Senior Financial Analyst

SENIOR FINANCIAL ANALYST - Sales Operations - Growth-Oriented Manufacturer in LawrencevilleA growing organization is seeking a highly analytical and detail-oriented Senior Financial Analyst - Sales Operations to join their team. In this key role, you'll drive process optimization, deliver actionable sales insights, and facilitate data-driven decision-making across the sales function. You'll work hands-on with sales analytics, CRM management, and sales compensation support, helping the team identify trends and opportunities to boost performance.Key Responsibilities:Support and optimize CRM (Microsoft CRM) systems to enhance sales processes, lead management, opportunity tracking, and pipeline visibility.Collaborate cross-functionally with sales, marketing, operations, and IT to align CRM architecture with business needs.Maintain user administration, data hygiene, permissions, and roles within the CRM platform.Build and maintain sales dashboards and reports (Power BI experience preferred) to provide insights to sales leadership and other stakeholders.Analyze data to spot trends, gaps, and sales opportunities; present findings to key decision-makers.Prepare and run reports on sales margin, trends, and team performance against key indicators.Assist with data validation and quality assurance processes for monthly sales compensation.Partner in defining and streamlining sales processes, workflows, and KPIs.Support training and implementation for CRM initiatives.Assist with territory planning, forecasting, and product rollouts.Coordinate with data owners (IT, business ops, sales) to ensure smooth integration of system and data enhancements.Provide ad hoc reporting and support for pricing and margin validation.Perform additional duties as needed.Requirements of the position:Bachelor's degree in Business, Analytics, Computer Science, or related field.3+ years of experience in Sales Operations, Revenue Operations, or Business Analytics.Strong proficiency in Microsoft CRM, including report building and dashboard creation.Advanced experience with Power BI or comparable BI/data visualization tools.Proficient in Excel/Google Sheets; knowledge of SQL or similar tools is an advantage.Excellent analytical, problem-solving, and communication skills (both written and verbal).Ability to manage multiple priorities, organize projects, and meet deadlines.Skilled collaborator with strong interpersonal and organizational talents.Motivated self-starter with ability to work both independently and as part of a team.Project coordination or management experience preferred.Experience with Python for Excel is a plus.If you are interested in this opportunity and possess the necessary qualifications, please submit your formal and confidential resume to Kristen Stough for immediate consideration.

Created: 2025-09-26