Cross-Functional Business Analyst — Forecasting & Insights

Southern National Roofing; Charlotte (NC); On-site; CAD 85,000 - 107,000; Full time

Job summary

Southern National Roofing in Charlotte, NC is seeking a Business Analyst to support our growing organization with reporting, forecasting, budgeting, analytics, and other business initiatives. This is a broad, hands-on analytical role that will work across multiple areas of the company, including sales, marketing, operations, finance, recruiting, and call center operations.

The Business Analyst will work closely with company leadership to turn business data into useful information that helps us

Qualifications

• Minimum 2 years of relevant professional experience in business analysis, financial analysis, sales analysis, operations analysis, or a related analytical role.
• Bachelor's degree in Business, Finance, Accounting, Economics, Analytics, Marketing, or a related field preferred.
• Experience working with Salesforce or a similar CRM platform.
• Experience working with business reporting, budgets, forecasts, financial information, or performance analysis.
• Experience analyzing sales, marketing, or operational data is preferred.
• Strong analytical and problem-solving ability.
• Strong attention to detail and commitment to data accuracy.
• Ability to communicate analytical findings clearly to both technical and non-technical audiences.

Responsibilities

• Analyze sales, marketing, operational, and financial performance.
• Develop and maintain management reports, dashboards, scorecards, and KPI tracking.
• Use Salesforce or similar CRM platforms to extract, organize, validate, and analyze business information.
• Assist with annual budgeting and ongoing financial forecasting.
• Compare actual performance to budgets, forecasts, prior periods, and company goals.
• Identify trends, performance gaps, and unusual results that require further investigation.
• Analyze sales performance, including lead volume, appointments, conversion rates, close rates, average order values, revenue, and productivity.
• Analyze marketing and lead-source performance, including cost, conversion, revenue, and return on investment.
• Assist management with workforce, staffing, and productivity analysis.
• Build and maintain Excel models, reports, trackers, and analytical tools.
• Prepare PowerPoint presentations that clearly communicate findings and recommendations to management.
• Assist with improving data quality and reporting accuracy within Salesforce and other company systems.
• Work directly with department leaders to understand business issues and determine what information is needed to evaluate them.
• Support special projects involving sales, marketing, operations, finance, recruiting, and other business functions.
• Help improve and streamline recurring reporting and analytical processes as the company grows.

Skills

Analytical thinking

Problem solving

Attention to detail

Data communication

Multi-project management

Education

Bachelor's degree in Business/Finance/Accounting/Economics/Analytics/Marketing

Tools

Salesforce

Power BI

Tableau

SQL

Python

Job description

Southern National Roofing in Charlotte, NC is seeking a Business Analyst to support our growing organization with reporting, forecasting, budgeting, analytics, and other business initiatives. This is a broad, hands-on analytical role that will work across multiple areas of the company, including sales, marketing, operations, finance, recruiting, and call center operations.

The Business Analyst will work closely with company leadership to turn business data into useful information that helps us