Build and monitor financial models, KPIs, and reporting for leadership and investors; support budgeting, forecasting, and ad hoc analysis; administer sales systems (Salesforce, SharePoint), manage sales operations, onboarding, proposals, and process automation; provide training and maintain data integrity and standardized sales resources.
JOB SUMMARY
We are looking for an experienced Financial & Sales Operations Analyst who will be responsible for creating and monitoring financial models and KPI’s to track Company performance, enhance accountability, and provide decision support. The Financial & Sales Operations Analyst will also provide sales operations and systems administration support, including salesforce.com and SharePoint, by supporting customer acquisition and compliance processes, providing internal user resources and training, and ensuring process and systems optimization. The position reports to the CFO and VP of Sales and involves close coordination with senior management and other key personnel primarily in the Finance, Sales and Professional Services organizations.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Financial Analysis & Reporting
- Identify and collect relevant financial data from all applicable business units, processes, and projects
- Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors
- Assist with regular budgeting and forecasting processes
- Develop dynamic and user-friendly financial analyses and modeling to enable efficient decision-making
- Assist with ad hoc analysis, benchmarking, and reporting
Systems Administration & Sales Operations
- Own the day-to-day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption
- Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed
- Assist the sales and renewals teams with proposals and quotations
- Develop and manage Sales and Professional Services operations sites on SharePoint
- Develop and maintain standardized policies, procedures, and sales resources
- Proactively identify sales operations process inefficiencies and streamline or automate them
SKILLS AND EXPERIENCE
- Bachelor’s Degree in Finance, Economics, or related major
- MBA or CPA certification preferred
- Software revenue recognition experience required
- 7+ years’ experience working in finance and/or accounting in the high tech industry
- Multi-site/geography experience preferred
- Experience implementing and administering finance applications
- Experience with salesforce.com and SharePoint a plus
- Ability to analyze data with creativity and innovation in mind
- Excellent strategic thinking and presentation skills
- Excellent organizational skills and attention to detail
Key Responsibilities
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Financial Analysis & Reporting
- Identify and collect relevant financial data from all applicable business units, processes, and projects
- Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors
- Assist with regular budgeting and forecasting processes
- Develop dynamic and user-friendly financial analyses and modeling to enable efficient decision-making
- Assist with ad hoc analysis, benchmarking, and reporting
Systems Administration & Sales Operations
- Own the day-to-day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption
- Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed
- Assist the sales and renewals teams with proposals and quotations
- Develop and manage Sales and Professional Services operations sites on SharePoint
- Develop and maintain standardized policies, procedures, and sales resources
- Proactively identify sales operations process inefficiencies and streamline or automate them
Skills, Knowledge and Expertise
SKILLS AND EXPERIENCE
- Bachelor’s Degree in Finance, Economics, or related major
- MBA or CPA certification preferred
- Software revenue recognition experience required
- 7+ years’ experience working in finance and/or accounting in the high tech industry
- Multi-site/geography experience preferred
- Experience implementing and administering finance applications
- Experience with salesforce.com and SharePoint a plus
- Ability to analyze data with creativity and innovation in mind
- Excellent strategic thinking and presentation skills
- Excellent organizational skills and attention to detail
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
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Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
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- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
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