent relevant education or experience may be considered.
0–1 year of experience in financial analysis, accounting, sales operations, or a related internship or co-op role.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; write reports, business correspondence, and procedure manuals; present information effectively and respond to questions from internal and external sources.

Nice To Haves

Exposure to Salesforce, Power BI or similar reporting tools, planning systems such as Pigment, or financial systems such as NetSuite.
Basic familiarity with SQL, data visualization, or workflow automation, and willingness to learn new systems and analytical tools.
Experience using generative AI or automation for analytical tasks, with attention to validation, privacy, and responsible use.
Interest in healthcare technology, payments, communications, SaaS, or other business-to-business services.

Responsibilities

Prepare and maintain deal-level financial analyses, including expected bookings or ARR, contract term, pricing, discounts, payment structure, product mix, and key assumptions.
Gather and organize inputs from Sales, Sales Operations, Finance, and other partners; identify missing or inconsistent information and follow up.
Assess deal scenarios and create pricing sensitivity analyses; summarize financial tradeoffs and potential risks for review by the Senior Financial Analyst and appropriate decision-makers.
Support deal-review meetings by preparing concise materials, tracking action items and open questions, following up on next steps, and documenting commercial assumptions.
Escalate and track exceptions, nonstandard terms, data gaps, and deals outside established guidance.
Maintain tracking and reporting for closed recurring bookings, including new bookings, renewals, cross-sell, product mix, contract values, and ARR-related inputs.
Reconcile bookings information to Salesforce and finance reporting, investigate differences with appropriate teams, and maintain an auditable record of updates.
Analyze bookings trends, pipeline movement, timing, attainment, and conversion; provide clear, factual commentary on key changes for Sales and Finance partners.
Support bookings-to-revenue analysis by organizing assumptions about expected close dates, product mix, implementation timing, and customer activation for senior analyst review.
Support the weekly forecast cadence and recurring deal reviews by preparing current opportunity data, highlighting changes, and tracking assigned follow-ups.
In partnership with Sales Operations, validate Salesforce data quality for fields used in bookings and forecasting and coordinate corrections with Sales or Sales Operations.
Apply sales qualification and deal-review frameworks, including MEDDPICC concepts, to organize deal information and surface gaps for the sales team.
Coordinate timely handoffs and information flow across Sales, Sales Operations, Finance, Legal, and implementation partners as needed.
Organize source files, deal documentation, recurring reports, and process notes so information is current, consistent, and easy to use.
Refresh standard commercial reports and dashboards, perform reasonableness checks, and prepare materials for forecast calls, business reviews, and leadership discussions.
Identify process optimization opportunities, including reducing repetitive or manual steps in bookings, deal review, and commercial reporting; enhance documentation and test automation processes with guidance from a senior analyst.
Use approved AI and automation tools to assist with data organization, first-draft summaries, variance commentary, and workflow documentation; verify figures and conclusions against source data before sharing.
Follow company requirements for confidential information, access, and approved AI use, including security, privacy, and appropriate handling of restricted customer or company data.