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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, forecasting, and reporting, with a strong focus on supporting sales organizations in high-tech environments. Proficient in analyzing business performance and collaborating across functions to drive strategic initiatives.
Highest-signal resume keywords
Financial PlanningSales ForecastingBusiness Performance ReportingFluency In SpanishMicrosoft Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisOperational SupportRisk AssessmentStrategic PlanningBusiness Development
Soft Skills
Effective CommunicationInfluencing SkillsTeam CollaborationDetail ManagementLeadership Potential
Tools & Technologies
AnaplanSalesforcePower BI
Certifications & Qualifications
CPAMBA
Industry Keywords
Finance Business PartnerSales TargetsSales Pipeline ManagementRevenue RecognitionCross-Functional Teams
About the role
Key responsibilities & impact- Serve as finance business partner to America’s Technical Sales and Latin America Expansion Sales leaders
- Report to the Finance Leader of AMER Expansion Sales
- Set annual sales targets, including individual target-sheet definition and monthly commission-attainment review and approval
- Support weekly sales-pipeline management and top-line sales forecasting
- Support end-of-quarter forecasting processes
- Participate in annual business planning and allocate sales targets across portfolios and territories
- Develop, maintain, and monitor daily, weekly, and quarterly business-performance reporting
- Build Quarterly Business Reviews and present quarterly finance decks to sales and finance senior management
- Collaborate with COO Finance to evolve planning, forecasting, reporting, and analysis systems and processes
- Analyze portfolios and territories across Latin America, including industry and customer-segment trends
- Partner with Spend Analysts on OpEx planning and forecasting
- Establish relationships with Client Services, Sales Operations, Legal, and Revenue Accounting
- Reinforce internal controls and communicate revenue-recognition policies
- Monitor finance policies, practices, and processes and recommend improvements
- Implement corporate and division standards and escalate exceptions or questionable practices
- Lead or contribute to cross-industry or cross-geography COO Finance projects
Requirements
What you’ll need- Bachelor’s degree in finance, business, or accounting
- CPA or MBA desired but not required
- Minimum of 5 years of progressively responsible business and finance experience
- Minimum of 3 years of experience providing financial, operational, and administrative support to high-tech sales organizations
- Fluency in Spanish, spoken and written
- Strong knowledge of information systems, financial planning, accounting, strategic planning, risk assessment, and business development
- Effective written and verbal communication skills
- Influencing skills at various organizational levels
- Ability to manage key details and distill knowledge into clear messages
- Ability to work in a fast-paced environment and manage tight deadlines
- Ability to learn quickly
- Strong team-player and leadership potential
- Ability to work on cross-functional teams across the globe
- Strong Microsoft Excel skills
- Anaplan, Salesforce, and Power BI experience is a plus
Benefits
Comp & perks- Annual cash bonuses may be included
- Commissions for sales roles may be included
- Stock grants may be included
- Comprehensive benefits package
- Health and financial benefits
- Time away and everyday wellness benefits
- In-person onboarding and/or in-person ID verification may be provided or required
