About the role:
The Senior Financial Analyst will work as a member of the FP&A team and be responsible for analyzing and reporting sales bookings data as well as enforcing the Bookings Policy to ensure consistent and timely reporting company wide. This role will liaise the Sales Operations team and have the opportunity to interact with senior and executive management. This position is responsible for forecasting sales, monitoring bookings metrics, identifying potential issues, and presenting reports to management.
Why Dataprise?
- Dataprise is a private equity-backed company whose mission is to grow organically and inorganically through the acquisition of solid-performing businesses that are well aligned to our philosophies and values.
- Our mission is to delight our clients and create an outstanding people experience both internally and externally.
- We are an employee-focused organization that prioritizes employee retention, satisfaction, and empowerment.
- We provide career growth opportunities through internal movement and through continuous learning, upskilling, job shadow programs, career mentors, annual training allotments, and LinkedIn Learning licenses for all employees.
- Comprehensive Wellness Program including gym membership discounts/subsidies, and Wellness Rewards opportunities.
- A commitment to Diversity, Equity, and Inclusion (DEI) through a multi-faceted DEI Program.
- A focus on work/life balance including hybrid and remote work options, 10 paid holidays and generous PTO.
- Competitive pay and a comprehensive benefits package including top-quality medical, dental, and vision coverage for you and your family + FREE telemedicine benefits, company-paid Employee Assistance Program (EAP), and 401(k) with company match.
- An opportunity to grow, be challenged, have fun, and learn from some of the most talented technology professionals out there.
What You’ll Do:
- Extract sales bookings data from Microsoft Dynamics and correct them in the system where necessary per bookings policy.
- Analyze bookings trends, including sales volume, conversion rates, average deal size, and booking patterns over time.
- Work with Sales Operations to develop and maintain accurate sales forecasts based on historical data and pipeline information.
- Create sales bookings reports and dashboards to visualize key metrics and trends, including monthly results by region and seller compared to targets.
- Present data-driven insights to sales management and executive management.
What Skills & Experience You’ll Need:
- 5-8 years of experience in sales analysis or financial analysis in a corporate setting
- Bachelor's Degree or higher
- Excellent organizational skills
- High attention to detail
- Proficiency in data analysis tools like Excel, Adaptive, and BI software
- Familiarity with CRM systems (i.e. Microsoft Dynamics) to manage sales bookings data
- Ability to influence others through excellent communication skills as well as an ability to interface with all levels of the company
- Self-motivated and result-oriented individual who can work well independently and within a group.
Compensation:
- Dataprise is committed to maintaining a positive work environment by ensuring that compensation across the Company is managed in a competitive, consistent, and fair manner. Each Dataprise employee will be compensated in line with their specific scope of responsibility, skill level, and educational background, in addition to the projected impact on the success of the Company.
- We have a comprehensive Compensation Management System which establishes the guidelines we use in making compensation decisions and is comprised of compensation policies, salary structures, salary grades, incentive target guidelines, job descriptions, and career charts.
- This position’s Salary Range (not including commission) is: $95,000-$115,000 (NOTE: this is the range at the national average level; specific salaries offered will be adjusted higher/lower due to the local labor market of the candidate).
Dataprise Diversity Commitment:
At Dataprise, we celebrate what makes us unique: our people. We believe in fostering a diverse and inclusive work environment that seeks and embraces thoughts and ideas from all different backgrounds. We welcome everyone and are committed to providing equal employment opportunity regardless of race, gender, religion, ethnicity, disability, national origin or sexual orientation. We are #DataprisePROUD!
Dataprise is an Equal Opportunity Employer.
