Sales Ops & Financial Reporting Analyst: Data-Driven Impact

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

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.