Job description

The Financial Analyst partners with Finance, Sales, Operations, and executive leadership to provide data-driven insights that support strategic decision-making and business performance. This role supports budgeting, forecasting, financial reporting, sales compensation administration, and performance analysis, while developing insights into revenue, profitability, and operational trends. As a key business partner, the Financial Analyst helps drive financial discipline, process improvements, and organizational growth. Competencies: Nimble Learning Collaborates Customer Focus Instills Trust Action Oriented Courage Persuades Decision Quality Financial Acumen Optimize Work Processes Build authentic, trusted relationships that promote collaboration, inclusion, and a culture that lives our values every day (Integrity, Dependability, Connection, Action, Growth) Essential Responsibilities: The following essential functions represent the primary work performed; however, other responsibilities could be expected that are not detailed here but fall within the scope of this role. • Calculate, validate, and administer sales commission, ensuring accurate and timely payouts. • Maintain commission models, reporting, and supporting documentation, while responding to inquiries and resolving discrepancies related to sales compensation. • Analyze sales performance, revenue trends, profitability, and incentive plan effectiveness, providing recommendations for improvement. • Leverage AI-enabled tools and creative applications to automate redundant manual work, improve reporting workflows, deepen analysis, identify patterns or anomalies, and generate more timely, actionable business insights. • Develop, maintain, and update financial models, budgets, forecasts, and performance analyses to support business planning, revenue visibility, expense management, and strategic decision-making. • Support recurring forecast cycles by partnering with business leaders to gather key assumptions and update revenue and expense projections. • Assist in the annual budgeting process by coordinating templates, gathering and validating department inputs, analyzing assumptions, preparing supporting schedules, and helping consolidate financial data for leadership review. • Monitor financial performance against budget and forecast, identify trends, explain variances, and provide actionable recommendations. • Prepare financial reports, dashboards, and ad hoc analyses that provide insights into key business metrics and support executive decision-making. • Collaborate with Accounting and Finance teams to support accurate financial reporting, month-end processes, and data integrity. • Identify and implement process improvements that enhance reporting efficiency, forecasting accuracy, internal controls, and operational effectiveness. • Build and maintain strong cross-functional partnerships with key business leaders to ensure alignment, support decision-making, and drive organizational performance. Minimum Skills, Abilities, and Requirements: • Bachelor’s degree in Finance, Accounting, Business Administration, or related field. • 3+ years of business finance or other relevant business experience. • Experience supporting budgeting, forecasting, and financial reporting processes. • Experience creating dashboards and reports using Power BI, Tableau, or similar business intelligence tools. • Advanced proficiency in Microsoft Excel. • Understanding of Generally Accepted Accounting Principles (GAAP) and financial statement relationships. • Strong organizational skills, business acumen, and curiosity to dig into complex problems. • Ability to translate complex financial information into actionable business insights, tell a clear story with data, and communicate concise recommendations effectively to cross-functional partners and non-finance audiences. • Strong data entry skills and attention to detail with ability to follow process work flows and procedures. • Creative, and results oriented mindset with the ability to collaborate with others to identify and solve issues, make proactive recommendations, and lead through influence. • Self-directed work style, able to work within a fast-paced team environment. • Ability to manage multiple projects and/or tasks, prioritize to meet deadlines, and deliver results Technology and Systems: • PowerBI (preferred) • Microsoft Office Suite, advanced in Excel

Requirements

Must-haves

Nimble Learning
Collaborates
Customer Focus
Instills Trust
Action Oriented
Decision Quality
Financial Acumen
Optimize Work Processes
Build authentic, trusted relationships that promote collaboration, inclusion, and a culture that lives our values every day (Integrity, Dependability, Connection, Action, Growth)
The following essential functions represent the primary work performed; however, other responsibilities could be expected that are not detailed here but fall within the scope of this role.
Calculate, validate, and administer sales commission, ensuring accurate and timely payouts.
Maintain commission models, reporting, and supporting documentation, while responding to inquiries and resolving discrepancies related to sales compensation.
Analyze sales performance, revenue trends, profitability, and incentive plan effectiveness, providing recommendations for improvement.
Leverage AI-enabled tools and creative applications to automate redundant manual work, improve reporting workflows, deepen analysis, identify patterns or anomalies, and generate more timely, actionable business insights.
Develop, maintain, and update financial models, budgets, forecasts, and performance analyses to support business planning, revenue visibility, expense management, and strategic decision-making.
Support recurring forecast cycles by partnering with business leaders to gather key assumptions and update revenue and expense projections.
Monitor financial performance against budget and forecast, identify trends, explain variances, and provide actionable recommendations.
Prepare financial reports, dashboards, and ad hoc analyses that provide insights into key business metrics and support executive decision-making.
Collaborate with Accounting and Finance teams to support accurate financial reporting, month-end processes, and data integrity.
Identify and implement process improvements that enhance reporting efficiency, forecasting accuracy, internal controls, and operational effectiveness.
Build and maintain strong cross-functional partnerships with key business leaders to ensure alignment, support decision-making, and drive organizational performance.
Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
3+ years of business finance or other relevant business experience.

Nice-to-haves

PowerBI (preferred)

Application prep

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Keywords to mirror

Platform: adp-workforce-now
Effort: medium