Financial Analyst I
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Description
The Paylocity Sales Finance team is seeking a highly motivated individual that has a desire to continue to grow their career and build business partnerships along the way. The Sales Financial Analyst will be a key member of the growing Sales Finance team at Paylocity with responsibilities including financial modeling, sales analysis and other required sales finance duties in a fast-paced environment.
What you'll do:
- Perform certain financial analysis to evaluate the operating performance of various sales segments, including the evaluation of overall sales performance
- Assist in the preparation of various presentations to highlight key sales metrics and opportunities which will be presented to the Sales leadership
- Build and maintain dashboards in Excel that will support key business partners in the sales organization
- Partner with our Channels & Alliances team in order to optimize reporting and tracking of key metrics
- Play an integral role in the formation of the annual budget, including expense and revenue planning
- Maintain and update various financial metrics and ratios to assist management in the evaluation of business performance
- Prepare certain aspects of the financial analyses that supports monthly and quarterly close. Work with more experienced team members to identify areas that require further investigation
- Assist with various ad-hoc requests as needed
What you bring:
- Bachelor’s degree required with focus in Accounting or Finance preferred; other quantitative-focused majors may be considered
- 1-2 years of relevant experience
- Strong Excel and PowerPoint skills
- Salesforce experience is a plus
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