Financial & Revenue Analyst - HYBRID

$110,000 - $150,000/Yr

Site Technologies - Chicago, IL

Full-time - Mid Level

Chicago, IL

Professional, Scientific, and Technical Services

About the position

The Financial & Revenue Analyst at SITE Technologies plays a crucial role in managing the billing process and collaborating with the Sales team and Controller. This position is essential for analyzing cost models, developing pricing strategies, and ensuring effective compensation plans for the Sales team. The role requires a strong background in revenue operations and financial analysis, with a focus on improving pricing models and revenue growth through data-driven insights.

Responsibilities

• Conduct an in-depth analysis of current cost models to determine actual platform costs.
• Perform market assessments to benchmark competitor pricing strategies.
• Develop a value-based 'land and expand' pricing model to enhance the existing framework.
• Ensure compensation plans are aligned with market expectations and include effective incentive structures for the Sales team.
• Design a scalable quoting system using Salesforce, ensuring it captures discounting, routes to appropriate approvers, and includes all necessary billing and operational information.
• Utilize Salesforce and other internal tools to analyze customer spending patterns and identify opportunities for improving pricing models and revenue growth.
• Develop equitable territories as the organization transitions from a team quota model.
• Create fair and balanced quotas by team and region to drive revenue growth.
• Support the Chief Revenue Officer (CRO) in developing and refining revenue forecasts to ensure accuracy and alignment with business goals.
• May be responsible for other duties as assigned.

Requirements

• Bachelor's degree in finance, Accounting, Business, Economics, or a related field
• 3+ years specific experience
• Proven experience in financial analysis, revenue operations, or a similar role
• Strong understanding of pricing models, compensation plans, and quoting systems
• Experience working with Accounts Receivable (A/R) and billing processes
• Expertise in Salesforce and other business intelligence tools
• Knowledge of ERP systems
• Excellent analytical and problem-solving skills with a keen eye for detail
• Ability to collaborate with cross-functional teams, especially Sales and Finance
• Strong communication skills, both verbal and written.

Nice-to-haves

• Advanced degree (i.e., MBA or MS in Finance) or professional certifications (i.e., CFA, CPA) are a plus
• Experience in SAAS revenue models, subscription-based revenue, or product-based revenue strategies
• Experience at a technical start-up company
• Experience in managing or participating in process improvement initiatives related to revenue operations.