Ipipeline, Inc. Exton , PA 19341
Posted 3 weeks ago
Job Description
Key Responsibilities
Serve as a trusted liaison to the sales team, providing financial insights and guidance to support decision-making and achieve business objectives.
Lead the development and execution financial planning process for the sales department, including annual budgets, quarterly forecasts, and strategic planning.
Develop financial models to support decision-making to pricing, promotions, sales targets, and resource allocation.
Analyze sales performance metrics, including revenue, expenses, and market share. Identify and investigate variance between actuals and budgets/forecasts, providing explanations and recommendations to management.
Through strong partnership with the sales operations team lead the development, enforcing, and reporting of sales incentive plan.
Prepare financial reports and presentations for management, summarizing key findings, insights, and recommendations.
Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial planning and analysis activities within sales department.
Conduct system data validation to ensure accuracy of reporting.
Perform ad-hoc financial analysis and special projects as requested by management to support strategic initiatives and business needs.
Qualifications
Bachelor's degree in accounting and/or Finance.
Minimum of 3-5 years of experience as a Financial Analyst, or similar role with focus on supporting sales organizations
Strong proficiency in financial modeling, forecasting techniques, excel, and Salesforece.com. Experience with Power BI, Intacct, and Adaptive a plus.
Proven ability to partner effectively with cross-functional teams and communicate complex financial concepts to non-finance stakeholders.
Excellent analytical skills with the ability to translate complex data into actionable insights.
Ability to thrive in fast-paced, dynamic environment and manage multiple priorities effectively.
Must have excellent written, verbal, and presentation skills.
Ipipeline, Inc.