Financial Analyst - Sales - Analytics & AI

The Financial Analyst will be a key member of the Finance organization, partnering with Sales, Finance, and Business Unit leaders to drive data-informed decisions and evolve our financial processes  This role owns analytics, forecasting models, and insights that leverage modern data tooling and AI to improve financial performance, operational efficiency, and forecast accuracy across the finance organization.

The ideal candidate is a change driver with hands-on experience in analytics, automation, and AI - someone who can translate data into business impact and challenge existing processes.

Key Responsibilities

Sales & Financial Performance Analytics

• Analyze bookings, billings, revenue, and margin trends at customer, product, and regional levels
• Build and maintain dashboards and standard reports for Sales, Finance, and executive leadership
• Conduct sales funnel analysis (coverage, conversion, cycle times, win/loss) to surface actionable insights
• Support quarterly forecast, annual plan, and long-range planning processes

Forecasting, AI & Automation

• Enhance forecasting models using statistical and machine learning techniques
• Identify and implement automation opportunities to replace manual reporting with reliable, self-running analytics
• Partner with Sales and Finance leadership to improve forecast accuracy and quantify risks and opportunities

Business Partnering & Storytelling

• Translate complex analyses into clear narratives and recommendations for non-technical stakeholders
• Prepare and present materials for executive reviews, QBRs, and strategic planning
• Act as a trusted partner to Sales and Finance leadership, influencing decisions with data

Required Qualifications

• Bachelor’s degree in Finance, Business, Data Science, Statistics, or related field
• 3–5+ years of hands-on experience in data analytics, business intelligence, or a related role working with complex business datasets
• Demonstrated experience applying analytics and automation to real-world business problems, with measurable impact
• Comfort working with messy data and building models from problem framing through deployment
• Proven ability to summarize complex analysis into clear, concise business insights for non-technical audiences
• Strong communication and cross-functional collaboration skills

Preferred Qualifications

• Experience with AI/ML techniques (e.g., regression, time-series forecasting, classification) applied to sales or finance data
• Familiarity with CRM systems such as Salesforce and integrating CRM data into analytics workflows
• Prior experience supporting Sales, Revenue Operations, or Commercial Finance organizations
• Background in semiconductor, technology, or B2B environments
• Exposure to generative or agentic AI tools for workflow automation or data querying

Key Competencies

• Change driver – Proactively challenges the status quo and drives adoption of new tools and approaches
• Analytical rigor – Structures ambiguous problems and validates results with a critical eye
• Business acumen – Connects sales and finance data to P&L outcomes and strategic priorities
• Execution and ownership – Takes initiative and delivers high-quality work independently
• Collaboration and influence – Builds partnerships and drives alignment with data