Senior Financial Analyst

Description
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 focused on both organic growth and strategic acquisitions of high-performing businesses that align with our philosophies and values.

Our mission is simple: delight our clients and create an outstanding people experience—internally and externally.

We are an employee-focused organization that prioritizes retention, satisfaction, and empowerment. We are committed to helping our team members grow and succeed.

Career Growth & Development

We invest in your future through:

Internal mobility opportunities
Continuous learning and upskilling
Job shadowing programs and career mentorship
Annual training allowances and LinkedIn Learning licenses for all employees

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.