Sales Operations and Financial Reporting Analyst

CFS; North Royalton (OH); Sur place; USD 75 000 - 85 000; Plein temps

Résumé du poste

CFS in North Royalton, OH is seeking a Sales Operations and Financial Reporting Analyst to join a data-driven team. You will own CRM data accuracy, monitor forecasts, and develop dashboards to support revenue, margin, and budgeting analyses.

The role offers cross-functional exposure to Sales, Finance, and Operations, with opportunities to leverage AI, automation, and BI tools to improve reporting and strategic decision-making.

Qualifications

• Strong analytical, problem-solving, and critical-thinking skills.
• Advanced Excel skills for financial analysis, reporting, and modeling.
• Solid understanding of revenue, margins, forecasting, and variance analysis.

Responsabilités

• 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 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.

Connaissances

Analytical skills

Advanced Excel

Financial analysis

CRM experience

BI tools

Outils

CRM systems

Business Intelligence tools

Financial reporting platforms

Microsoft Excel

Description du poste

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.