Sales Financial Analyst
Udacity
About Us
Udacity is on a mission to deliver impactful and cutting edge tech education that enables individuals and organizations to unlock their potential. We offer a unique and immersive online learning platform, powering corporate technical training in fields such as Artificial Intelligence, Machine Learning, Data Science, Autonomous Systems, Cloud Computing and more. Our rapidly growing global organization is revolutionizing how the enterprise market bridges the talent shortage and skills gaps during their digital transformation journey. Udacity is proud to be backed by respected investors like Andreessen Horowitz, Charles River Ventures, Bertelsmann and Drive Capital, among other leading VC firms, and provides a powerful and differentiated solution inside of a $32b total addressable market opportunity. Udacity has more than 100 enterprise customers including Airbus, Bertelsmann, BNP Paribas, Leidos, Mazda, and the United States Air Force.
We are seeking a detail-oriented and analytical Sales Finance Analyst to join our finance team. The Sales Finance Analyst will play a pivotal role in supporting the finance team and our Go-to-market operations by providing insights into sales performance metrics and key performance indicators (KPIs). This is a high impact role that requires strong analytical skills, a collaborative working style and the ability to execute with quality in a dynamic and fast paced environment. Our ideal Udacian has a bias for action, a roll-up-your-sleeves attitude and can communicate complex information across all levels of the business.
What You’ll Do
- Sales Metrics Management:
- Prepare and maintain Sales Bookings metrics, ensuring accuracy and timeliness.
- Develop and maintain key sales performance indicators (KPIs) to track and analyze sales team productivity and capacity.
- Monitor sales metrics such as bookings, revenue, margins, and customer acquisition costs to assess performance against targets and benchmarks.
- Financial Forecasting and Planning:
- Collaborate with Sales Operations and Revenue teams to develop accurate revenue forecasts and support financial planning processes.
- Track and analyze sales forecasts to ensure accuracy and alignment with financial projections.
- Data Management and Reporting:
- Gather, validate, and consolidate sales data from various sources, including Salesforce, CRM systems, and other internal databases to ensure data integrity and consistency across all reporting platforms.
- Work cross functionally and collaboratively with the revenue operations and go-to-market teams to streamline the bookings process and ensure one source of truth for recognizing company bookings and commissions bookings.
- Perform ad-hoc analysis to support decision-making processes within the finance and sales teams.
- Process Improvement and Automation:
- Identify opportunities to streamline data collection, reporting, and analysis processes.
- Drive initiatives to automate repetitive tasks and enhance efficiency in Sales finance operations.
- Continuously assess and improve data quality and reporting capabilities to meet evolving business needs.
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- 3-4 years of experience in finance, sales finance, or related analytical roles.
- Proficiency in Salesforce and experience working with CRM systems.
- Advanced spreadsheet skills (e.g., Excel, Google Sheets) with the ability to perform complex data analysis and modeling.
- Strong analytical and problem-solving skills with the ability to translate data into actionable insights.
- Detail-oriented mindset with a commitment to accuracy and data integrity.
- Proven ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Self-starter with a proactive attitude and the ability to work independently or collaboratively as part of a team.
- Excellent communication and interpersonal skills
Preferred Qualifications
- Familiarity with BI tools (e.g., Tableau, Power BI) for data visualization and reporting.
- Understanding of sales processes and terminology, including sales pipeline management and forecasting methodologies.
The target compensation for this role is a base of $80,000-$100,000.
What We Do
Forging futures in tech is our vision. Udacity is where lifelong learners come to learn the skills they need, to land the jobs they want, and to build the lives they deserve.
Don’t stop there! Please keep reading...
You’ve probably heard the following statistic: Most male applicants only meet 60% of the qualifications, while women and other marginalized candidates only apply if they meet 100% of the qualifications. If you think you have what it takes but don’t meet every single point in the job description, please apply!
We believe that historically, many processes disproportionately hurt the most marginalized communities in society- including people of color, working-class backgrounds, women and LGBTQ people. Centering these communities at our core is pivotal for any successful organization and a value we uphold steadfastly. Therefore, Udacity strongly encourages applications from all communities and backgrounds.
Udacity is proud to be an Equal Employment Opportunity employer. Please read our blog post for “6 Reasons Why Diversity, Equity, and Inclusion in the Workplace Exists”
Last, but certainly not least…
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