Sales Finance Analyst: ROI Insights & Dashboards

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

Benefits offered by this job

Flexible working model

Generous PTO and holidays

Parental leave

Job summary

Cotality in Irvine, CA is seeking a Finance Analyst to join the Center of Excellence, Sales Finance team. You will partner with sales to track new business results, build dashboards, and analyze ROI across individuals and teams.

You will process commissions, monitor quotas, and support senior leadership with insights using AI tools to enhance financial modelling. This role offers growth, collaboration, and a competitive benefits package as you help optimize sales performance across the

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 with data joining, pivot tables and advanced formulas.
• Strong presentation and communication skills; ability to influence leadership.

Responsibilities

• Act as the dedicated finance partner to the sales organization.
• Track new business results and build dashboards to measure ROI across individuals, teams, and the organization.
• Process monthly commissions and monitor quotas; ensure timely, accurate payments.

Skills

Excel pivots

Data analysis

Financial analysis

Python

AI tools

Power BI

Looker

Education

Bachelor's degree in Business/Finance

Tools

Power BI

Looker

Python

Job description

Cotality in Irvine, CA is seeking a Finance Analyst to join the Center of Excellence, Sales Finance team. You will partner with sales to track new business results, build dashboards, and analyze ROI across individuals and teams.

You will process commissions, monitor quotas, and support senior leadership with insights using AI tools to enhance financial modelling. This role offers growth, collaboration, and a competitive benefits package as you help optimize sales performance across the