[Hiring] Strategic Finance Analyst @Actionstep

Role Description

The Strategic Finance Analyst is a core contributor to Actionstep’s Finance team. The role’s initial focus areas are core FP&A work, including:

• Forecasting and profitability analysis
• Gross margin and pricing analysis
• Commission calculations across Sales, Partner, and Operations teams

You will report to the VP of Finance and work closely with the broader Finance and RevOps teams. As Actionstep’s needs evolve, the specific mix of responsibilities may shift, and you may take on additional or different analytical work over time.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 1–3 years of proven work experience as a Financial Analyst, or in a similar FP&A, accounting, or business analysis role
• Strong Excel skills, including advanced formulas and financial modeling
• Working knowledge of SQL and curiosity to learn more
• Excellent analytical skills and comfort working with large, sometimes imperfect datasets
• Ability to present financial data clearly through reports, charts, and summaries for both financial and non-financial audiences
• Hands-on experience with financial or ERP systems
• Strong personal accountability for accuracy, particularly on recurring deliverables that affect employee pay

Requirements

• Support the development and maintenance of annual budgets and rolling forecasts
• Conduct budget-to-actual variance analysis and support profitability analysis across the business
• Build and maintain financial models to support business decisions, including scenario and sensitivity analysis, particularly through the use of AI tools
• Contribute datasets and analysis to board and executive reporting materials
• Conduct gross margin analysis by product, segment, and customer cohort, and identify trends and margin improvement opportunities
• Support pricing strategy and annual price increase analysis, including modeling impact across customer segments, for new and existing product lines
• Support monthly/quarterly commission calculations for Sales, Partner, and Operations teams, including quality control checks prior to distribution
• Partner with Sales, RevOps, and Partner teams to ensure the data behind commission calculations is accurate
• Investigate and resolve commission discrepancies as they arise
• Partner with the Senior Financial & Systems Analyst on the data and systems behind the company’s business intelligence, recurring reporting, and general analysis efforts
• Automate recurring deliverables, such as commission calculations, to reduce manual, spreadsheet-based work over time
• Help document the business logic behind recurring Finance calculations so it’s repeatable and scalable
• Build or maintain dashboards and reporting views that support recurring Finance deliverables
• Flag data quality issues upstream and work with the relevant team to fix them at the source

Benefits

• Medical, dental, vision offerings
• RRSB with company match
• Flexible working and PTO
• Take your birthday off
• Frequent team-building events
• Fantastic training and development opportunities

This Role Reports To

VP of Finance (Christian Ebersol).

Metrics of Success

• Accuracy & reliability: recurring deliverables are accurate and delivered on time, with minimal rework
• Analytical value: your analysis is trusted and used by Finance leadership and cross-functional partners in decision-making
• Cross-functional trust: partner teams across the business view Finance as a reliable, responsive partner
• Growth in scope: demonstrates readiness to take on broader financial planning and strategic analysis responsibilities within 12 to 18 months

Actionstep welcomes and encourages applications from people with disabilities. Accommodations are available on request for any part of the recruitment process, please email [email protected]. All requests are kept confidential.