Sr. Financial Analyst

Sr. Financial Analyst will support Sales Finance organization, with a primary focus on pricing strategy, profitability, incentive compensation planning, modeling, & performance analysis. This role will partner closely with Sales, HR, and Finance leadership to design, administer, and optimize sales compensation programs that drive growth, align with company strategy, and ensure accuracy, compliance, and transparency. The role will also lead the development of product line profitability for all major Health and Benefits products.The ideal candidate combines strong financial modeling skills, business acumen, and the ability to translate complex compensation structures into actionable insights.

Duties & Responsibilities:

• Collaborate with leaders in Finance, Business Units, Sales, Human Capital, Senior Leadership Team and CFO to assess reporting needs and drive business analytics for initiatives
• Responsible for creating advanced forecasts, analytics, financial models, and management reporting

Incentives:

• Support the design, modeling, administration and planning of sales incentive compensation plans aligned to company goals
• Evaluate plan effectiveness and recommend enhancements to drive performance and retention
• Partner with Sales Leadership and HR to ensure compensation plans are competitive and aligned with market practices
• Document plan structures, rules, and payout methodologies
• Support commission calculation processes, ensuring accuracy and timeliness of payouts

Strategic Business Partner:

• Utilize data to tell a story and drive insights while tailoring messaging based on the audience
• Create accurate, compelling, and effective high-level presentations for executives
• Collaborate with varying levels of business leadership and Finance colleagues
• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.

Forecasting and Analytics:

• Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics
• Support forecasting, expense management, & budget planning processes
• Identify and track key indicators and trends in alignment with the operational plano Initiate needed improvements to processes and reporting and drive them to conclusion
• Analyze sales performance against quotas, commission attainment, and payout trends
• Track key metrics such as attainment, pay-for-performance alignment, and quota coverage
• Other duties as assigned.

Education & Experience:

• 3+ years of experience in Finance, Accounting, or related field with relevant experience in financial analysis including variance analysis, budgeting, forecasting and the development of business analytics
• Bachelor’s degree in finance, accounting, or related field

Skills & Abilities:

• Excellent analytical skills with a high degree of accuracy and attention to detais
• Strong organizational skills with a drive to meet deadlines and drive projects to conclusion
• Highly proficient in Microsoft Excel and PowerPoint
• Experience in Salesforce, Tableau and MS PowerBI a plus
• Strong verbal and written communication skills
• An aptitude for prioritization, multi-tasking and efficiency
• Strong collaboration skills and ability to communicate finance concepts to non-finance team members
• A drive to learn and promote new concepts quickly in a culture of continuous improvement
• Self-starters who are dependable and can work independently and run with projects that come with little initial direction
• Prior experience with sales and incentive compensation a plus
• Other Requirements:
• Prolonged periods of sitting at a desk and working on a computer