Commercial finance & Sales Analyst

CommercialFinance & Analyst

Position Overview

We are looking for a detail-oriented and analytical Commercial Analyst to support the Sales and Finance functions by providing data-driven insights into sales performance, revenue, profitability, forecasting, and commercial decision-making.

The role will act as a key link between Sales and Finance , ensuring accurate and consistent commercial data while identifying trends, risks, and opportunities that can improve business performance.

Key Responsibilities

• Track and analyze sales performance, pipeline, revenue, and target attainment across products, clients, and regions.
• Develop and maintain sales forecasts, revenue projections, and commercial models to support business planning.
• Partner with the Finance team on budgeting, financial planning, variance analysis, and profitability analysis.
• Analyze margin and profitability by product, client, geography, and business segment.
• Prepare and maintain weekly, monthly, and quarterly sales and commercial reports for leadership.
• Build and maintain dashboards and performance trackers to provide visibility into key commercial metrics.
• Identify trends, performance gaps, risks, and growth opportunities through analysis of commercial and sales data.
• Monitor sales pipeline health, conversion rates, revenue realization, and forecast accuracy.
• Work closely with Sales teams to validate data, understand business drivers, and improve reporting accuracy.
• Act as a liaison between Sales, Finance, and other business functions to ensure data consistency and alignment.
• Support management with ad-hoc analysis, business cases, scenario modelling, and commercial insights .
• Develop and improve reporting processes, models, and analytical frameworks to increase efficiency and accuracy.

Key Skills & Competencies

• Strong analytical and problem-solving skills.
• Strong understanding of sales, revenue, forecasting, budgeting, and profitability concepts .
• Advanced Microsoft Excel / Google Sheets skills, including data analysis, pivot tables, lookups, and financial modelling.
• Experience with BI and dashboarding tools such as Power BI, Tableau, or similar tools is preferred.
• Strong attention to detail and ability to work with large datasets.
• Ability to translate complex data into clear business insights and recommendations .
• Strong communication and stakeholder management skills.
• Ability to work effectively with both Sales and Finance teams .
• Strong organizational skills with the ability to manage multiple priorities and deadlines.

Qualifications & Experience

• Bachelor's degree in Finance, Business, Economics, Commerce, Data Analytics, or a related field .
• 25 years of experience in Commercial Analytics, Sales Analytics, FP&A, Business Analytics, Revenue Operations, or a similar role.
• Experience working with sales data, financial data, forecasting, and management reporting .
• Experience in a B2B, technology, SaaS, or enterprise environment would be an advantage.

Key Performance Indicators (KPIs)

• Sales forecast accuracy
• Revenue and target attainment
• Pipeline reporting accuracy
• Reporting and dashboard accuracy
• Budget vs. actual variance
• Margin and profitability visibility
• Timeliness of commercial reporting
• Data alignment between Sales and Finance

Preferred Title Options

1. Commercial Analyst – best overall/general title.
2. Commercial Finance & Sales Analyst – best if the role has a strong Finance component.
3. Sales & Commercial Analyst – best if Sales performance and pipeline are the primary focus.
4. Revenue & Commercial Analyst – suitable for a technology/SaaS environment.
5. Commercial Business Analyst – broader role with more business strategy involvement.