Internal Audit Analyst — Optimize Sales, Finance & CRM

ThreatLocker; Orlando (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

ThreatLocker, headquartered in Orlando, FL, seeks an Internal Audit Analyst to ensure accuracy and compliance of sales, finance, and CRM data. You will audit proposals, CRM records, and financial adjustments, helping establish a new internal audit function.

Working with Sales, Finance, and Operations, you will develop SOPs, analyze data for trends, and recommend process improvements. Requires 3–5 years in auditing or related fields and experience with Salesforce, HubSpot, or Microsoft Dynamics,

Qualifications

• 3–5 years of experience in internal auditing, finance, sales operations, CRM administration, compliance, or a related analytical role.
• Experience with CRM platforms such as Salesforce, HubSpot, MS 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.
• Strong interpersonal skills with the ability to collaborate across Sales, Finance, and Operations.

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 auditing

Data analysis

Attention to detail

Excel proficiency

Written communication

Verbal communication

Tools

Salesforce

HubSpot

Microsoft Dynamics

Job description

ThreatLocker, headquartered in Orlando, FL, seeks an Internal Audit Analyst to ensure accuracy and compliance of sales, finance, and CRM data. You will audit proposals, CRM records, and financial adjustments, helping establish a new internal audit function.

Working with Sales, Finance, and Operations, you will develop SOPs, analyze data for trends, and recommend process improvements. Requires 3–5 years in auditing or related fields and experience with Salesforce, HubSpot, or Microsoft Dynamics,