Sales Financial Analyst

Compensation

: $97,756.67 - $188,020.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance





A

re you ready to take the next step in your finance career? Join our Sales team as a Sales Financial Analyst in which you will interact with all levels of sales and sales management and executive leadership to optimize sales performance reporting and enhance our sales processes and market knowledge for our sales organization. You will take a direct role in creating reports to track key sales metrics, building processes and training, optimizing sales targeting through predictive analytics, forecasting, sales productivity scorecards, pipeline metrics and market opportunity estimating

A DAY IN THE LIFE

In this role, you will

  • Develop and expand sales executive scorecarding for all sales functions, including realized revenue financial models
  • Implement reporting and operating cadence to measure and manage all facets of new business generation from lead to deal closure to deal postmortems for executive management
  • Perform financial analysis regarding our sales pipeline demonstrating the impact of both won and lost opportunities as well as market fluctuations
  • Enhance market data and actionable intelligence available for sales teams


WHO YOU ARE

You possess

  • Strong leadership skills and the ability to effectively interact with cross-functional teams
  • Outstanding analytical and written and oral communication skills
  • Background experience in supporting sales
  • Knack for data analysis and problem solving
  • Expertise and experience with data mining, evaluation, analysis and dealing with imperfections in data


WHO WE ARE

About us

ServiceLink is a mortgage services company headquartered in Pittsburgh, PA that helps clients in the lending industry and beyond achieve their strategic goals, realize greater efficiencies and better serve their customers by delivering best-in-class technology, services and insight with a relentless commitment to upholding the highest standards of quality, compliance and service.

ServiceLink, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.

Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation.

DETAILED JOB DUTIES

  • Develop and enhance sale executive scorecarding across all sales functions and enhance realized revenue financial models
  • Implement reporting and operating cadence to measure and manage all facets of new business generation from lead to deal closure to deal postmortems for executive management
  • Perform financial analysis regarding our sales pipeline demonstrating the impact of both won and lost opportunities as well as market fluctuations
  • Develop financial models for market size, market share and wallet share calculations across all ServiceLink businesses
  • Identify and acquire actionable market data and intelligence to facilitate sales executives new business generation
  • Analyze and build predictive models to contribute to the development of sales plans and strategies
  • Analyze data and trends to help support decision making on sales operations, forecasting, revenue, sales targets, and pricing
  • Prepare executive level presentations summarizing market trends, revenue forecasts, and sales opportunities
  • Aggregate and collect data from a multitude of internal and external sources to create comprehensive and predictive financial models
  • Work closely with sales management to understand and maintain focus on their specific data needs, including identifying key metrics, and deliver actionable analysis
  • Understand changing business conditions and their impact on business processes and operations
  • Document and regularly update sales operations and sales systems procedures
  • Proactively analyze data to answer key questions from sales management or out of self-initiated curiosity with an eye for what drives sales performance
  • Perform additional Microsoft Dynamics support in conjunction with the MS Dynamics Administrator, owning dashboard set-up, training, compliance and reporting
  • All other duties as assigned.
MINIMUM QUALIFICATIONS

  • BA/BS degree in Business, Mathematics, Computer Science, Economics or Statistics
  • 2 to 4 years of related experience, preferably in business operations in sales and/or finance
  • Microsoft Dynamics experience is a plus
  • Microsoft Power BI experience is a plus
  • Strong MS Office applications experience (particularly Excel and PowerPoint)
  • Strong leadership skills and the ability to effectively interact with cross-functional teams
  • Outstanding analytical and written and oral communication skills
  • Background experience in supporting sales
  • Knack for data analysis and problem solving
  • Expertise and experience with data mining, evaluation, analysis and dealing with imperfections in data
  • This role requires an individual with technical background and understanding of sales reporting, sales analytics, data management, business intelligence solutions, superior communication skills and the ability to work and collaborate with key business partners


WORK CONDITIONS

Working conditions are normal for an office environment. Ability to attend work and be productive during normal business hours and to work early, late or weekend hours as needed for successful job performance. Over time required as necessary.


Associated topics: analysis, bi, business analyst, business finance, business intelligence, financial reporting analyst, government, guidance, investment analytics, refinement * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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