Sales Finance Business Partner

MarcDaniels; Maidenhead; On-site; GBP 65,000 - 90,000; Full time

Job summary

Marc Daniels is recruiting for a highly commercial Sales Finance Business Partner to join a market-leading SaaS company. This role partners with Sales, Commercial and operations to drive profitable revenue growth and support better commercial decision-making.

You will provide insight and financial support across the sales organization, turning pipeline, customer and pricing data into actions that improve revenue, margin and performance.

Qualifications

• Experience in commercial finance, sales finance, FP&A or finance business partnering.
• Strong understanding of revenue, gross margin, pricing, sales pipeline and customer profitability.
• Experience partnering with Sales, Commercial, Account Management or Operations.
• Strong forecasting, budgeting, modelling and scenario-planning skills.
• Ability to simplify complex data into actionable insight.
• Advanced Excel skills and use of reporting tools/finance systems.
• Excellent communication and stakeholder-management skills.
• Proactive, capable of driving actions through to completion.

Responsibilities

• Partner with Sales and Commercial leadership to support revenue growth and margin improvement.
• Lead sales performance reviews with insight on revenue, pipeline, pricing and profitability.
• Support forecasting and budgeting focusing on sales performance and opportunities.
• Review pipeline activity and challenge conversion assumptions, timing, risks and opportunities.
• Analyse customer, product and channel profitability to identify growth opportunities.
• Support pricing decisions, proposals, tenders, renewals and negotiations.
• Build financial models and investment cases for opportunities and initiatives.
• Develop dashboards giving Sales leaders a clear view of performance and priorities.
• Collaborate with FP&A and Operations to align forecasts and performance.

Skills

Commercial finance

FP&A

Forecasting

Scenario planning

Data-driven insights

Stakeholder management

Communication

Business partnering

Education

ACA/ACCA/CIMA or equivalent

Tools

Excel

Finance systems

Reporting tools

Job description

Marc Daniels are recruiting for a highly commercial Sales Finance Business Partner to join a market-leading Saas company. This is a key role within the finance team, partnering closely with Sales, Commercial and operational leaders to drive profitable revenue growth, improve sales performance, and support better commercial decision-making

The Role

As a Sales Finance Business Partner, you will provide insight, challenge, and financial support across the sales organization. You will help turn pipeline, customer, and pricing data into clear actions that improve revenue, margin, and overall commercial performance.

Key responsibilities include:

• Partnering with Sales and Commercial leadership teams to support revenue growth and margin improvement.
• Leading sales performance reviews, providing clear insight on revenue, pipeline, conversion, pricing and profitability.
• Supporting the forecasting and budgeting process, with a particular focus on sales performance, customer demand and commercial opportunities.
• Reviewing sales pipeline activity and providing challenge around conversion assumptions, timing, risks and opportunities.
• Analysing customer, product and channel profitability to identify opportunities to grow revenue and improve margin.
• Supporting pricing decisions, commercial proposals, tenders, renewals and contract negotiations.
• Building robust financial models and investment cases for new business opportunities, customer deals and strategic initiatives.
• Working with Sales teams to ensure commercial activity is aligned to financial targets and forecast commitments.
• Identifying revenue leakage, cost-to-serve issues and opportunities to improve commercial returns.
• Providing scenario analysis to support key commercial decisions, including pricing, investment, customer retention and growth initiatives.
• Developing reporting and dashboards that give Sales leaders a clear view of performance and priorities.
• Working closely with wider Finance, FP&A and Operations teams to ensure a consistent view of performance and forecast delivery.
• Supporting continuous improvement across reporting, processes, systems and data quality.

You will ideally have:

• Experience in commercial finance, sales finance, FP&A or finance business partnering.
• A strong understanding of revenue, gross margin, pricing, sales pipeline and customer profitability.
• Experience partnering with Sales, Commercial, Account Management or Operational teams.
• Strong forecasting, budgeting, financial modelling and scenario-planning skills.
• The ability to simplify complex data into practical and actionable insight.
• Advanced Excel skills and experience using reporting tools and finance systems.
• Strong communication and stakeholder-management skills, with the confidence to challenge constructively.
• A proactive approach, with the ability to identify opportunities and drive actions through to completion.
• ACA, ACCA, CIMA or an equivalent finance qualification is desirable.