The Director of Sales Finance will provide financial leadership and operational support to a fast growing global sales organization.
This is a high visibility role and expected to be the Subject Matter Expert for all related Sales areas and responsible for managing and coordinating all aspects of company-wide Sales financial planning, KPIs, analysis and management reporting cycle for monthly close, monthly forecast, annual budget process, strategic planning process, Board of Directors and Annual Operating Plan presentations, and the internal analysis of the company’s financial performance.
Responsibilities:
Lead and develop financial models, reporting packages, forecasting and planning activities related to sales operations and driving top line performance
Develop deep relationships with CRO and sales operations to support and analyze pipeline, coverage, conversion, sales incentive plans and marketing programs
Prepare weekly/monthly/quarterly reports for management and the Board of Directors which will include financials, key metrics, leading indicators and business performance analysis
Lead planning and forecast processes for sales finance; includes Annual Operation Planning, variance analysis against plan and prior year, as well as monthly forecasting and Risk & Opportunity identification
Provide leadership, reporting and analysis into sales headcount, productivity, commissions, bonus and partner fees
Responsible for regular reporting on bookings by segment, pricing and discounts, renewals, pipeline, pacing, achievement, KPI dashboard, CAC, LTV and other ROI analysis
Lead FP&A finance integration efforts to understand and analyze Sales, Marketing, Customer Ops and Product Management dependencies
Drive forecast accuracy, predictability in results and adherence to high standards of controllership
Identify areas of financial risk and opportunity
Proactively identify, design and implement enhancements to existing planning processes and systems
Qualifications:
At least 8+ years of finance experience, including working with operations teams
Related experience in sales operations and finance in a tech industry, ideally SaaS or software, is ideal
Ability to effectively communicate and present information: one on one, small groups, functional leaders, executive management, clients, and other employees of the organization
Strong knowledge of financial planning and forecasting, financial and management reporting, process and systems and business process best practices.
Must be comfortable working in a high pace environment, be able to multi-task, and have a hands on attitude.
Must be able to excel in a flexible, fast pace work environment and meet deadlines
Required:
Experience with Salesforce.com is ideal
Advanced Microsoft Excel and PowerPoint skills required. Experience with manipulating large amounts of data as well as the ability to quickly learn new systems/tools
Strong analytical skills, high level attention to detail, a self-starter with “can do” mentality
Experience with other SaaS based tools a plus Adaptive Planning, NetSuite and Zuora
Must have experience working with publicly traded companies, preferably technology companies
BA/BS degree in finance, accounting or related field required; MBA or advanced business degree a plus
Numbers & Facts
Location
Woodland Hills, CA
Skills
Accountingunmatched
Accounting Closeunmatched
Analysis Skillsunmatched
Best Practicesunmatched
Budgetingunmatched
Business Administrationunmatched
Business Processesunmatched
Communication Skillsunmatched
Contract Research Organization (CRO)unmatched
Detail Orientedunmatched
Financeunmatched
Financial Metricsunmatched
Financial Modelingunmatched
Financial Operationsunmatched
Financial Planningunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Riskunmatched
Forecastingunmatched
Incentive Programsunmatched
International Salesunmatched
Leadershipunmatched
LifeTime Value (LTV)unmatched
Management Reportingunmatched
Marketingunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Multitaskingunmatched
NetSuiteunmatched
Operational Supportunmatched
Operations Managementunmatched
Operations Planningunmatched
Outbound Marketingunmatched
Performance Analysisunmatched
Performance Metricsunmatched
Pricingunmatched
Product Managementunmatched
Reporting Dashboardsunmatched
Return on Investment (ROI)unmatched
Revenue Growthunmatched
Risk Analysisunmatched
Salesunmatched
Sales Analysisunmatched
Sales Forecastingunmatched
Sales Operationsunmatched
Sales Supportunmatched
Salesforce.comunmatched
Software as a Service (SaaS)unmatched
Strategic Planningunmatched
Time Managementunmatched
Variance Analysisunmatched
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