Senior Financial Analyst - Robert Half : Job Details

SENIOR FINANCIAL ANALYST - Sales Operations - Growth-Oriented Manufacturer in Lawrenceville

A 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.