Sales Finance Analyst

Role Overview

• Support budgeting, forecasting, scenario modeling, and long-range planning processes related to revenue and go-to-market initiatives.
• Assist in analyzing financial and operational results versus targets, identifying key drivers, risks, and opportunities.
• Contribute to ROI and cost-benefit analyses for strategic initiatives and business investments.
• Prepare and maintain recurring reports and dashboards that track key performance metrics across sales, marketing, and retention.
• Analyze performance trends and help translate data into actionable insights for business leaders.
• Support preparation of materials and analyses for monthly and quarterly business reviews.
• Provide ad-hoc reporting and analysis to support leadership decision-making.
• Partner with cross-functional teams to translate strategic priorities into measurable initiatives and performance metrics.
• Support projects that improve business processes, reporting, and operational efficiency across the go-to-market organization.
• Assist in tracking and measuring the impact of initiatives designed to improve customer acquisition, retention, and overall business performance.
• Help ensure operational and financial plans remain aligned as business priorities evolve.
• Maintain clear documentation and standard operating procedures (SOPs) for key financial models, reports, and recurring processes to ensure accuracy, scalability, and cross-team continuity.
• Partner with stakeholders across Finance, Sales, Marketing, Product, and Concierge to support business planning and performance management.
• Contribute analysis that helps leaders understand performance drivers and make informed decisions.
• Help ensure reporting and insights are clear, accurate, and actionable for stakeholders across the organization.

Requirements

• 2–4 years of experience in finance, FP&A, sales finance, revenue operations, consulting, or a similar analytical role
• Experience supporting business leaders with financial analysis, reporting, and planning
• Strong analytical and financial modeling skills with advanced proficiency in Excel or Google Sheets
• Experience working with data and building dashboards or reports to support performance management.
• Ability to translate complex data into clear insights and recommendations.
• Strong communication and collaboration skills with cross-functional teams.
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment.

Benefits

• Competitive salary and equity
• Flexible vacation policy
• 20 weeks of paid gender neutral parental leave
• Full medical, dental, and vision packages
• 401(k)
• Opportunity to work for a startup focused on driving real change for women in business
• Opportunity to create and attend inspiring experiences and events with leaders of the industry
• Access to our ongoing virtual Chief member exclusive content, including workshops, thought leadership, and iconic speakers