Title: Sr. Financial Analyst – Revenue & Sales KPIs - P3
Location: Canada Remote
Reports To: Financial Manager – Revenue & Sales KPIs

QUALIFICATIONS, EXPERIENCE & EDUCATION

Education: Bachelor’s degree in Business, Finance, or related field (MBA or relevant Master’s preferred)
Experience: Minimum of 3+ years in Financial Planning & Analysis (FP&A) roles and demonstrable familiarity with revenue KPI’s and a documented history of working with them in prior assignments
Analytical Expertise: Demonstrated ability to manage and analyze large data sets and provide meaningful insights in a summary manner
CRM Experience: Familiarity with NetSuite (including EBPCS and NSAW modules) and Salesforce a plus
Software Competences: Advanced knowledge of Microsoft Office tools, especially Excel, Tableau, or similar. Proficiency with VBA macros and/or Power Automate is a plus
Presentations Skills: Exceptional at clearly communicating summaries of detailed data (both written/data visualization and live presentations)

THE HIRING MANAGER SAYS:

“I’m looking for the kind of person who brings a blend of relentless curiosity, analytical rigor, and a continuous improvement mindset, and can translate complex data into insights by identifying key drivers of KPIs. I’m also looking for someone who can actively support and contribute to the evolution of our Revenue and Sales KPIs and systematize new reports/analyses as we enhance the breadth and depth of our reporting. This position will have a high degree of impact on the evolution of the FP&A department and will have the opportunity to learn about and engage in all functional areas of JD Power.

ABOUT THE ROLE

This position will analyze and track revenue and sales Key Performance Indicators (KPI’s). The position reports directly to the FP&A Leader for the company and will play a key part in bringing a more disciplined analytical focus to our revenue performance.
As part of our FP&A Team, the Sr. Financial Analyst – Revenue & Sales KPIs will produce data-driven insights into how our future revenue can be predicted, how we can explain our current revenue performance vs. prior periods and our budget, and what early warning signs we can find to identify revenue that’s starting to move off-track
As the role evolves, the Sr. Financial Analyst – Revenue & Sales KPIs will partner closely with cross-functional teams, including the finance team, product owners, and senior leadership to provide valuable insights and recommendations to enhance our financial performance.

THE IDEAL CANDIDATE FOR THIS ROLE IS …

The ideal candidate for this role is a detail-oriented, proactive, and highly organized professional. You are tech-savvy, detail-oriented, and capable of managing multiple priorities, and are able to drive change, adapt to new processes, and learn new information efficiently.

WHAT YOU’LL BE DOING IN THE ROLE

• Prepare monthly and maintain a consolidated database of revenue Key Performance Indicators (KPI’s) including Renewal performance; ARR & Gross/Net Retention metrics; ACV/TCV Bookings; variable revenue usage volume & average revenue per unit; etc.
• Analyze metrics at both the total corporate level for monthly Board of Directors (BoD) and Executive Committee (EC) distribution as well as at the product level for internal business unit consumption
• Maintain the data structure in our key recording and reporting systems (NetSuite and Salesforce) to enable automation of the analysis
• Support the development of Sales and Pipeline dashboards and provide targeted supplemental analysis upon request
• Participate in process and system enhancements with a focus on scalability for future growth and improving efficiency