Finance Analyst

Job Description:

Are you passionate about driving financial success through data analytics? Cotality is seeking a highly skilled and motivated Finance Analyst to join our dynamic Center of Excellence, Sales Finance team. This is a brand new role where you will be instrumental in tracking new business results. You will serve as a dedicated finance partner to the sales organization. This role offers a unique opportunity to build out dashboards and open up an entirely new world of analytics by evaluating return on investment at the individual, team, and organizational levels.

You will be responsible for analyzing sales performance, providing actionable insights to optimize sales efforts, and ensuring that sales quotas and commissions are accurately set, tracked, and paid in a timely manner. We heavily leverage modern technology, so you will have the opportunity to use AI tools to enhance coding and financial modeling. If you're a detail-oriented professional with a strong analytical mindset and a passion for data, we'd love to hear from you!

Job Responsibilities

• Act as the dedicated finance partner.
• Track new business results, analyze trends, and build dashboards to measure ROI across individual, team, and organizational levels.
• Process monthly commissions and utilize predictive analytics to identify business tailwinds and potential issues.
• Monitor and adjust quotas as needed to reflect changes in market conditions or company strategy.
• Oversee the tracking of quota attainment, providing insightful analysis and actionable recommendations to senior leadership.
• Ensure timely and accurate payment of sales commissions, maintaining transparency and integrity in the process.
• Collaborate closely with sales employees and leadership to understand their needs and provide financial insights that drive strategic decision-making.
• Represent the Sales Finance function to senior leadership and demonstrate strong communication and presentation skills.
• Assist the sales finance team with annual sales plan creation and quota planning processes.
• Support management reporting requests, special projects, ad hoc analyses, and process improvement initiatives.

Job Qualifications:

Required Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or equivalent experience.
• Minimum of 2 years of experience in financial analysis, business analysis, new business analysis, or equivalent business experience.
• Advanced proficiency in Excel, specifically with the ability to join multiple data sources, build pivot tables, and utilize advanced formulas.
• Exceptional presentation and communication skills.
• Strong written and verbal communications skills, including an ability to influence people to move toward collective organizational goals, effectively communicate financial results both verbally and through reports, and make informative presentations to leadership.
• Ability to interpret complex data sets and derive actionable insights.
• Strong organizational skills with the ability to prioritize tasks and meet deadlines.
• Ability to manage multiple projects on a concurrent basis by demonstrating the ability to meet deadlines.
• A highly motivated self-starter with a strategic mindset and a passion for driving continuous improvement and high performance.

Preferred Qualifications

• Experience using AI tools (such as Copilot or Gemini) is highly desired.
• Experience writing Python code is highly desired.
• Familiarity with business intelligence tools such as Looker or Power BI is preferred.
• Familiarity with commission management software is a big plus.
• Previous sales commission experience is not required; we are willing to train candidates with strong foundational Excel and data connection skills.

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Annual Pay Range:
77,100 - 85,000 USD

Application Window:

This opportunity is expected to remain posted through the date identified below, subject to business needs.

Thrive with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Highlights, depending on role classification, include:

• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!