Sales Finance Analyst

Reposted 5 Days Ago
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Guadalajara, Jalisco
Senior level
Information Technology • Consulting
The Role
The Sales Finance Analyst will support Revenue Operations by providing financial insights, developing revenue dashboards, and analyzing performance metrics for growth opportunities.
Summary Generated by Built In

We are:
Wizeline, a global AI-centric technology solutions provider, develops cutting-edge, AI-powered digital products and platforms. We partner with clients to leverage data and AI, accelerating market entry and driving business transformation. As a global community of innovators, we foster a culture of growth, collaboration, and impact.

With the right people and the right ideas, there’s no limit to what we can achieve

Are you a fit?
We are looking for a highly analytical and business-minded Sales Finance Analyst to support our Revenue Operations organization. This role will serve as a strategic partner to Delivery, Sales, and Finance leadership, providing insights that drive revenue growth, profitability, and operational efficiency.
The ideal candidate combines strong financial modeling expertise with advanced data analysis skills, leveraging tools such as SQL, Power BI, and Excel to transform complex data into actionable insights.
Key Responsibilities

  • Partner with Sales, Delivery, and Finance teams to forecast revenue, track performance, and identify growth opportunities.
  • Develop and maintain revenue dashboards, KPIs, and reporting, manipulating large datasets to provide actionable insights.
  • Analyze pipeline data, bookings, utilization, and pricing to provide actionable recommendations.
  • Support monthly, quarterly, and annual planning cycles, including variance analysis and executive reporting.
  • Build financial models to evaluate sales strategies, deal structures, and investment opportunities.
  • Drive process improvements to enhance reporting accuracy, timeliness, and automation.

Must-have Skills 

  • Bachelor’s degree in Finance, Economics, Business Administration, or related field 
  • 5+ years of experience in FP&A, Sales Finance, or Business Operations within Professional Services or SaaS.
  • Proven expertise with business intelligence tools: SQL (writing queries, joining datasets, building views), Power BI, Tableau, Qlik, etc. experience with data modeling is a strong plus.
  • Strong understanding of sales metrics (bookings, pipeline, utilization, margin, win rates, NRR)
  • Excellent communication skills with the ability to present insights to senior stakeholders.
  • Detail-oriented, with strong problem-solving and critical thinking abilities.

What we offer:

  • Competitive compensation & total rewards
  • Health benefits & wellness programs
  • Savings & retirement plans
  • Global mobility opportunities
  • Flexible work policy and remote-friendly approach
  • Happy hours, gaming tournaments, sports activities & more
  • Continuous learning & training programs with WizeAcademy
  • Free certifications in cloud technologies and coding languages

Find out more about our culture here.

Top Skills

Excel
Power BI
Qlik
SQL
Tableau
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The Company
1,444 Employees
Year Founded: 2014

What We Do

Wizeline, a global technology services provider, builds the best digital products and platforms at scale. We focus on measurable outcomes, partnering with our customers to modernize core technologies, mature data-driven capabilities, and improve user experience.

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