Financial and Sales Operations Analyst

Jobtailor; Deutschland; Vor Ort; EUR 90.000 - 140.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a senior finance professional to lead data-driven analyses, budgeting, and forecasting for a high-tech business. You will own revenue recognition processes, finance applications, and multi-site reporting, partnering with boards and sales teams to enable strategic decisions.

Ideal candidates bring 7+ years in finance, strong presentation skills, and a proven ability to drive efficiency and accuracy in a fast‑paced environment.

Qualifikationen

• Bachelor’s degree in Finance, Economics, or related major.
• MBA or CPA certification preferred.
• Software revenue recognition experience required.
• 7+ years’ experience working in finance and/or accounting in the high tech industry.
• Multi-site/geography experience preferred.
• Experience implementing and administering finance applications.
• Experience with Salesforce.com and SharePoint a plus.
• Ability to analyze data with creativity and innovation in mind.
• Excellent strategic thinking and presentation skills.
• Excellent organizational skills and attention to detail.

Aufgaben

• Identify and collect relevant financial data from all applicable business units, processes, and projects.
• Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors.
• Assist with regular budgeting and forecasting processes.
• Develop dynamic and user‑friendly financial analyses and modeling to enable efficient decision‑making.
• Assist with ad hoc analysis, benchmarking, and reporting.
• Own the day‑to‑day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption.
• Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed.
• Assist the sales and renewals teams with proposals and quotations.
• Develop and manage Sales and Professional Services operations sites on SharePoint.
• Develop and maintain standardized policies, procedures, and sales resources.
• Proactively identify sales operations process inefficiencies and streamline or automate them.

Kenntnisse

Financial data analysis

Budgeting

Forecasting

Strategic thinking

Presentation skills

Attention to detail

Creativity

Ausbildung

Bachelor’s degree in Finance/Economics

MBA or CPA

Tools

Salesforce.com

SharePoint

Jobbeschreibung

Responsibilities

• Identify and collect relevant financial data from all applicable business units, processes, and projects
• Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors
• Assist with regular budgeting and forecasting processes
• Develop dynamic and user‑friendly financial analyses and modeling to enable efficient decision‑making
• Assist with ad hoc analysis, benchmarking, and reporting
• Own the day‑to‑day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption
• Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed
• Assist the sales and renewals teams with proposals and quotations
• Develop and manage Sales and Professional Services operations sites on SharePoint
• Develop and maintain standardized policies, procedures, and sales resources
• Proactively identify sales operations process inefficiencies and streamline or automate them

Requirements

• Bachelor’s Degree in Finance, Economics, or related major
• MBA or CPA certification preferred
• Software revenue recognition experience required
• 7+ years’ experience working in finance and/or accounting in the high tech industry
• Multi‑site/geography experience preferred
• Experience implementing and administering finance applications
• Experience with salesforce.com and SharePoint a plus
• Ability to analyze data with creativity and innovation in mind
• Excellent strategic thinking and presentation skills
• Excellent organizational skills and attention to detail

Core Competencies

Demonstrates expertise in financial data analysis, budgeting, and forecasting, with a strong focus on software revenue recognition and high‑tech industry experience. Proficient in developing financial models and reports that support strategic decision‑making and enhance operational efficiency.