Sales Finance Specialist

At Smart Channel, a fast-growing leader in sales solutions based in Mandaluyong City, Philippines, we’re committed to transforming complex data into actionable insights that drive business success. Join our dynamic team as a Sales Finance Specialist and play a pivotal role in shaping accurate financial processes that empower strategic decision-making. This full-time, onsite position offers a competitive monthly salary of $35,000 PHP equivalent, with excellent opportunities for career development and advancement in a structured, data-driven environment. Key Responsibilities Ensure precise quoting, pricing, and revenue data to maintain financial integrity across sales operations. Maintain clean, consistent CRM and financial data, primarily using HubSpot and other quoting systems, to support seamless sales workflows. Develop comprehensive financial and performance dashboards using Excel, Power BI, and Looker to provide sales leadership and HR with timely insights. Analyze historical and current sales financial data to identify trends, gaps, and revenue opportunities, enhancing forecasting accuracy. Validate pricing, discounts, and quote accuracy prior to approvals, reducing errors and financial risks. Identify inconsistencies or anomalies in sales finance data to mitigate risks and improve data quality. Drive process automation initiatives to reduce manual errors and increase efficiency in sales finance workflows. Own sales reporting and performance tracking, including conversion rates, commission calculations, and lead engagement metrics. What We're Looking For Required: At least 2 years of experience in sales finance, financial analysis, or a related role, preferably within a B2B environment. Strong proficiency in Excel and Google Sheets; experience with Power BI, Looker, or similar analytics tools is highly desirable. Familiarity with CRM systems, especially HubSpot, and quoting platforms. Excellent analytical skills with a keen eye for detail and accuracy. Ability to communicate complex financial data clearly to non-financial stakeholders. Strong organizational skills and a passion for creating structured, repeatable processes. Preferred: Experience in process automation and workflow optimization using tools like Zapier or Microsoft Power Automate. Knowledge of sales commission structures and incentive plans. Demonstrated ability to work collaboratively in cross-functional teams. Continuous learning mindset with interest in career growth within finance and sales operations. What We Offer Competitive compensation aligned with industry standards in the Philippines. Health insurance coverage to support your well-being. Paid time off to maintain a healthy work-life balance. Retirement plan options to secure your future. Professional development programs and training to enhance your skills and career advancement. Onsite work environment in Mandaluyong City with modern office facilities. Collaborative culture that values innovation and continuous improvement. Frequently Asked Questions What are the working hours for this position? The Sales Finance Specialist role follows a regular day shift schedule, Monday through Friday, onsite at our Mandaluyong City office. Is remote work an option? This position requires onsite presence in Mandaluyong City to facilitate close collaboration with sales and finance teams. What tools will I use daily? You will primarily work with CRM systems like HubSpot, Excel, Google Sheets, and business intelligence tools such as Power BI and Looker. What growth opportunities are available? Smart Channel supports career development through ongoing training and advancement opportunities within our finance and sales operations departments. What qualifications are essential? A minimum of 2 years in sales finance or financial analysis, strong analytical skills, and proficiency with Excel and CRM tools are required. How can I apply? Interested candidates should submit their application promptly to join a forward-th