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Financial Sales Analyst Jobs (NOW HIRING)

Partner with Sales, Marketing, Finance HR, IT and Operations teams * Support implementation and ... Strong analytical skills with ability to translate data into insights and actions * Experience with ...

Sales Analyst

Torrance, CA · On-site

$80K - $100K/yr

Operational & Financial Analysis: * Provide insights that drive profitability and cost efficiencies across sales channels. * Work closely with operations and finance teams to reconcile forecasts with ...

Sales Analyst

Atlanta, GA · On-site

$80K - $100K/yr

Operational & Financial Analysis: * Provide insights that drive profitability and cost efficiencies across sales channels. * Work closely with operations and finance teams to reconcile forecasts with ...

Sales Analyst

Uniondale, NY · On-site

$80K - $100K/yr

Operational & Financial Analysis: * Provide insights that drive profitability and cost efficiencies across sales channels. * Work closely with operations and finance teams to reconcile forecasts with ...

Sales Analyst

Oak Brook, IL · On-site

$80K - $100K/yr

Operational & Financial Analysis: * Provide insights that drive profitability and cost efficiencies across sales channels. * Work closely with operations and finance teams to reconcile forecasts with ...

Sales Analyst

Lawrence, MA · On-site

$80K - $90K/yr

... Finance, or a related field2-4+ years of experience in sales analysis, business analytics, or a related role, preferably within the food, consumer packaged goods (CPG), or retail industryAdvanced ...

Financial Planning * Prepare and present monthly, quarterly, and annual sales comparisons, including variance analysis and executive-level reporting. * Support the development of short-term and ...

Financial Planning * Prepare and present monthly, quarterly, and annual sales comparisons, including variance analysis and executive-level reporting. * Support the development of short-term and ...

Sales Analyst

Lawrence, MA · On-site

$80K - $90K/yr

Bachelor's degree in Business, Marketing, Economics, Statistics, Finance, or a related field * 2-4+ years of experience in sales analysis, business analytics, or a related role, preferably within the ...

Bachelor's degree in Business, Marketing, Economics, Statistics, Finance, or a related field * 2-4+ years of experience in sales analysis, business analytics, or a related role, preferably within the ...

Collaborate with Sales, Marketing, Finance, Operations, and Supply Chain teams to support demand planning, product launches, discontinuations, and customer initiatives. * Conduct post-event analysis ...

Partner with Sales, Marketing, Finance HR, IT and Operations teams * Support implementation and ... Strong analytical skills with ability to translate data into insights and actions * Experience with ...

The Senior Sales Analyst works closely with the Project Engineering, Logistics, Operations and Finance teams to ensure that Nextpower is consistently exceeding customer expectations while ensuring ...

Summary The Sales Systems Administrator & Analyst is a highly analytical, research-orientated role ... Education, Experience and Skills • Bachelor's Degree in Finance, Accounting, Business Management ...

Bachelor's degree in Business, Marketing, Economics, Statistics, Finance, or a related field * 2-4+ years of experience in sales analysis, business analytics, or a related role, preferably within the ...

Showing results 21-40

Financial Sales Analyst information

See salary details

$41K

$80.8K

$121K

How much do financial sales analyst jobs pay per year?

As of Sep 10, 2026, the average yearly pay for financial sales analyst in the United States is $80,759.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $102,500.00 per year, depending on experience, location, and employer.

What does a financial sales analyst do?

A Financial Sales Analyst evaluates financial data to help companies make informed sales decisions and drive revenue growth. They analyze market trends, sales performance, and customer data to identify opportunities and recommend strategies for improvement. Their responsibilities often include preparing reports, forecasting sales, and collaborating with sales teams to optimize financial outcomes. In addition, they may assist with budgeting, pricing strategies, and tracking the effectiveness of sales campaigns.

What skills and qualifications are needed to be a financial sales analyst?

To thrive as a Financial Sales Analyst, you need strong analytical abilities, financial modeling expertise, and a bachelor’s degree in finance, economics, or a related field. Proficiency in Microsoft Excel, financial analysis software, and potentially certifications like CFA or FINRA licenses are commonly required. Excellent communication, relationship-building, and problem-solving skills help analysts explain complex data and support sales strategies. These competencies are vital for delivering actionable insights, driving revenue growth, and making informed recommendations in a competitive financial environment.

How does a financial sales analyst interact with sales teams and clients?

A Financial Sales Analyst works closely with sales teams to provide data-driven insights and forecasts that help shape sales strategies and targets. They often collaborate on client presentations, preparing customized reports or financial models that address specific client needs. Additionally, Financial Sales Analysts may join client meetings to clarify financial projections and answer technical questions, ensuring both the client and the sales team have a clear understanding of the value proposition. This collaborative approach not only supports sales growth but also builds trust with clients and internal stakeholders.

What is the difference between Financial Sales Analyst vs Financial Advisor?

AspectFinancial Sales AnalystFinancial Advisor
CredentialsBachelor's degree in finance, economics, or related field; certifications like Series 7 or 63 often preferredBachelor's degree; certifications such as Series 7, Series 66, or CFP are common
Work EnvironmentFinancial institutions, investment firms, banks; focus on sales and analysisFinancial planning firms, banks, independent practice; focus on client advising
Employer & Industry UsageUsed in banking, investment firms, and financial services for sales and market analysis rolesUsed across financial planning, wealth management, and investment advisory services

Financial Sales Analysts primarily focus on analyzing financial data and supporting sales strategies within financial institutions, while Financial Advisors work directly with clients to develop personalized financial plans. Both roles require similar certifications and often operate within the same industry environments, but their core responsibilities differ—analysts support sales and data analysis, whereas advisors focus on client relationships and financial planning.

What are top 3 skills for a financial sales analyst?

A financial sales analyst needs strong analytical skills to interpret financial data, excellent communication skills to present findings effectively, and a solid understanding of financial products and markets. Proficiency in Excel, financial modeling, and familiarity with CRM tools are also important. These skills enable analysts to identify opportunities, support sales strategies, and communicate insights clearly.

What states have the most Financial Sales Analyst jobs?

States with the most job openings for Financial Sales Analyst jobs include:

What are popular job titles related to Financial Sales Analyst jobs?

For Financial Sales Analyst jobs, the most frequently searched job titles are:

Infographic showing various Financial Sales Analyst job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $80,759 per year, or $38.8 per hour.

Sales Analyst

Dallas, TX • On-site

Oldcastle BuildingEnvelope
Construction Materials Wholesalers • 5 - 10K employees

Full-time

Re-posted yesterday


Key responsibilities

  • Conduct ad hoc analysis to support strategic and operational decision-making

  • Monitor and analyze pipeline health, quality, and conversion, and track performance against targets

  • Partner with sales teams to support accounts and territories, providing growth opportunities, risk identification, and performance diagnostics


Oldcastle BuildingEnvelope rating

7.2

Company rating: 7.2 out of 10

Based on 60 frontline employees who took The Breakroom Quiz


Job description

Role Overview:

We are seeking a highly analytical, data-savvy, and driven Sales Analyst to help accelerate revenue growth and improve sales performance. This role is ideal for someone who is comfortable working with data, building insights, and creating dashboards, and who thrives in a fast-paced, execution-focused environment.

The Sales Analyst will play a key role in understanding performance drivers, identifying risks and opportunities, and translating insights into action-while supporting disciplined execution across sales teams and growth initiatives.

Key Responsibilities

Performance Analysis & Insights:

  • Conduct ad hoc analysis to support strategic and operational decision-making
  • Identify drivers of performance changes (growth, decline, conversion gaps)
  • Translate data into clear insights, risks, and actionable opportunities
  • Deliver recommendations to improve revenue, conversion, and customer engagement

Pipeline & Execution Management

  • Monitor and analyze pipeline health, quality, and conversion
  • Track performance against targets and identify gaps early
  • Drive execution discipline through reporting, follow-ups, and performance cadence
  • Support forecasting accuracy and pipeline transparency

Account & Territory Support

  • Partner with sales teams to support accounts and territories, providing:
    • Growth opportunities
    • Risk identification
    • Performance diagnostics
  • Support large/key accounts with deep-dive analyses and tailored insights
  • Enable sales reps with data-driven recommendations and opportunity mapping

Growth & Revenue Initiatives

  • Support initiatives across:
    • Large Key Accounts
    • Transactional Customers
    • Pull-through strategies
    • Cross-selling and basket expansion
    • Recovery programs (churn and declining accounts)
    • New revenue generation opportunities
  • Identify SKU-level, customer-level, and segment-level growth levers
  • Ensure initiatives across segments translate into measurable revenue outcomes
  • Support and track key growth initiatives, ensuring progress and accountability
  • Partner with teams to:
    • Follow up on action plans
    • Measure impact of initiatives
    • Identify gaps and course-correct quickly

Cross-Functional Collaboration

  • Partner with Sales, Marketing, Finance HR, IT and Operations teams
  • Support implementation and tracking of conversion and customer experience improvements
  • Contribute to continuous improvement loops using data and customer insights

Key Skills & Qualifications

  • Data-savvy and naturally curious-driven to understand the "why" behind performance
  • Strong analytical skills with ability to translate data into insights and actions
  • Experience with sales analytics, pipeline management, and performance tracking
  • Proficiency in Excel, BI tools (e.g., Power BI, Tableau), and CRM systems
  • Ability to influence stakeholders and drive data-driven decisions
  • Strong communication skills with an ability to present to sales and executive audiences
  • Proactive and execution-oriented-doesn't just analyze but pushes for action
  • Hungry, high-energy, and growth-minded-comfortable in a fast-paced environment
  • A strong partner to Sales, with a focus on impact, speed, and results

What Success Looks Like

  • Clear visibility into performance drivers and risks
  • Improved pipeline quality and conversion rates
  • Actionable insights that drive revenue recovery and growth
  • Strong alignment between strategy, execution, and results
  • Stronger pipeline health and execution discipline
  • Growth initiatives that are tracked, executed, and delivering results
  • Measurable improvement in revenue, conversion, and customer value

What Oldcastle BuildingEnvelope employees say

Pay

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Hours and flexibility

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