Responsibilities
- Own the end-to-end commission process — from validating deal data in Salesforce and updating ARR files, to calculating payments, generating rep statements, and ensuring timely, accurate distribution.
- Partner with RevOps, Sales, and Accounting to resolve deal discrepancies and maintain integrity in bookings and ARR reporting.
- Support the preparation of monthly, quarterly, and annual financial reports for executive leadership and the Board of Directors.
- Collaborate with leadership on budget development and forecasting, including semi-annual planning cycles and long-range projections.
- Conduct ad hoc financial analyses and build dashboards using data from Salesforce, NetSuite, Adaptive Insights, and other tools to support business decisions.
- Investigate business trends and financial data to surface opportunities for improved resource allocation and operational efficiency.
- Actively identify and implement AI, automation, and process optimization opportunities across Finance team workflows to improve accuracy and reduce manual effort.
Requirements
- 2–5 years of experience in FP&A, commissions, or a related corporate finance role — with working knowledge of recurring revenue mechanics and ARR.
- ability to manage end-to-end commission workflows with precision — verifying deal accuracy, calculating payments, and communicating terms clearly to sales teams.
- comfortable collecting, analyzing, and presenting financial data to support recommendations and decision-making.
- demonstrated commitment to process accuracy and error minimization in recurring and ad hoc reporting.
- able to build models, reports, and dashboards that communicate financial insights clearly to both technical and non-technical audiences.
- track record of meeting deadlines across recurring and ad hoc workstreams with minimal supervision.
- able to work effectively with Sales, RevOps, and Accounting across time zones and communicate complex financial concepts in accessible terms.
- practical experience using AI to summarize, analyze, or automate finance workflows — with genuine interest in expanding that practice within FP&A and commissions processes.
Nice to Have
- experience with Salesforce, NetSuite, Adaptive Insights, or similar platforms.
- understanding of enterprise SaaS comp plan structures and how incentive design connects to business outcomes.
