Senior Financial Analyst

Remote Jobs; Rockville (MD); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Hybrid and remote work options

Generous PTO

10 paid holidays

Company paid Volunteer Time Off

401(k) with company match

Job summary

Dataprise is seeking a Senior Financial Analyst to join the FP&A team in Rockville, MD. You will analyze sales bookings data, enforce the bookings policy, forecast sales, monitor metrics, and present reports to senior management.

The role interacts with Sales Operations and executives, offering exposure to growth initiatives and strategic decisions. Hybrid/remote options are available, with a compensation range that reflects market norms.

Qualifications

• 5-8 years of experience in sales analysis or financial analysis in a corporate setting.
• Bachelor's Degree or higher.
• Excellent organizational skills and high attention to detail.
• Proficiency in data analysis tools like Excel, Adaptive, and BI software.
• Familiarity with CRM systems (i.e. Microsoft Dynamics) to manage sales bookings data.
• Ability to influence others through excellent communication and interface with all levels of the company.

Responsibilities

• Extract sales bookings data from Microsoft Dynamics and correct them in the system where necessary per bookings policy.
• Analyze bookings trends, including sales volume, conversion rates, average deal size, and booking patterns over time.
• Work with Sales Operations to develop and maintain accurate sales forecasts based on historical data and pipeline information.
• Create sales bookings reports and dashboards to visualize key metrics and trends, including monthly results by region and seller compared to targets.
• Present data-driven insights to sales management and executive management.

Skills

Sales analysis

Financial analysis

Communication skills

Attention to detail

Independent work

Education

Bachelor's degree or higher

Tools

Excel

Adaptive

BI software

Microsoft Dynamics (CRM)

Job description

Description

About the role: The Senior Financial Analyst will work as a member of the FP&A team and be responsible for analyzing and reporting sales bookings data as well as enforcing the Bookings Policy to ensure consistent and timely reporting company wide. This role will liaise the Sales Operations team and have the opportunity to interact with senior and executive management. This position is responsible for forecasting sales, monitoring bookings metrics, identifying potential issues, and presenting reports to management.

Why Dataprise

Dataprise is a private equity-backed company focused on both organic growth and strategic acquisitions of high-performing businesses that align with our philosophies and values.

Our mission is simple: delight our clients and create an outstanding people experience-internally and externally.

We are an employee-focused organization that prioritizes retention, satisfaction, and empowerment. We are committed to helping our team members grow and succeed.

Career Growth & Development

We invest in your future through:

• Internal mobility opportunities
• Continuous learning and upskilling
• Job shadowing programs and career mentorship
• Annual training allowances and LinkedIn Learning licenses for all employees

Wellness & Work-Life Balance

• Comprehensive Wellness and Rewards & Recognition Programs
• Onsite, hybrid and remote work options (may vary by role)
• 10 paid holidays
• Generous PTO
• Company paid Volunteer Time Off
• Parental leave benefits & bonding leave for new parents

Competitive Compensation & Benefits

• Competitive pay
• Comprehensive medical, dental, and vision coverage for you and your family
• Company-paid Employee Assistance Program (EAP)
• 401(k) with company match and immediate vesting
• Company paid short and long-term disability insurance
• Company paid life insurance
• Voluntary supplemental insurance through Aflac
• Voluntary pet insurance through Nationwide Pet
• Flexible Spending Accounts (FSA)
• Health Savings Account (HSA) with employer contributions
• Pre-tax commuter benefits for parking and public transit

Diversity, Equity, Inclusion & Belonging

We are committed to fostering a culture of belonging through a multi-faceted Diversity, Equity, Inclusion & Belonging (DEI&B) program which includes Employee Resource Groups (ERG's).

At Dataprise, you'll have the opportunity to grow, be challenged, have fun, and learn from some of the most talented technology professionals in the industry.

Culture & Innovation

• Impactful Work: Employees work on cutting-edge technology including managed IT services, cybersecurity, disaster recovery, incident response, mobility management, IT consulting, cloud and infrastructure, and more.
• Recognition: Recognized as a top employer in IT with awards for values and culture.
• High-Trust Environment: We foster a culture of empowerment, continuous learning, and innovation. Our culture is built around five key attributes: Passionate, Respectful, Ownership, Unified and Decisive - that make us Dataprise PROUD.

What You’ll Do

Extract sales bookings data from Microsoft Dynamics and correct them in the system where necessary per bookings policy.

Analyze bookings trends, including sales volume, conversion rates, average deal size, and booking patterns over time.

Work with Sales Operations to develop and maintain accurate sales forecasts based on historical data and pipeline information.

Create sales bookings reports and dashboards to visualize key metrics and trends, including monthly results by region and seller compared to targets.

Present data-driven insights to sales management and executive management.

What Skills & Experience You’ll Need

• 5-8 years of experience in sales analysis or financial analysis in a corporate setting
• Bachelor's Degree or higher
• Excellent organizational skills
• High attention to detail
• Proficiency in data analysis tools like Excel, Adaptive, and BI software
• Familiarity with CRM systems (i.e. Microsoft Dynamics) to manage sales bookings data
• Ability to influence others through excellent communication skills as well as an ability to interface with all levels of the company
• Self-motivated and result-oriented individual who can work well independently and within a group.

Compensation

• Dataprise is committed to maintaining a positive work environment by ensuring that compensation across the Company is managed in a competitive, consistent, and fair manner. Each Dataprise employee will be compensated in line with their specific scope of responsibility, skill level, and educational background, in addition to the projected impact on the success of the Company.
• We have a comprehensive Compensation Management System which establishes the guidelines we use in making compensation decisions and is comprised of compensation policies, salary structures, salary grades, incentive target guidelines, job descriptions, and career charts.
• This position's Salary Range is: $90,000-$135,000 (NOTE: this is the range at the national average level; specific salaries offered will be adjusted higher/lower due to the local labor market of the candidate).
• The anticipated application deadline is 10/30/2026. The company reserves the right to modify or extend this deadline as needed.

Dataprise Diversity Commitment

At Dataprise, we celebrate what makes us unique: our people. We believe in fostering a diverse and inclusive work environment that seeks and embraces thoughts and ideas from diverse backgrounds. We welcome everyone and are committed to providing equal employment opportunities regardless of race, gender, gender identity/expression, religion, ethnicity, disability, national origin, or sexual orientation. We are #DataprisePROUD!

Dataprise is an Equal Opportunity Employer.