Financial Analyst (Sales & Operations Analytics)

Frey Consulting Group; Phoenix, Northern (AZ, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Frey Consulting Group in Phoenix, AZ, is seeking a Financial Analyst (Sales & Operations Analytics) to drive KPI reporting, analytics, and data-driven insights. You will partner with Sales, Operations, and Strategic Finance to analyze trends and support key business decisions.

Responsibilities include building KPI dashboards, analyzing large datasets, delivering weekly and monthly performance reports, evaluating sales funnel performance, and supporting forecasting and variance analysis.

Qualifications

• 3–5 years of experience in finance, analytics, or sales reporting.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Advanced Excel (pivot tables, lookups, data modeling).
• Experience building KPI dashboards and working with large datasets.
• Strong analytical, communication, and organizational skills.

Responsibilities

• Build and maintain KPI dashboards (leads, conversions, occupancy, etc.).
• Analyze large datasets to support reporting and ad hoc requests.
• Deliver weekly/monthly performance reports to leadership.
• Evaluate sales funnel performance and identify trends/bottlenecks.
• Support forecasting, modeling, and variance analysis.
• Partner cross-functionally to enhance reporting and insights.

Skills

Advanced Excel

KPI dashboards

Data analysis

Communication skills

Organization skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Power BI

Tableau

CRM data

Job description

Financial Analyst (Sales & Operations Analytics)

Our client is a leading owner and operator of manufactured housing communities nationwide, backed by a globally recognized investment firm and positioned for continued growth.

The Role

Our client is seeking a Finance Analyst to drive sales and operational reporting, with a focus on KPI tracking, performance analytics, and data-driven insights. This role partners closely with Sales, Operations, and Strategic Finance to analyze trends, improve visibility, and support key business decisions.

Responsibilities

• Build and maintain KPI dashboards (leads, conversions, occupancy, etc.)
• Analyze large datasets to support reporting and ad hoc requests
• Deliver weekly/monthly performance reports to leadership
• Evaluate sales funnel performance and identify trends/bottlenecks
• Support forecasting, modeling, and variance analysis
• Partner cross-functionally to enhance reporting and insights

Qualifications

• 3–5 years of experience in finance, analytics, or sales reporting
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Advanced Excel skills (pivot tables, lookups, data modeling)
• Experience building KPI dashboards and working with large datasets
• Strong analytical, communication, and organizational skills

Preferred

• Experience in real estate or property-related industries
• Familiarity with sales funnel metrics and CRM data
• Experience with Power BI, Tableau, or similar tools

Details

• Full-time, on-site in Phoenix, AZ
• High-visibility role with exposure to senior leadership