Senior Financial Analyst – Sales Finance (SaaS)

Position: Senior Financial Analyst – Sales Finance (SaaS)

Location: Bellevue, WA Headquarters-Hybrid (3 days per week)

Annual Salary Range: $105,000 - $120,000 based on experience

*This role is located in Bellevue WA, Only current Washington residents will be considered for employment

*At this time the company does not support current or future visa sponsorship

Who We Are:

MoxiWorks is a real estate technology company built by real estate pros, for real estate pros. Our marketing platform helps agents and brokerages stay focused on what matters most: finding, winning, and closing more deals.

With decades of industry experience, we understand the challenges because we’ve lived them. That’s why everything we build is designed to make real estate easier, from connecting systems to simplifying follow-up.

Trusted by 800+ brokerages and 400,000 agents, MoxiWorks is a leader in PropTech and a proud partner to the people moving this industry forward.

Our Core Values:

• Customer First
• Innovative
• Passionate
• Sense of Urgency
• Accountable & Reliable
• Relentless Execution

We are looking for a Senior Financial Analyst with strong Excel skills to support our Sales Finance team. You will start by following our established forecasting and reporting processes, ensuring consistency and accuracy in how we track sales performance. Over time, you’ll be expected to take full ownership of the process, make improvements, and grow into a Finance Manager role as the company scales. 

Your Next Opportunity:

• Follow & Own Existing Processes 
• • Execute recurring reporting for pipeline, bookings, and ARR with accuracy and timeliness. 

• • Maintain Excel-based forecasting and reporting templates that support Sales leadership. 

• • Ensure alignment of sales metrics across Finance, Sales Ops, and GTM teams.
• Improve & Scale the Process
• • Identify opportunities to streamline reporting and automate manual tasks using advanced Excel formulas. 

• • Enhance KPIs, forecasting assumptions, and reporting cadence to improve visibility into sales performance. 

• • Build scenario models to support territory planning, quota setting, and hiring decisions. 
• Sales Performance & Insights
• • Track key sales KPIs such as quota attainment, pipeline coverage, AE productivity, and CAC. 

• • Perform variance analysis vs. budget/forecast and provide insights into business drivers. 

• • Partner with Sales Ops to validate pipeline accuracy and improve forecast reliability. 
• Career Path
• • Take increasing ownership of sales finance reporting and modeling. 

• • Build scalable processes that will support the transition into a Finance Manager role. 

• • Demonstrate leadership by driving improvements, collaborating cross-functionally, and influencing decision-making with data-driven insights. 

What Qualifies You?

• Bachelor’s degree in Finance, Accounting, Economics, or related field. 

• 3–5 years of FP&A or sales finance experience, ideally within SaaS. 

• Advanced Excel expertise: dynamic models, scenario analysis, complex formulas. 

• Strong knowledge of SaaS GTM metrics (ARR, bookings, pipeline conversion, CAC payback, Magic Number). 

• Detail-oriented, process-driven, and eager to grow into a Finance Manager role. 

• Strong communication skills with the ability to work cross-functionally and present findings to Sales leadership.