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Cotality

Provides property data insights for lenders

Finance Analyst

Corporate Finance & FP&AUpdated on Nov 12
Full-timeIrvine, CA, USA$77.1k - $85k /yrIn-person

About the Job

Requirements

  • A bachelor's degree in Business, Finance, Accounting, or Economics, or equivalent experience.
  • At least 2 years of experience in financial analysis, business analysis, new business analysis, or equivalent business experience.
  • Advanced proficiency in Excel, including joining multiple data sources, building pivot tables, and using advanced formulas.
  • Ability to interpret complex data sets and derive actionable insights.
  • Ability to prioritize tasks, meet deadlines, and manage multiple concurrent projects.
  • Ability to communicate financial results verbally and through reports, make presentations to leadership, and influence people toward organizational goals.

Responsibilities

  • Act as the dedicated finance partner to the sales organization.
  • Track new business results, analyze trends, and build dashboards to measure return on investment across individual, team, and organizational levels.
  • Process monthly commissions and use predictive analytics to identify business tailwinds and potential issues.
  • Monitor and adjust quotas to reflect changes in market conditions or company strategy.
  • Track quota attainment and provide analysis and recommendations to senior leadership.
  • Ensure timely and accurate payment of sales commissions while maintaining transparency and integrity in the process.
  • Collaborate with sales employees and leadership to understand their needs and provide financial insights for strategic decision-making.
  • Represent the Sales Finance function to senior leadership and communicate and present effectively.
  • Assist the sales finance team with annual sales plan creation and quota planning.
  • Support management reporting requests, special projects, ad hoc analyses, and process improvement initiatives.

Desired Qualifications

  • Experience using AI tools such as Copilot or Gemini.
  • Experience writing Python code.
  • Familiarity with business intelligence tools such as Looker or Power BI.
  • Familiarity with commission management software.

About the Company

Cotality

Provides property data insights for lenders

Cotality provides property data insights to support lenders, real estate, and financial clients in making smarter property decisions. Its main product use is smart mapping that keeps surveyors aligned with client requirements and generates accurate, lender-compliant reports. The service combines market research, climate resilience data, and risk signals to help users identify opportunities and reduce risks, while training resources like webinars and video guides help clients understand market dynamics and pricing. Cotality differentiates itself by delivering data-driven, lender-focused reporting and practical tools to improve productivity, streamline operations, and address issues like insurance fraud, rather than relying on generic data. The goal is to help clients price, value, and decide on property opportunities more confidently and efficiently.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Irvine, CA
Founded
Not listed

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