This role serves as a key partner to global go-to-market leadership by translating sales activity and pipeline dynamics into actionable financial insights
Job Summary
This role serves as a key partner to global go-to-market leadership by translating sales activity and pipeline dynamics into actionable financial insights.
The position is responsible for enhancing sales forecasting processes and driving accountability across bookings, pipeline, and revenue performance.
Candidates will lead the development of executive-level dashboards using Power BI and collaborate with Sales Operations to ensure data integrity across CRM systems.
Matching Summary
This role serves as a key partner to global go-to-market leadership by translating sales activity and pipeline dynamics into actionable financial insights.
Salary
Base: $110,000.00 - $125,000.00; Bonus/Equity: Bonus Eligible; Benefits: Comprehensive offerings available at broadridgebenefits.com
Skills & Requirements
Must-have
5+ years FP&A or sales finance experience
Salesforce data and reporting proficiency
Power BI dashboard development skills
Oracle and TM1 financial modeling
Pipeline health and forecasting analysis
Nice-to-have
SQL and Python analytics tools
Automated reporting process improvement
Strategic territory planning support
Executive storytelling with data
Matrixed environment collaboration
Key Requirements
5+ years experience in FP&A, sales finance, or revenue analytics
Proficiency in Salesforce, Power BI, TM1, and Oracle required