Sales Finance Analyst: ROI Dashboards & Insights

330779353 CoreLogic Solutions, LLC; Irvine (CA); Remote; USD 77,000 - 85,000; Full time

Benefits offered by this job

Generous PTO and 11 paid holidays

16 weeks parental leave and baby-stip

Health plans

401(k) with company match

Well-being stipend

Tuition assistance

Recognition rewards

Referral bonuses

Exclusive discounts

Job summary

Cotality is seeking a Finance Analyst to join our Sales Finance Center of Excellence. You will partner with the sales organization to track new business results, build dashboards, and evaluate ROI at multiple levels.

This role focuses on ensuring accurate commissions and providing financial insights for strategic decisions. You will collaborate with leadership, manage data across sources, and leverage analytics to drive performance.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics or equivalent experience.
• 2+ years of experience in financial analysis, business analysis, or equivalent.
• Advanced Excel skills: joining data sources, pivot tables, advanced formulas.
• Strong presentation and communication skills.
• Ability to interpret complex data sets and derive actionable insights.

Responsibilities

• Act as the dedicated finance partner for the sales organization.
• Track new business results, analyze trends, and build dashboards to measure ROI.
• Process monthly commissions and use predictive analytics to identify tailwinds and issues.
• Monitor quotas and assist leadership with quota planning.
• Ensure timely and accurate payment of sales commissions.

Skills

Excel mastery

Pivot tables

Data analysis

Presentation skills

Communication

Strategic thinking

Multi-project management

Self-starter

Education

Bachelor's degree in Business, Finance, Accounting, Economics

Tools

Looker

Power BI

Python (preferred)

Copilot/Gemini AI tools

Job description

Cotality is seeking a Finance Analyst to join our Sales Finance Center of Excellence. You will partner with the sales organization to track new business results, build dashboards, and evaluate ROI at multiple levels.

This role focuses on ensuring accurate commissions and providing financial insights for strategic decisions. You will collaborate with leadership, manage data across sources, and leverage analytics to drive performance.