Financial Planning Associate Director (Associate Director of Sales Finance)

TL;DR

Financial Planning Associate Director (Sales Finance): Partner with Sales and Marketing leadership on sales optimization, retention analytics, and marketing investment analysis with an accent on data-driven insights, forecasting, and compensation strategy. Focus on designing scalable metrics, dashboards, and processes to maximize revenue efficiency and support global revenue operations.

Location: Hybrid (8 days/month) in USA - Kennesaw, GA or USA - Riverwoods, IL. Applicants may be required to appear onsite.

Salary: $111,200 - $198,650 USD (eligible for bonus).

Company

Global information services company providing professional software solutions and services in B2B SaaS.

What you will do

• Design and evolve metrics, reports, analyses, and dashboards for business decisions, analyzing lead conversion, win-back campaigns, discounts, incentives, and marketing campaigns.
• Partner with sales leaders to execute initiatives maximizing sales team efficiency, productivity, and effectiveness.
• Contribute to sales compensation plans aligned with revenue targets and analyze incentive effectiveness.
• Drive system and process enhancements for a scalable revenue engine.
• Support Global Revenue Operations initiatives and best practices across the organization.

Requirements

• 7+ years in Revenue Operations, Finance, Sales Operations, or Marketing Operations, ideally in high-growth B2B SaaS.
• Strong analytical and problem-solving skills; model complex problems using spreadsheets, analysis tools, AI visualization.
• Project management and cross-functional leadership; comfortable with ambiguity, tight deadlines, changing scope.
• Strong financial acumen; experience with Finance on planning, modeling, reporting.
• Proficiency with Salesforce and marketing automation; integrate data for unified Go-to-Market view.
• Executive communication and stakeholder management skills.

Culture & Benefits

• Competitive benefits: Medical, Dental, Vision, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance.
• Vacation, Sick Time, Paid Parental Leave.
• High-impact role with executive exposure and broad influence on company growth.

Hiring process

• Interviews without AI tools or external prompts; authenticity required, no virtual backgrounds, includes in-person interviews.
• Use of AI-generated responses or third-party support leads to disqualification.
• May require onsite appearance at hirify.global office.