Data Analyst (Finance)

Data Analyst
Key Responsibilities:

Sales and Marketing Reporting:

• Partner with GTM management to create department-level monthly, quarterly, and annual sales and marketing reports
• Analyze and report on key sales and marketing metrics to provide insights and recommendations for continuous improvement
• Prepare and distribute quarterly QBR (Quarterly Business Review) decks, ensuring accuracy and relevance of the data presented

Process Improvement and Automation:

• Identify opportunities to improve reporting processes and drive efficiencies through automation
• Collaborate with IT and other stakeholders to manage and optimize reporting tools such as Salesforce (SFDC) and Tableau

Salesforce (SFDC) Responsibilities:

• Oversee non-standard quote approvals, requiring detailed analysis to ensure compliance with company policies
• Maintain Salesforce hygiene by ensuring data integrity and consistency across the platform
• Serve as a key point of contact for Salesforce-related inquiries and issues, working closely with IT to resolve them

Data Management and Analysis:

• Manage Tableau dashboards and reports, working closely with IT to ensure they meet the needs of the business
• Provide ad-hoc sales and marketing analysis as required, delivering actionable insights that support strategic decision-making
• Distil large amounts of data into key findings that are easily understood by stakeholders at all levels of the organization

Collaboration and Communication:

• Work closely with cross-functional teams, including sales, marketing, finance, and IT, to ensure alignment on data needs and reporting requirements
• Communicate complex data findings clearly and concisely to both technical and non-technical audiences
• Foster strong relationships with GTM leaders to understand their needs and provide tailored analytical support

Skills/Requirements:

• Education: BA/BS in Business Administration, Data Science, Finance, Economics, or a related field
• Experience: 5-10 years of data-related experience with a record of strong achievement
• Technical Skills: Expertise in Microsoft Excel, PowerPoint, and Word. Prior experience with Salesforce (SFDC), Tableau, Adaptive Planning, and Oracle is preferred
• Analytical Skills: Ability to distill large amounts of data and summarize key findings. Strong problem-solving skills and attention to detail
• Communication Skills: Excellent communication skills, with the ability to convey complex data insights to a diverse set of stakeholders
• Other Requirements: Self-motivated with a positive attitude and the ability to complete projects in tight time frames with minimal supervision. A team player who enjoys collaborating with people from different functions and backgrounds