Internal Audit Analyst: Sales, Finance & CRM

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

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.