Sr. Sales Finance & Analytics Manager
About the role
Iteris is seeking a Senior Sales Finance & Analytics Manager to enhance the financial rigor, forecasting discipline, and analytical frameworks supporting the global revenue organization. This role integrates Finance, Sales, Sales Operations, and GTM leadership responsibilities, focusing on revenue forecasting, sales financial planning, deal governance, and compensation analytics.
Responsibilities
Revenue Forecasting & Financial Planning: Partner with Sales Leadership, Sales Operations, and Finance to build and refine revenue forecasts, financial models, and long-range revenue plans. Lead weekly and quarterly forecasting cycles, ensuring alignment between pipeline, bookings, backlog, and revenue recognition. Conduct scenario modeling to evaluate revenue risks, sensitivities, and upside opportunities. Provide insights that improve forecast accuracy, predictability, and visibility.
Deals Desk Leadership: Serve as the primary financial partner for deal review, pricing approvals, and commercial structuring. Evaluate pricing, discounting, margin impact, and deal economics to ensure financial discipline. Partner with Sales to structure deals that balance competitiveness with profitability. Develop and maintain deal approval matrices, pricing guardrails, and financial justification templates. Analyze deal patterns to identify opportunities for improved pricing strategy and margin expansion.
Sales Compensation & Quota Planning: Partner with Sales Leadership and Finance to design quota models, territory assignments, and capacity plans. Support annual compensation planning, including plan design, modeling, and financial impact analysis. Monitor quota attainment, productivity metrics, and compensation-to-revenue ratios. Ensure compensation plans align with company strategy, revenue goals, and financial constraints. Provide insights into compensation effectiveness and recommend adjustments to improve performance and ROI.
Performance Analytics & Insights: Analyze performance across hardware, software, and services to understand revenue drivers and margin impacts. Identify trends in pipeline generation, conversion rates, deal velocity, and sales productivity. Deliver insights into customer segmentation, channel performance, and sales motions. Evaluate pricing and discounting trends to understand their impact on revenue and margin.
Reporting, Dashboards & Executive Communication: Define, manage, and track core financial and operational KPIs that guide the revenue organization. Build scalable dashboards and reporting infrastructure using Salesforce, Excel, and BI tools. Ensure data accuracy, consistency, and alignment across systems. Translate complex financial and operational data into clear, executive-ready insights. Develop analytical summaries and presentations for executive leadership, QBRs, and strategic planning sessions.
Cross-functional Strategic Support: Act as a strategic analytical partner across Sales, Finance, Product, and Operations. Support initiatives including go-to-market planning, partner/channel performance analysis, and new product launch measurement. Build scalable analytical frameworks that support long-term revenue growth and financial discipline.
Requirements
Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related analytical field (MBA a plus)
10+ years of experience in FP&A, Sales Finance, Revenue Strategy, or Revenue Operations within a technology-driven or high-growth environment
Advanced Excel modeling and financial analysis skills; ability to build complex revenue, compensation, and deal models
Strong experience with Salesforce reporting, CRM analytics, and Microsoft Suite (especially PowerPoint)
Experience with BI tools such as Tableau, Power BI, Looker, or similar
Working knowledge of SQL or data querying tools preferred
Strong ability to translate financial and operational data into clear business recommendations
Excellent communication skills with experience presenting insights to senior leadership
Qualifications
Strong analytical and problem-solving skills
Ability to work independently and collaboratively
Highly organized and detail-oriented
Strong interpersonal and communication skills
Ability to manage multiple projects simultaneously
Skills
Advanced Excel modeling and financial analysis skills
Strong experience with Salesforce reporting, CRM analytics, and Microsoft Suite
Experience with BI tools such as Tableau, Power BI, Looker, or similar
Working knowledge of SQL or data querying tools
Strong ability to translate financial and operational data into clear business recommendations
Excellent communication skills
Benefits
Incentive-based yearly bonus
401(k) with immediate matching and no vesting period
Open Paid-Time-Off [PTO]
Comprehensive medical, dental, and vision coverage
Life insurance
Medical reimbursement plans
Disability coverage
Education assistance program