JobsUSASenior Financial Analyst (Lawrenceville)
Company : Robert Half
Location : Lawrenceville, GA, 30046
Posted Date : 15 September 2025
Job Type : Other
Category : Accounting
Occupation : Financial Analyst
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, youll drive process optimization, deliver actionable sales insights, and facilitate data-driven decision-making across the sales function. Youll 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:
- Bachelors 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.
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