Newfold Digital · 2 months ago
Manager Financial Planning and Analysis - Sales
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $140K/yr
3+ years expNewfold Digital, through its brand Bluehost, is a leader in web hosting and WordPress, focusing on creating a robust digital presence for customers. The Manager of Financial Planning and Analysis will work closely with the sales team to optimize revenue through reporting, forecasting, and strategic initiatives, while improving sales funnel efficiency and analyzing complex data sets.
Domain RegistrarInformation TechnologySEOWeb DesignWeb DevelopmentWeb Hosting
Responsibilities
You will work directly with the US sales team on reporting, forecasting, and strategic initiatives, with a focus on optimizing the sales funnel and pipeline
Revenue analysis – Develop and maintain revenue models, including product pricing, customer tenure segmentation, and KPIs at the brand, customer, and product level
Conduct deal analysis, provide FP&A inputs for large promotions, sales activities, and evaluate sales funnel efficiency (e.g., lead conversion rates, pipeline velocity)
Revenue forecast and planning – Collaborate with marketing, support, and sales teams to define targets, build sales forecasts based on pipeline data, and model scenarios for funnel optimization and quota attainment
Sales funnel and pipeline management – Monitor and analyze the sales pipeline stages, identify bottlenecks, forecast pipeline health, and recommend strategies to improve conversion rates, deal progression, and overall sales efficiency
Analyzing complex data sets – Extract actionable insights from sales and financial data to inform strategic decisions, support cross-functional collaboration, and enhance sales strategies
Improve revenue forecasting / pacing processes – Refine models incorporating sales pipeline dynamics, historical funnel data, and market trends to achieve more accurate pacing and forecasting
Daily / Weekly / Monthly reporting – Generate reports on sales performance, including pipeline coverage, funnel metrics (e.g., win rates, average deal size), and revenue attribution
Forecasting and reporting of Key KPIs – Track and report on sales-specific KPIs such as pipeline value, stage-to-stage conversion, sales cycle length, and quota achievement
Monitoring and planning Marketing Expenses – Align marketing spend with sales funnel needs, analyzing ROI on lead generation and nurturing activities
Business planning support for new products / markets / initiatives – Evaluate potential impacts on sales pipelines and funnels for new launches, providing financial modeling and risk assessments
Own and improve ongoing reporting and analysis processes – Automate periodic reporting on sales funnel and pipeline metrics; identify opportunities to drive efficiencies in data handling and visualization
Prepare quick and accurate ad-hoc reports – Respond to specific business requirements, such as custom analyses of pipeline gaps or funnel drop-off points
Qualification
Required
3-5 years of experience in business finance, with a focus on sales FP&A, including analytics, dashboard creation, and presentations to senior management and sales leadership
CPA, MBA, or Master's in Finance; experience in SaaS environments is a plus
Proven ability to develop and present business cases that incorporate sales funnel and pipeline data to drive strategic decision-making and investments
Exceptional knowledge of Advanced Excel for modeling sales pipelines and funnels
Ability to drive outcomes through a matrix organization with multiple stakeholders, including sales, marketing, and operations teams
Highest standards of accuracy and precision; highly organized, with a data-driven approach to sales performance
Ability to work under pressure and meet tight deadlines; requires excellent time management skills in a fast-paced sales environment
Preferred
Proven experience with Tableau to design, develop, and maintain interactive dashboards and reports that visualize sales funnel stages, pipeline health, and key metrics to drive data-driven decision-making and enhance financial analysis
Strong understanding of SaaS revenue models, including subscription metrics, revenue recognition, churn analysis, sales funnel optimization, and pipeline management to support accurate forecasting and strategic planning
Benefits
Health Insurance options to fit you
HSA
Medical
Dental
Vision
Matching 401K
Life/AD&D/STD/LTD
Tuition Reimbursement
Pet Insurance
Generous vacation policy
Company
Newfold Digital
Newfold Digital is a leading web presence solutions provider serving millions of businesses globally.
1001-5000 employees
H1B Sponsorship
Newfold Digital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (7)
2023 (13)
2022 (16)
2021 (9)
Funding
Current Stage
Late StageTotal Funding
$100M2025-12-09Debt Financing· $100M
2021-01-01Series Unknown
Leadership Team
Robledo Ribeiro
CEO Latam
Kevin Loomis
Vice President, Product & Engineering
Recent News
2026-01-03
2026-01-02
Company data provided by crunchbase