Financial Analyst
The Financial Analyst partners with Finance, Sales, Operations, and executive leadership to provide data-driven insights that support strategic decision-making and business performance. This role supports budgeting, forecasting, financial reporting, sales compensation administration, and performance analysis, while developing insights into revenue, profitability, and operational trends. As a key business partner, the Financial Analyst helps drive financial discipline, process improvements, and organizational growth. Competencies: Nimble Learning Collaborates Customer Focus Instills Trust Action Oriented Courage Persuades Decision Quality Financial Acumen Optimize Work Processes Build authentic, trusted relationships that promote collaboration, inclusion, and a culture that lives our values every day (Integrity, Dependability, Connection, Action, Growth) Essential Responsibilities: The following essential functions represent the primary work performed; however, other responsibilities could be expected that are not detailed here but fall within the scope of this role. * Calculate, validate, and administer sales commission, ensuring accurate and timely payouts. * Maintain commission models, reporting, and supporting documentation, while responding to inquiries and resolving discrepancies related to sales compensation. * Analyze sales performance, revenue trends, profitability, and incentive plan effectiveness, providing recommendations for improvement. * Leverage AI-enabled tools and creative applications to automate redundant manual work, improve reporting workflows, deepen analysis, identify patterns or anomalies, and generate more timely, actionable business insights. * Develop, maintain, and update financial models, budgets, forecasts, and performance analyses to support business planning, revenue visibility, expense management, and strategic decision-making. * Support recurring forecast cycles by partnering with business leaders to gather key assumptions and update revenue and expense projections. * Assist in the annual budgeting process by coordinating templates, gathering and validating department inputs, analyzing assumptions, preparing supporting schedules, and helping consolidate financial data for leadership review. * Monitor financial performance against budget and forecast, identify trends, explain variances, and provide actionable recommendations. * Prepare financial reports, dashboards, and ad hoc analyses that provide insights into key business metrics and support executive decision-making. * Collaborate with Accounting and Finance teams to support accurate financial reporting, month-end processes, and data integrity. * Identify and implement process improvements that enhance reporting efficiency, forecasting accuracy, internal controls, and operational effectiveness. * Build and maintain strong cross-functional partnerships with key business leaders to ensure alignment, support decision-making, and drive organizational performance. Minimum Skills, Abilities, and Requirements: * Bachelor’s degree in Finance, Accounting, Business Administration, or related field. * 3+ years of business finance or other relevant business experience. * Experience supporting budgeting, forecasting, and financial reporting processes. * Experience creating dashboards and reports using Power BI, Tableau, or similar business intelligence tools. * Advanced proficiency in Microsoft Excel. * Understanding of Generally Accepted Accounting Principles (GAAP) and financial statement relationships. * Strong organizational skills, business acumen, and curiosity to dig into complex problems. * Ability to translate complex financial information into actionable business insights, tell a clear story with data, and communicate concise recommendations effectively to cross-functional partners and non-finance audiences. * Strong data entry skills and attention to detail with ability to follow process work flows and procedures. * Creative, and results oriented mindset with the ability to collaborate with others to identify and solve issues, make proactive recommendations, and lead through influence. * Self-directed work style, able to work within a fast-paced team environment. * Ability to manage multiple projects and/or tasks, prioritize to meet deadlines, and deliver results Technology and Systems: * PowerBI (preferred) * Microsoft Office Suite, advanced in Excel