Junior Financial Analyst at Brightly Software in Raleigh, NC | Kablio

Role

Description

dashboard development

automated tools

metrics monitoring

pipeline evaluation

trend analysis

benchmarking

Partner with Business Intelligence to design automated tools and dashboards for real-time insight into sales cycle metrics surrounding Lead Generation, Opportunity Creation, Pipeline Management, and Deal Closure
Evaluate sales territory coverage and opportunity pipelines to optimize regular sales activity
Collaborate with global finance and support teams (Revenue Ops, Order to Cash, Accounting, Legal, Tax, etc.) to streamline sales enablement processes
Support critical initiatives including benchmarking and competitor market analysis.
Monitor sales metrics to understand how key indicators are impacting performance and regularly engage with Senior Leadership in Sales Finance to provide complete insight into key takeaways
Support monthly reviews with analysis of Sales Productivity indicators.
Analyze sales and marketing important metrics to uncover performance insights and share findings with senior leadership
Investigate performance anomalies, identify root causes, and elevate findings with clear storytelling
Spot data trends and provide actionable recommendations to Sales Finance Leadership prior to strategic intervention points
Deliver insights on cross-sell and up-sell opportunities to enhance customer lifetime value. Recommend ways to structure or compensate the sales team to improve output

Requirements

salesforce

powerbi

alteryx

snowflake

mba

ai

Exposure to Salesforce.com (CRM tools) and its connected tool environment (data analytics and visualization tools such as Clari), and pipeline/funnel management is a plus.
Minimum Bachelor’s degree in finance, or equivalent qualification in a finance-based course of studies with demonstrated academic excellence. Post-graduate qualifications are a plus (MBA)
Advanced experience and skills in Digitalization and Automation, especially you are firm with PowerBI, KNIME, Alteryx and Snowflake and are able to understand the requirements for data management and value flows in order to build Senior Management Reporting and dashboards. Experience with Anaplan is a plus
Basic understanding of sales incentive planning and calculation
Min. 3 years of professional experience in financial analytics, sales/marketing analytics, consulting in a SaaS environment OR if you have completed a Finance talent program for accelerated career development
Advanced proficiency in Microsoft Excel, PowerPoint, and Word
Demonstrated financial modelling experience, that includes advanced analysis of customers, products, or sales reps
Time Management - Ability to meet tight timeframes with emphasis on sustained accuracy and attention to detail
Advanced Data Analysis & Financial Modeling - Ability to interpret complex data sets and build models that drive strategic decisions and performance insights.
First hands-on experience in using AI to improve operational efficiency, financial analytics and data automation.
Basic knowledge of standard sales/marketing metrics is preferred (CAC, SQL/MQL, Close Rates, AOV, TCV, LTV)
Strategic Communication & Business Sense - Skilled at translating financial insights into clear, actionable narratives for senior leadership, with a strong understanding of SaaS metrics and sales processes.
Possesses a positive, “can do” attitude - with a highly developed curiosity to find creative ways to solve problems

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

no employer-sponsored work authorization required; applicants must be us authorized.

Security clearance

Information not given or found

Company

Overview

Founded with a mission to transform asset and facilities management using innovative software solutions.
Leverages cloud-based technology to help organizations manage their physical assets more efficiently.
Software suite includes tools for managing maintenance, capital planning, and energy consumption.
Typically works with public and private sector clients, including schools, municipalities, and large enterprises.
Has helped organizations cut operational costs while improving the lifespan and performance of critical assets.
Specializes in creating systems that integrate with existing infrastructure for seamless asset management.
Offers solutions that support data-driven decision-making, empowering organizations to optimize operations and resources.

Culture + Values

Collaboration: We are stronger together.
Innovation: We thrive on creativity and embrace change.
Customer First: We exist to serve our customers.
Integrity: We do the right thing, even when no one is watching.
Accountability: We take ownership of our work and results.
Respect: We treat people with dignity and value diverse perspectives.

Environment + Sustainability

Net Zero by 2050

Carbon Emission Commitment

Committed to achieving net zero carbon emissions by the year 2050.

Focus on reducing environmental impact through sustainable product offerings.
Works to drive environmental sustainability through data-driven solutions that help organizations manage resources more efficiently.

Inclusion & Diversity

Has a dedicated focus on creating a diverse and inclusive work environment.
Strives for gender equity with an increasing number of women in leadership roles.
Committed to diverse talent recruitment and fostering inclusive company culture.

Articles

Brightly Software Careers

About Us

Solutions

Role

Description

dashboard development

automated tools

metrics monitoring

pipeline evaluation

trend analysis

benchmarking

Partner with Business Intelligence to design automated tools and dashboards for real-time insight into sales cycle metrics surrounding Lead Generation, Opportunity Creation, Pipeline Management, and Deal Closure
Evaluate sales territory coverage and opportunity pipelines to optimize regular sales activity
Collaborate with global finance and support teams (Revenue Ops, Order to Cash, Accounting, Legal, Tax, etc.) to streamline sales enablement processes
Support critical initiatives including benchmarking and competitor market analysis.
Monitor sales metrics to understand how key indicators are impacting performance and regularly engage with Senior Leadership in Sales Finance to provide complete insight into key takeaways
Support monthly reviews with analysis of Sales Productivity indicators.
Analyze sales and marketing important metrics to uncover performance insights and share findings with senior leadership
Investigate performance anomalies, identify root causes, and elevate findings with clear storytelling
Spot data trends and provide actionable recommendations to Sales Finance Leadership prior to strategic intervention points
Deliver insights on cross-sell and up-sell opportunities to enhance customer lifetime value. Recommend ways to structure or compensate the sales team to improve output

Requirements

salesforce

powerbi

alteryx

snowflake

mba

ai

Exposure to Salesforce.com (CRM tools) and its connected tool environment (data analytics and visualization tools such as Clari), and pipeline/funnel management is a plus.
Minimum Bachelor’s degree in finance, or equivalent qualification in a finance-based course of studies with demonstrated academic excellence. Post-graduate qualifications are a plus (MBA)
Advanced experience and skills in Digitalization and Automation, especially you are firm with PowerBI, KNIME, Alteryx and Snowflake and are able to understand the requirements for data management and value flows in order to build Senior Management Reporting and dashboards. Experience with Anaplan is a plus
Basic understanding of sales incentive planning and calculation
Min. 3 years of professional experience in financial analytics, sales/marketing analytics, consulting in a SaaS environment OR if you have completed a Finance talent program for accelerated career development
Advanced proficiency in Microsoft Excel, PowerPoint, and Word
Demonstrated financial modelling experience, that includes advanced analysis of customers, products, or sales reps
Time Management - Ability to meet tight timeframes with emphasis on sustained accuracy and attention to detail
Advanced Data Analysis & Financial Modeling - Ability to interpret complex data sets and build models that drive strategic decisions and performance insights.
First hands-on experience in using AI to improve operational efficiency, financial analytics and data automation.
Basic knowledge of standard sales/marketing metrics is preferred (CAC, SQL/MQL, Close Rates, AOV, TCV, LTV)
Strategic Communication & Business Sense - Skilled at translating financial insights into clear, actionable narratives for senior leadership, with a strong understanding of SaaS metrics and sales processes.
Possesses a positive, “can do” attitude - with a highly developed curiosity to find creative ways to solve problems

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

no employer-sponsored work authorization required; applicants must be us authorized.

Security clearance

Information not given or found