Sales Finance Analyst: ROI Dashboards & Commissions

CoreLogic; Irvine (CA); On-site; USD 77,000 - 85,000; Full time

Benefits offered by this job

Generous PTO and holidays

Parental leave up to 16 weeks

401(k) with company match

Well-being stipend

Job summary

Cotality is seeking a Finance Analyst to join the Sales Finance Center of Excellence. You will partner with the sales organization, build dashboards, and evaluate ROI at multiple levels. This role leverages AI tools to enhance financial modeling and analytics.

Ideal candidates have strong Excel and data skills, solid communication abilities, and a passion for turning data into strategic decisions. This is a growth-focused role with opportunities to influence quotas and commissions decisions.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent experience.
• Minimum of 2 years of experience in financial analysis or equivalent.
• Advanced proficiency in Excel with data sources, pivot tables and advanced formulas.
• Exceptional presentation and communication skills.
• Strong written and verbal communication and ability to influence leadership.
• Ability to interpret complex data sets and derive insights.
• Strong organizational skills and deadline management.
• Motivated self-starter with strategic mindset and drive for improvement.
• Experience with AI tools and BI platforms is a plus.

Responsibilities

• Act as the dedicated finance partner for the sales organization.
• Track new business results and build dashboards to measure ROI across levels.
• Process monthly commissions and use predictive analytics to identify tailwinds and issues.
• Monitor quotas and adjust to market conditions or strategy shifts.
• Oversee quota attainment tracking and provide recommendations to leadership.
• Ensure timely and accurate payment of sales commissions.
• Collaborate with sales and leadership to provide financial insights.
• Represent the Sales Finance function to senior leadership and assist planning processes.
• Support management reporting requests and ad hoc analyses.

Skills

Excel proficiency

Presentation skills

Communication skills

Data interpretation

Project management

Strategic mindset

Self-starter

Education

Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent

Tools

Copilot/Gemini AI tools

Python coding

Power BI/Looker

Commission software

Job description

Cotality is seeking a Finance Analyst to join the Sales Finance Center of Excellence. You will partner with the sales organization, build dashboards, and evaluate ROI at multiple levels. This role leverages AI tools to enhance financial modeling and analytics.

Ideal candidates have strong Excel and data skills, solid communication abilities, and a passion for turning data into strategic decisions. This is a growth-focused role with opportunities to influence quotas and commissions decisions.