Senior Level Financial Advisor Jobs

Company Description

How You'll Make an Impact

As an Advisor, Financial Systems, you will serve as a strategic partner within the Finance organization, leading the implementation, optimization, and governance of key financial platforms, most notably our Sales Compensation system, Xactly Incent. You will bring deep technical and functional expertise while also mentoring junior team members and driving continuous improvement across financial planning and sales compensation operations.

You will play a key leadership role in designing scalable, efficient processes, ensuring data integrity across systems, and enabling actionable insights for stakeholders in Finance, Sales Operations, and IT.

What You'll Achieve

• Own the end-to-end strategy and execution of financial system initiatives related to sales compensation and planning-supporting both daily operations and long-term roadmap.
• Serve as lead administrator and experience with Sales Compensation Tools, managing configuration, system enhancements, and overall governance of plan implementation.
• Collaborate cross-functionally with Finance, Accounting, Sales Compensation, and IT teams to ensure alignment of business requirements, integrations, and data workflows.
• Oversee the design and deployment of new compensation plans, including documentation, configuration, validation, and UAT processes.
• Develop and maintain robust reporting frameworks and dashboards, enabling Finance and Sales teams to make informed, data-driven decisions.
• Provide technical and functional leadership to junior members of the Financial Systems team, fostering skill development and knowledge sharing.
• Lead efforts to drive adoption and optimize system utilization, including user training, system documentation, and change management support.
• Stay informed of industry's best practices and emerging technologies to continuously improve system performance and user experience.

What You'll Bring

• Bachelor's degree in Finance, Accounting, Information Systems, or related field.
• 6-8 years of experience in sales operations or financial systems administration, design, or implementation, ideally within a fast-paced, matrixed organization.
• Deep hands-on experience with sales compensation tools, rev ops and sales ops.
• Strong data analysis and modeling skills using Excel; comfort validating system configuration with operational data.
• Solid understanding of relational and multidimensional data models and their use in financial systems.
• Proven ability to manage complex projects and balance strategic vision with day-to-day execution.
• Exceptional communication and collaboration skills; ability to partner with both technical and non-technical stakeholders.

Why You Might Stand Out

• Prior experience in mentoring or managing junior team members or cross-functional contributors.
• Strong familiarity with sales compensation governance and audit/compliance frameworks.
• Background in financial reporting, incentive design, or broader financial planning and analysis (FP&A).
• Experience integrating with enterprise systems such as Salesforce or Tableau.

Additional Information

When You Join Us, We'll Create Something EPIC Together

Epsilon is a global data, technology and services company that powers the marketing and advertising ecosystem. For decades, we've provided marketers from the world's leading brands the data, technology and services they need to engage consumers with 1 View, 1 Vision and 1 Voice. 1 View of their universe of potential buyers. 1 Vision for engaging each individual. And 1 Voice to harmonize engagement across paid, owned and earned channels.

Epsilon's comprehensive portfolio of capabilities across our suite of digital media, messaging and loyalty solutions bridge the divide between marketing and advertising technology. We process 400+ billion consumer actions each day using advanced AI and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC. Epsilon is a global company with more than 9,000 employees around the world.

Our pillars aren't just words. They're how we show up every day.

• People centricity: We focus on employee well-being in an environment where colleagues truly care about each other.
• Collaboration: We work together, support one another, and collectively achieve goals.
• Growth: There are endless opportunities for growth through learning, development and career advancement.
• Innovation: We drive progress through cutting-edge solutions and forward-thinking approaches.
• Flexibility: We've created a balance between work and personal life, and we encourage adaptability to solve problems creatively.

Our values guide us to create value for our clients, our people and consumers.

• Act with integrity
• Work together to win together
• Innovate with purpose
• Respect all voices
• Empower with accountability

These pillars and values are our foundation-shaping our culture, guiding our decisions, and uniting us in common purpose.

Because You Matter

As an Epsilon employee, you deserve perks and benefits that put you, your family and your finances first. Our benefits encompass a wide range of offerings, including but not limited to the following:

• Time to Recharge: Flexible time off (FTO), 15 paid holidays
• Time to Recover: Paid sick time
• Family Well-Being: Parental/new child leave, childcare & elder care assistance, adoption assistance
• Extra Perks: Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling

Epsilon benefits are subject to eligibility requirements and other terms.

Epsilon is an Equal Opportunity Employer. Epsilon's policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. Please reach out to LeaveofAbsence@epsilon.com to request an accommodation.

For San Francisco Bay and Los Angeles Areas: Epsilon will consider for employment qualified applicants with criminal histories in a manner consistent with the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections 4901-4919, commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply. #LI-ML1

Compensation Range: USD $103,500.00 - USD $192,300.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 9/29/2026.