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Financial Analyst

RulesIQ

 

Redwood Estates, Lexington Hills, CA, USA

Posted On: 30+ days ago
Experience: 6+ years
Availability: Onsite
Openings: 1
Category: Finical Analyst
Tenure: Contract - Corp-to-Corp
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Description

You will manage monthly software bookings reporting and sales commission crediting for global Salesforce operations.

Responsibilities

  • Oversee time-sensitive monthly software bookings reporting used for Board-level reporting and sales commissions.
  • Research complex orders within Salesforce.com and Oracle ERP systems to ensure accurate crediting of SaaS sales and renewals.
  • Analyze historical sales trends by product, region, and customer to provide insights for global sales, R&D, and pricing decisions.
  • Partner with IT, Revenue Accounting, and Sales Operations to automate reporting processes and define system requirements.
  • Consolidate revenue inputs to prepare and present monthly and quarterly short-range revenue forecasts to leadership.

Required Skills

  • 6+ years of professional experience in financial analysis or related roles.
  • Proficiency with Salesforce.com CRM.
  • Experience working with Oracle ERP systems.
  • Hands-on experience using Power BI for data visualization and reporting.
  • Ability to analyze complex data sets from multiple sources to support strategic decision-making.
  • Experience managing end-to-end reporting processes and revenue forecasting.
  • Bachelor's degree or equivalent experience.

Education

Any Graduate

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