What You Will Be Doing:
- Partner with the sales organization to generate forecast metrics and sales insights.
- Support the CRM implementation and build processes to forecast and create sales analytics.
- Collaborate with sales to understand business requirements and provide insights for decision-making.
- Create and maintain recurring and ad hoc financial analyses (trend, variance, etc.) for weekly, monthly, quarterly, and monthly business review meetings.
- Assist in the preparation of forecasts and budgets.
- Participate in annual audits.
- Requirements
- What You Bring to the Team by Way of Skills and Experience:
- Bachelor’s degree in finance, Accounting, or related field required.
- 2+ years experience required, ideally with an emphasis on sales operations.
- CRM experience preferred.
- Proficiency in financial analysis tools such as Tableau and Excel (advanced formulas and pivot tables for financial modeling and data analysis).
- Excellent communication skills along with a high degree of professionalism and diplomacy.
- Ability to recognize problems, strategize, and problem-solve.