insightsoftware
Senior CPQ Business Analyst
insightsoftware, Raleigh, North Carolina, United States, 27601
Company Description
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description
We are looking for an experienced Business Data Analyst who has IT experience, along with experience in financial reporting, general sales workflow, and Quote to Cash processes. insightsoftware uses Salesforce.com CRM Sales cloud, CPQ and Billing. SFDC experience is a plus but not a requirement, provided you can demonstrate the skills listed here in a comparable CRM system.
This is a core financial analyst role where your primary responsibility will include ensuring the accuracy of Salesforce based financial reporting and understanding all aspects of the business process and CRM system that impact those reports. You will audit internal SF reports, as well as data warehouse BI reports created by business leadership. You will also create reports to support the financial audit findings using SFDC reporting, as well as having SQL skills to write BI reports as needed.
You will be a member of IT Services and report directly to the Director of CRM Applications. You will be part of an international team of SFDC administrators, developers, and business analysts. This is a hands-on data analyst role requiring Salesforce CPQ and billing knowledge. To perform this job successfully, you must be capable of the duties listed above as well as the primary responsibilities as listed below (including qualifications).
Additional Primary Responsibilities IncludeFinancial report auditingUnderstanding cause and effect to financial dataWrite, analyze and present exception reports to executive leadershipAbility to understand unique insightsoftware workflow related to quote to cash, order management, and various billing processes
QualificationsExpert level skill with at least one of SFDC sales cloud, CPQ and/or SFDC billing (or equivalent)Expert level skill related to financial data analysisSenior level skill in sales operations, quote to cash or financial billing (or equivalent)Senior level skill related to SFDC reporting and/or BI reporting (or equivalent)Basic experience with writing SQL queriesJunior level skill as a SFDC administrator with basic configuration knowledge7+ years of total financial or data analytics experience5+ years experience in working with financial back-office professionals including understanding financial and billing concepts3+ years of total IT experience
Personal AttributesThe ability to communicate ideas via technical documentation, as well as in clear, user-friendly languageCan demonstrate communication skills relating to data analysis in a clear and concise fashionWork well in a team environment and as an independent developerMust be able to meet tight deadlines and provide accurate time estimatesStrong analytical, troubleshooting, problem-solving and follow-through abilitiesHighly motivated self-starter, proactive in your assignments and solid time management skillsProven ability to multitask and work through ambiguous requirementsStrong verbal, written and interpersonal communication skills.
Additional InformationAll your information will be kept confidential according to EEO guidelines.
At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located.
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
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insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description
We are looking for an experienced Business Data Analyst who has IT experience, along with experience in financial reporting, general sales workflow, and Quote to Cash processes. insightsoftware uses Salesforce.com CRM Sales cloud, CPQ and Billing. SFDC experience is a plus but not a requirement, provided you can demonstrate the skills listed here in a comparable CRM system.
This is a core financial analyst role where your primary responsibility will include ensuring the accuracy of Salesforce based financial reporting and understanding all aspects of the business process and CRM system that impact those reports. You will audit internal SF reports, as well as data warehouse BI reports created by business leadership. You will also create reports to support the financial audit findings using SFDC reporting, as well as having SQL skills to write BI reports as needed.
You will be a member of IT Services and report directly to the Director of CRM Applications. You will be part of an international team of SFDC administrators, developers, and business analysts. This is a hands-on data analyst role requiring Salesforce CPQ and billing knowledge. To perform this job successfully, you must be capable of the duties listed above as well as the primary responsibilities as listed below (including qualifications).
Additional Primary Responsibilities IncludeFinancial report auditingUnderstanding cause and effect to financial dataWrite, analyze and present exception reports to executive leadershipAbility to understand unique insightsoftware workflow related to quote to cash, order management, and various billing processes
QualificationsExpert level skill with at least one of SFDC sales cloud, CPQ and/or SFDC billing (or equivalent)Expert level skill related to financial data analysisSenior level skill in sales operations, quote to cash or financial billing (or equivalent)Senior level skill related to SFDC reporting and/or BI reporting (or equivalent)Basic experience with writing SQL queriesJunior level skill as a SFDC administrator with basic configuration knowledge7+ years of total financial or data analytics experience5+ years experience in working with financial back-office professionals including understanding financial and billing concepts3+ years of total IT experience
Personal AttributesThe ability to communicate ideas via technical documentation, as well as in clear, user-friendly languageCan demonstrate communication skills relating to data analysis in a clear and concise fashionWork well in a team environment and as an independent developerMust be able to meet tight deadlines and provide accurate time estimatesStrong analytical, troubleshooting, problem-solving and follow-through abilitiesHighly motivated self-starter, proactive in your assignments and solid time management skillsProven ability to multitask and work through ambiguous requirementsStrong verbal, written and interpersonal communication skills.
Additional InformationAll your information will be kept confidential according to EEO guidelines.
At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located.
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
#J-18808-Ljbffr