Internal Audit Analyst

Threatlocker Inc; Orlando (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

ThreatLocker Inc. in Orlando, FL, is seeking an Internal Audit Analyst to ensure accuracy and compliance of sales, finance, and CRM data across the organization. You will conduct audits of sales proposals, CRM activity, and financial transactions to verify adherence to standards and identify risks.

Working with Sales, Finance, and Operations, you will develop audit processes, improve controls, and document SOPs, helping drive continuous improvement and strengthen data integrity.

Qualifications

• 3–5 years of experience in internal auditing, finance, or related analytics.
• Experience with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics.
• Strong analytical skills and attention to detail.
• Experience auditing sales proposals, financial records, or CRM data.
• Ability to identify trends and recommend improvements.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Excel and Office.

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

CRM administration

Excel

Analytical thinking

Communication skills

Cross-functional collaboration

Tools

Salesforce

HubSpot

Microsoft Dynamics

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Internal Audit Analyst

Full Time Orlando, FL, US

11 days ago Requisition ID: 1031

COMPANY OVERVIEW

ThreatLocker® is a leader in endpoint protection technologies, providing enterprise-level cybersecurity tools to improve the security of servers and endpoints. TheThreatLocker® platform with Application Allowlisting, Ringfencing™, Storage Control, Elevation Control, Endpoint Network Control, Configuration Management, and Operational Alert solutions are leading the cybersecurity market toward a more secure approach of blocking the exploits of application vulnerabilities.

Position Summary

The Internal Audit Analystis responsible forensuringthe accuracy, integrity, and complianceofsales, finance, and CRM data across the organization. This role conducts detailed audits of sales proposals, customer communications, CRM activity, and financial transactions to verify adherence to company standards,identifyrisks, and drive continuous process improvement.

This is an exciting opportunity to helpestablishand shape a newly formed Internal Audit function focused on Sales, Finance, and CRM operations. The successful candidate will play a key role in developing audit processes, improving operational controls, and implementing best practices that support the organization's continued growth.

Working closely with Sales, Finance, and Operations, the Internal Audit Analyst willidentifytrends, recommend corrective actions, and develop best practices that strengthen data quality, operational efficiency, and internal controls.

JOB SCOPE:

• 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 toidentifydiscrepancies, trends, and opportunities for improvement.
• Prepare audit reportssummarizingfindings, risks, recommendations, and corrective actions.
• Partner with Sales, Finance, and Operations to improve workflows, data integrity, and operational processes.
• Develop,maintain, and enhance standard operating procedures (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.

QUALIFICATIONS:

• 3-5 years of experience in internal auditing, finance, sales operations, CRM administration, compliance, quality assurance, or a related analytical role.
• Experience working 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 toidentifytrends, investigate discrepancies, and recommend process improvements.
• Excellent written and verbal communication skills.
• Advancedproficiencyin Microsoft Excel and Microsoft Office.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong interpersonal skills with the ability to collaborate across Sales, Finance, and Operations.

Preferred Qualifications

• Experience conducting internal audits or operational audits.
• Experience with CRM governance, data quality, or sales operations.
• Knowledge of financial controls and business process documentation.
• Experiencecreating standard operating procedures (SOPs) andprocessdocumentation.
• Experience with reporting and business intelligence tools is a plus.

Success Measures

• Increased accuracy and complianceofsales proposals and financial records.
• Improved quality and consistency of CRM data.
• Timely completion of audit schedules and reporting.
• Reduction in recurring audit findings through process improvements.
• Well-maintained documentation and standardized business processes.
• Strong partnerships with Sales, Finance, and Operations that improve overall data integrity and operational excellence.

WORKING CONDITIONS:

The duties described below are representative of thoseencounteredwhile performing theessential functions of this position. If necessary, reasonable accommodation may be requestedand will be evaluated for its relationship to the essential functions that must be performed.

• Job willgenerally be performed in an office environment but may require travel to visitcompany offices and/or property locations.
• While performing duties of this job,wouldoccasionally requireto stand, walk, sit, reachwith hands and arms, climb or balance, stoop or kneel,talkand hear, and use fingersand hands to feel objects and tools.
• Must occasionally lift and/or move up to 25 pounds.
• Specific vision abilitiesrequiredinclude close vision, distance vision, depth perceptions, and the ability to adjust focus.