Senior Financial Analyst

Top Stack; Berwyn (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

Top Stack is seeking an analytical Financial Planning Analyst to support sales compensation programs, forecast revenue, and deliver timely reporting. You will collaborate with Finance, Sales, and other partners to ensure data accuracy and actionable insights.

The role emphasizes advanced Excel, data analysis, and cross-functional communication with senior stakeholders, offering growth within a team-focused culture.

Qualifications

• Bachelor's degree in Finance, Economics or related field.
• 2+ years of financial analysis with sales compensation experience.
• Advanced Excel with pivot tables and financial modeling.
• Strong analytical and problem-solving abilities.
• Experience with CRM/ERP or financial reporting systems.
• Power BI experience is a plus.

Responsibilities

• Support the administration and ongoing management of sales compensation programs.
• Calculate, review, and reconcile incentive and commission payments.
• Assist with sales targets, performance tracking, and related reporting.
• Prepare forecasts related to revenue, incentives, and business performance.
• Analyze financial and operational data to identify trends, variances, and opportunities.
• Develop recurring reports, dashboards, and presentations for leadership.
• Maintain data integrity across reporting and financial systems.
• Partner with cross-functional teams on process improvements and special projects.
• Support planning, analysis, and other initiatives related to sales performance.

Skills

Advanced Excel

Pivot Tables

Financial Modeling

Data Analysis

Cross-functional collaboration

Communication with execs

Education

Bachelor's degree in Finance/Economics

Tools

CRM

ERP

Power BI

Job description

Join a growing organization in a highly analytical role supporting sales performance, compensation, forecasting, and financial reporting. This position will work closely with Finance, Sales, and other business partners to ensure accurate data, timely reporting, and effective processes. This is a great opportunity to learn and grow with a company that values culture and teamwork!

What You’ll Do

• Support the administration and ongoing management of sales compensation programs
• Calculate, review, and reconcile incentive and commission payments
• Assist with sales targets, performance tracking, and related reporting
• Prepare forecasts related to revenue, incentives, and business performance
• Analyze financial and operational data to identify trends, variances, and opportunities
• Develop recurring reports, dashboards, and presentations for leadership
• Maintain data integrity across reporting and financial systems
• Partner with cross-functional teams on process improvements and special projects
• Support planning, analysis, and other initiatives related to sales performance

Qualifications:

• Bachelors Degree in Finance, Economics or related field
• 2+ years of financial analysis experience with a strong emphasis on sales commission expertise, including exposure to sales compensation, commissions, sales operations, or a related analytical function.
• Advanced Excel skills, including pivot tables, complex formulas, and financial modeling
• Strong analytical and problem-solving abilities
• Ability to work with large datasets and translate data into meaningful insights
• Strong communication skills and ability to work effectively with senior stakeholders
• Experience working with CRM, ERP, or financial reporting systems
• Power BI or other business intelligence experience is a plus