Sales Financial Analyst - REMOTE

Job DetailsLevel: ExperiencedPosition Type: Full TimeSalary Range: $90,000.00 - $110,000.00 Salary/yearWe are seeking a Sales Financial Analyst to join our growing Financial Planning & Analysis (FP&A) team! E Source is a high-growth, private equity–backed research, consulting and data science company in the energy and utility sector with strong organic momentum and an aggressive acquisition strategy.

 

 

This role is ideal for someone who thrives in a fast-paced, collaborative setting; who’s detail-oriented; and enjoys working at the intersection of sales and finance. You will work closely with the divisional CFO of Business, Technology, & Operations, the Chief Commercial Officer, and the Sales Operations Manager to provide accurate, timely forecasts and pipeline analysis that help the sales organization focus on the right opportunities and hit revenue targets.

 

 

A little about E Source

 

E Source combines industry-leading research, data science, and consulting to help utilities make and implement better data-driven decisions that positively impact their customers, their bottom line, and our planet. Headquartered in Boulder, CO, we have teams across the US and Canada. Learn more at www.esource.com.

 

 

How you’ll help

 


Review and analyze the E Source pipeline of sales opportunities to forecast future bookings and revenue as deals progress and close
Build and maintain accurate sales forecasts by stage, product line, and sales team, partnering closely with the divisional CFO of BTO, Chief Commercial Officer, and Sales Operations Manager
Calculate pipeline coverage ratios and assess gaps relative to the revenue budget, providing clear and actionable reporting to leadership
Analyze win rates, deal slippage, and sales cycle trends to identify structural forecasting risks and opportunities for improvement
Proactively report pipeline activity, trends, and risks to the FP&A team and broader organization so that sales teams can focus on the highest-priority opportunities
Develop and maintain dashboards and reports that give real-time visibility into pipeline health, deal velocity, win rates, and forecast accuracy
Partner with the VP of Revenue and the rest of the FP&A team to integrate sales forecasts into the overall company budget and financial forecast
Support month-end and quarter-end close activities related to bookings, deferred revenue, and revenue forecasting
Support board- and executive-level reporting related to bookings, pipeline health, and forecast confidence
Prepare and deliver variance explanations comparing actual bookings and revenue to budget and forecast
Communicate findings and financial results clearly to both finance and nonfinance stakeholders
Support audit requests and other external data requests as necessary
Identify opportunities for process improvement within the sales forecasting and pipeline reporting function
Work on ad hoc projects and analyses as applicable within the broader Financial FP&A team or commercial team


 

 

What will make you a great fit

 


Bachelor’s degree in Finance, Accounting, or a related field
Minimum 3 years of experience in financial planning and analysis, sales finance, or revenue operations, preferably within a professional services or B2B SaaS organization
Experience in a private equity–backed or high-growth organization preferred
Deep experience working with CRM data (Salesforce strongly preferred), including pipeline hygiene, stage probability modeling, and sales forecasting methodologies
Strong understanding of sales pipeline metrics including pipeline coverage, stage conversion rates, deal velocity, and win/loss analysis
Demonstrated ability to translate complex data into clear, concise reporting that nonfinance audiences can act on
Advanced Excel skills are required; strong proficiency in Microsoft Office (Word, PowerPoint, Outlook) is expected
Experience with NetSuite, OpenAir, or similar enterprise resource planning (ERP) systems is a plus
Strong attention to detail and commitment to accuracy while also working with speed
Excellent analytical and problem-solving skills with the ability to synthesize data from multiple systems into coherent financial insights
Strong communication and interpersonal skills; ability to work cross-functionally with sales, operations, and finance
Ability to manage competing priorities, stay organized, and meet tight deadlines in a fast-paced environment
A commitment to continuous learning and the flexibility to adapt as the company grows and evolves


 

 

What you can expect

 


Excellent insurance options, including medical, dental, and vision plans; company-paid life insurance; company-paid long- and short-term disability insurance; paid parental leave; and medical and dependent-care flexible spending plans.
A flexible time off (FTO) program that provides paid time off, w