Sales Operations and Financial Reporting Analyst

Creative Financial Staffing; North Royalton (OH); On-site; USD 75,000 - 85,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Sales Operations and Financial Reporting Analyst in North Royalton, OH. The role focuses on data accuracy, cross-functional reporting, and insightful financial analysis to guide senior leadership decisions.

You will build dashboards, monitor forecasts, and collaborate with Sales, Finance, and Operations to streamline reporting and drive data-informed outcomes.

Qualifications

• Analytical, detail-oriented problem-solver with strong quantitative abilities.
• Advanced Excel skills for financial analysis and reporting.
• Solid understanding of revenue, margins, forecasting, and variance analysis.
• Experience with CRM systems, BI tools, or financial reporting platforms preferred.

Responsibilities

• Own and maintain CRM data accuracy across the organization.
• Monitor sales pipelines, forecasts, and activity for accurate reporting.
• Collaborate with sales to resolve data gaps and inconsistencies.
• Develop dashboards, reports, and KPIs for leadership.
• Support recurring financial reports: revenue, margins, forecasting.
• Reconcile sales/operational data with financial results and investigate variances.
• Assist with budgeting, forecasting, and month-over-month analysis.

Skills

Analytical skills

Excel

Financial concepts

CRM systems

BI tools

Tools

Microsoft Excel

CRM platforms

Business intelligence tools

Job description

Job Title: Sales Operations and Financial Reporting Analyst

Location: North Royalton, OH

Salary: $75,000 – $85,000

About The Opportunity: We are seeking a highly analytical, detail-oriented, and tech-savvy Sales Operations & Financial Reporting Analyst to join a growing organization. This position offers the opportunity to work cross-functionally with Sales, Finance, Operations, and Executive Leadership to improve reporting accuracy, streamline processes, and drive data-informed business decisions.

Why This Opportunity Stands Out (Sales Operations and Financial Reporting Analyst):

• High-Visibility Role: Work closely with executive leadership and play a key role in supporting strategic business decisions.
• Cross-Functional Collaboration: Partner with Sales, Finance, and Operations to improve reporting accuracy and operational efficiency.
• Technology-Focused Environment: Leverage AI, automation, and reporting tools to streamline processes and improve business insights.
• Opportunity to Make an Impact: Take ownership of critical data and reporting functions while identifying opportunities for improvement.
• Professional Growth: Gain exposure to financial analysis, sales operations, business intelligence, and executive-level reporting.

Key Responsibilities (Sales Operations and Financial Reporting Analyst):

• Own and maintain CRM data accuracy, completeness, and integrity across the organization.
• Monitor sales pipelines, forecasts, customer activity, and operational metrics to ensure accurate and timely reporting.
• Partner with sales teams to identify and resolve missing or inaccurate data.
• Develop and maintain dashboards, reports, and key performance indicators (KPIs) for leadership.
• Support the preparation of recurring financial reports, including revenue, margin, and forecasting analysis.
• Reconcile sales and operational data with financial results, investigating variances and ensuring consistency across systems.
• Assist with budgeting, forecasting, and month-over-month financial analysis.

Preferred Qualifications (Sales Operations and Financial Reporting Analyst):

• Strong analytical, problem-solving, and critical-thinking skills.
• Advanced Microsoft Excel skills, including financial analysis, reporting, and modeling.
• Solid understanding of financial concepts, including revenue, margins, forecasting, and variance analysis.
• Experience working with CRM systems, business intelligence tools, or financial reporting platforms preferred.