Strategic Sales Ops & Financial Analytics Analyst

CFS; North Royalton (OH); Presencial; USD 75.000 - 85.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Analytical skills

Advanced Excel

Financial analysis

CRM experience

BI tools

Herramientas

CRM systems

Business Intelligence tools

Financial reporting platforms

Microsoft Excel

Descripción del empleo

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.