Audit & Compliance Analyst: Sales, Finance & CRM

ADP, Inc.; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

ThreatLocker is seeking an Internal Audit Analyst in Orlando, FL to ensure the accuracy, integrity, and compliance of sales, finance, and CRM data across the organization. This role conducts audits of proposals, customer communications, CRM activity, and financial transactions to verify adherence to standards and identify risks.

You will help establish a newly formed Internal Audit function, develop audit processes, and implement best practices to support growth.

Qualifications

• 3-5 years of experience in internal auditing, finance, sales operations, CRM administration, compliance, or related analytical roles.
• Experience with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar systems.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Experience reviewing sales proposals, financial records, customer data, or operational processes.
• Ability to identify trends, investigate discrepancies, and recommend process improvements.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Excel and Microsoft Office.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Audit sales proposals for accuracy, completeness, pricing, approvals, and compliance with company standards.
• Review customer communications within the CRM to ensure they are professional, accurate, and properly documented.
• Audit CRM records to verify customer interactions, activities, and opportunities are recorded accurately and consistently.
• Review Credit Notes, Debit Notes, and other financial adjustments for accuracy, supporting documentation, and compliance with internal policies.
• Analyze sales, finance, and CRM data to identify discrepancies, trends, and opportunities for improvement.
• Prepare audit reports summarizing findings, risks, recommendations, and corrective actions.
• Partner with Sales, Finance, and Operations to improve workflows, data integrity, and operational processes.
• Develop, maintain, and enhance SOPs and best practice documentation.
• Monitor compliance with established policies and recommend process improvements to reduce recurring audit findings.
• Support internal quality assurance, compliance, and continuous improvement initiatives.

Skills

Internal auditing

CRM administration

Data analysis

Microsoft Excel

Process improvement

Communication

Tools

Salesforce

HubSpot

Microsoft Dynamics

Job description

ThreatLocker is seeking an Internal Audit Analyst in Orlando, FL to ensure the accuracy, integrity, and compliance of sales, finance, and CRM data across the organization. This role conducts audits of proposals, customer communications, CRM activity, and financial transactions to verify adherence to standards and identify risks.

You will help establish a newly formed Internal Audit function, develop audit processes, and implement best practices to support growth.