Financial Analyst – Sales Analytics

Financial Analyst – Sales Analytics

Requirements

• Bachelor’s Degree from an accredited, not-for-profit University or College.
• 2+ years’ experience in sales-oriented finance, sales operations, or financial planning & analysis with proven success analyzing and reporting on sales results.
• An analytical business background, problem-solving skills, strategic thinking and high attention to detail.
• A track record of commitment to prior employers.
• Experience working cross-functionally with Technology, Sales, and Finance teams.
• Strong Microsoft Excel skills.
• Ability to use graphs and charts to explain data.
• Demonstrated effective verbal and written communication skills.

Responsibilities

• Analyze new sales contracts to identify trends, patterns, and growth opportunities.
• Evaluate sales cancellations and assess underlying reasons to provide actionable recommendations.
• Develop reports and dashboards to track sales performance metrics and KPIs.
• Use SQL to extract and validate data within automated dashboards.
• Determine sales attribution for sales transactions based on rules of engagement.
• Review sales attribution override requests and communicate status updates to sales leaders.
• Collaborate with cross-functional teams to gather data and insights supporting sales strategies.
• Review sales transaction data for insights, validate accuracy, and identify data issues.
• Forecast future sales based on current trends.
• Identify process improvement opportunities within the sales reporting cycle and recommend solutions.
• Present findings and insights to stakeholders clearly and concisely.
• Identify internal process improvement initiatives related to customer sales proposal workflows.
• Manage projects related to technology improvements in sales reporting and analytics.
• Assist with the design and development of PowerPoint presentations for internal sales meetings.

Preferred Qualifications

• Preferred proficiency in SQL.