Senior Financial Analyst - Sales Operations

Purpose/Scope:  

Senior Analysts for Sales directly support Sales partners to deliver short and long-term business results. The support will include CRM management, Dashboard management, and business model support.  

Essential Duties and Responsibilities:  

• • This individual will be the primary Finance contact supporting the Sales department. 
  • Maintain and improve pipeline reporting through enhanced CRM tool development. Maintain and improve market share and lead generation information working with team and outside service providers.
  • Develop and maintain PowerBI Dashboards supporting the sales team’s activities
  • Prepare and interpret monthly, quarterly, annual, and ad hoc reports for senior leadership and sales leadership while recommending further courses of action.
  • Partner with the sales organization to drive pricing through reporting and analysis to better understand pricing by market, product, customer, and various business units. 
  • Partner with Finance, Sales, and Operational leaders to drive margin improvement in backlog through pricing, scheduling, and other actions to increase profitability. 
  • Develop trends and projections for leads, listings, revenue, pricing, and project margins. 

Basic Qualifications:  

• • Bachelor’s degree in Business, Finance, or another related field required. 
  • 5+ years of experience with 3+ years of FP&A, or similar support, experience with a focus in sales required. 
  • Has used and/ or is advanced user of BI tools (PowerBI, preferred or Tableau)

Other Required Qualifications: 

• • Prior experience managing CRM systems and working with related data. 
  • Prior experience with lead generation management 
  • Excellent oral and written communication, analytical, collaboration, and facilitation skills. 
  • Experience working within various ERP and CRM systems and integrating BI tools such as Power BI for analytics and decision support. 
  • Well-rounded business acumen and well-developed presence. 
  • Demonstrated willingness to work collaboratively and share information. 
  • Ability to summarize complex issues into key elements. 
  • Leadership and flexibility managing relationships in an organization. 
  • Knowledge of Microsoft Office Suite. 
  • Database Management 
  • Experience in engineering products and/or construction Advanced user of Excel, working with complex data sets, as well as strong PowerPoint skills. 
  • Strong communication and interpersonal skills to work with a wide range of individuals and personalities. 
  • Great attention to detail with the ability to recognize problems with data and work cross-functionally to resolve. 

Physical Requirements: 

• • Ability to travel up to 25% of the time. 
  • Office: Move 25lbs (not for all jobs, reasonable accommodations will be made), work with a computer for extended periods of time. 

Work Environment:  

• Office: Quiet with some ambient noise, climate controlled, fluorescent lighting.