Business Analyst - FP&A (Global Sales)

About the position

The Business Analyst - FP&A will play a vital role in supporting the Global Sales team by providing data-driven insights, managing key sales reports, and optimizing the forecasting processes. Reporting to the Manager of Financial Planning and Analysis (FP&A), this role will oversee global pipeline management, assist with sales forecasts throughout the year, and maintain reports and dashboards within the CRM and Power BI. The analyst will serve as a crucial link between the Global Sales and Finance teams, ensuring alignment on strategic company initiatives.

Responsibilities

• Oversee and maintain sales pipeline data integrity within the CRM.
• Assist sales leadership in creating and managing sales forecasts by analyzing trends and providing data-driven insights.
• Collaborate with Sales & Finance to ensure accurate and timely updates to forecasts throughout the year.
• Develop, manage, and optimize sales reports and dashboards in PowerBI and Netsuite.
• Monitor key sales performance metrics and provide regular reports to Sales and Finance leadership.
• Identify trends, risks, and opportunities within the sales pipeline.
• Serve as a conduit between the Sales & Finance teams, ensuring alignment on sales and revenue targets, sales performance, and financial planning.
• Work closely with sales leadership to improve reporting processes and data accuracy.
• Support ad-hoc analysis and strategic initiatives that drive sales efficiency and financial insights.
• Continuously refine and enhance global reporting processes to improve visibility into sales performance.
• Ensure Netsuite and PowerBI data accuracy by implementing best practices in data governance.
• Assist in the adoption of new tools or methodologies to support business growth.

Requirements

• Minimum of 2-3 years of experience in a business analyst, financial analyst, or sales operations role.
• Bachelor's degree in Finance, Business, Data Analytics, or a related field.
• Experience working with CRM systems (Salesforce, Netsuite, etc.).
• Proficiency in Power BI or other data visualization tools.
• Advanced proficiency in Excel, including data modeling, pivot tables, and formulas.

Nice-to-haves

• Experience in the Software as a Service business or Healthcare software.
• Master's degree in Management Information Systems or Data Analytics.
• Experience collaborating with a global team.
• Familiarity with SQL or other data-querying languages.
• Background in process improvement and automation of reporting workflows.

Benefits

• Health and wellness benefits
• 401 (k) Savings Plan
• Stock incentive programs
• Paid time off
• Parental leave
• Tuition assistance