Junior Financial Analyst

About the Role

The Junior Financial Analyst, Commercial Finance supports RevSpring’s Sales team in evaluating opportunities, facilitating commercial deals with clear financial information, and measuring the financial performance of closed bookings. This role organizes sales and finance data, prepares deal economics and reporting, and ensures key assumptions and approvals are documented. The analyst will build foundational skills in commercial finance, forecasting, pricing analysis, and business partnership while contributing to a growing, data-informed sales process.

Key Responsibilities

• Commercial decision support and pricing analysis
• Prepare and maintain deal-level financial analyses, including expected bookings or ARR, contract term, pricing, discounts, payment structure, product mix, and key assumptions.
• Gather and organize inputs from Sales, Sales Operations, Finance, and other partners; identify missing or inconsistent information and follow up promptly.
• Assess deal scenarios and create pricing sensitivity; summarize financial tradeoffs and potential risks for review by the Senior Financial Analyst and appropriate decision-makers.
• Support deal-review meetings by preparing concise materials, tracking action items, open questions, following up on next steps, and documenting relevant commercial assumptions.
• Escalate and track exceptions, nonstandard terms, data gaps, and deals outside established guidance.
• Measurement of financial performance of closed bookings
• Maintain the tracking of closed recurring bookings and reporting outputs, including new bookings, renewals, cross-sell, product mix, contract values, and ARR-related inputs, using approved definitions and source systems.
• Reconcile bookings information to Salesforce and finance reporting; investigate differences with the appropriate teams and maintain an auditable record of updates.
• Analyze bookings trends, pipeline movement, timing, attainment, and conversion; explain key changes in clear, factual commentary for Sales and Finance partners.
• Support bookings-to-revenue analysis by organizing assumptions on expected close dates, product mix, implementation timing, and customer activation for review by senior analysts.
• Facilitate the commercial sales process
• Support the weekly forecast cadence and recurring deal reviews by preparing current opportunity data, highlighting changes, and tracking assigned follow-ups.
• In partnership with Sales Operations, validate Salesforce data quality for fields used in bookings and forecasting, including opportunity stage, close date, value, product, and related assumptions; coordinate corrections as needed.
• Apply RevSpring’s sales qualification and deal-review frameworks, including MEDDPICC concepts, to organize relevant deal information and surface gaps for the sales team.
• Coordinate timely handoffs and information flow across Sales, Sales Operations, Finance, Legal, and implementation partners.
• Build reporting, organization, and automation
• Organize source files, deal documentation, recurring reports, and process notes so information is current, consistent, and easy for the team to use.
• Refresh standard commercial reports and dashboards, perform reasonableness checks, and prepare materials for forecast calls, business reviews, and leadership discussions.
• Identify opportunities for optimization including but not limited to elimination of repetitive/manual steps in bookings, deal review, and commercial reporting; enhance the documentation, testing of automation processes in collaboration and with guidance from senior analyst.
• Use approved AI and automation tools to assist with data organization, first-draft summaries, variance commentary, and workflow documentation; verify all figures and conclusions against source data before sharing.
• Follow company requirements for confidential information, access, and approved AI use; including adherence to security, privacy, and appropriate use of restricted customer or company data.

Requirements & Tech Stack

• Strong Excel skills, including comfort organizing data, using formulas, and checking calculations; interest in developing financial modeling skills.
• High attention to detail and the ability to manage recurring deadlines, keep work organized, and follow a process consistently.
• Clear written and verbal communication skills; able to explain questions, summarize findings, and work constructively with Sales and Finance colleagues.
• Curiosity about how sales activity, pricing, bookings, and customer implementation timing affect revenue and business performance.
• Exposure to Salesforce, Power BI or similar reporting tools, planning systems such as Pigment, or financial systems such as NetSuite (preferred).
• Basic familiarity with SQL, data visualization, or workflow automation; willingness to learn new systems and analytical tools (preferred).
• Experience using generative AI or automation for analytical tasks, with attention to validation, privacy, and responsible use (preferred).
• Interest in healthcare technology, payments, communications, SaaS, or other business-to-business services (preferred).

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field; equivalent relevant education or experience may be considered.
• 0–1 year of experience in financial analysis, accounting, sales operations, or a related internship or co-op role.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to write reports, business correspondence and procedure manuals.
• Ability to effectively present information and respond to questions from a variety of both internal and external sources.