Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

The Sales Reporting, Sr. Financial Analyst plays a critical role in optimizing the effectiveness and efficiency of our sales organization. This individual will partner closely with sales leadership, finance, and other cross-functional teams to provide data-driven insights, improve sales processes, manage financial planning for sales, and ensure accurate reporting. This role requires a strong analytical mindset, a deep understanding of sales operations, and the ability to translate complex financial data into actionable business recommendations.

Sales Process Optimization & Strategic Support:

Gather and organize sales data from multiple sources; Identify patterns, trends, and opportunities for improvement within sales data to inform decision-making.

Analyze GTM performance metrics and make strategic recommendations to management

Partner with key stakeholders across the organization and be responsible for implementing and driving process improvements, delivering value-added business analysis, as well as defining and reporting meaningful financial and operational metrics that lead to insightful business decision-making

Perform ad hoc analyses to quickly solve time sensitive business cases and operational challenges

Assist in sales forecasting by leveraging historical data, business intelligence, and market trends.

Support the formulation and tracking of sales KPIs and enable sales teams to meet targets.

Sales Performance & Reporting:

Develop, maintain, and enhance key sales dashboards and reports (e.g., pipeline health, sales productivity KPIs, etc).

Monitor and track sales performance against key metrics, highlighting areas of concern and proposing corrective actions.

Provide ad-hoc analysis and reporting to support sales management's evolving needs, including deep dives into trends, campaigns, and key opportunities.

Partner with sales leadership to assess the health of the sales pipeline, providing insights into forecast accuracy and potential risks/opportunities.

Ensure the timely delivery of accurate financial reports and other regular essential reporting documents

Data Analysis & Systems

Proficiently utilize CRM systems (e.g., Salesforce), ERP systems, and financial planning tools to extract, analyze, and report on sales data.

Collaborate with Business Intelligence/Data teams to ensure data accuracy and integrity across sales systems (CRM, ERP)

Experience with data visualization tools (e.g., Tableau, Power BI) is highly desirable

Collaborate with sales and technical teams to drive automation and improve operational workflows.

What experience you need: 

5-7 years of FP&A, Finance, Sales Finance, RevOps, Business Analysis or related experience

Bachelor’s degree in finance/accounting or related field, or equivalent work experience

Salesforce experience required

Leverage advanced Excel skills for complex data manipulation, modeling, and scenario planning.

Successfully manage multiple tasks, projects, and priorities in a fast-paced environment

The ideal candidate is a self-starter, takes initiative, works well under pressure, and excels at handling ambiguity

Ability to interpret financial statements and convey key recommendations to the business

Attention to detail and capable of self-review and providing polished deliverables

Excellent written/verbal communication skills

#LI-JD1

#LI-Hybrid

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

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