Salesforce Senior BI & Data Analyst - FP&A Lead
Our client is seeking a candidate with a strong data analytics background, strong commercial acumen, and a good understanding of financial planning, forecasting, and reporting. The candidate should be adept at process streamlining with a view to implementing best practices.
We have an IT partner who currently fully supports our CRM system – we now want to bring this function in-house.
You must have excellent knowledge of Salesforce, including support, maintenance, reporting, dashboards, storyboards, and KPIs. Key questions include:
* What is the data telling us?
* How can we use data better?
* What insights can we derive from the data?
As a Data BI SME/Analyst, you will play a crucial role in transforming raw data into actionable insights, creating comprehensive dashboards and storyboards, and supporting the analytics needs of the organization.
Responsibilities include:
1. Organizing workshops, documenting requirements (BRDs), and analyzing findings to understand business processes and user needs.
2. Reviewing existing systems and recommending new guidelines to streamline and improve processes and efficiencies.
3. Continuous improvement – Always look for ways to enhance operations and automate where possible.
4. Salesforce – Support, maintain, drive, and ensure user adoption.
5. Analyze and synthesize raw data into meaningful insights.
6. Create dashboards and reports using analytic tools.
7. Develop analytical reporting models and data visualization solutions to enhance business performance monitoring and decision-making.
8. Collaborate with other stakeholders and departments for system integration.
Requirements include:
1. Extensive experience in Salesforce.
2. Excellent knowledge of data tools, reporting, dashboards, and storyboards.
3. Proficiency in Microsoft products.
You should have excellent communication, listening, and influencing skills.
Skills:
Data Analysis, Salesforce, CRM, Business Intelligence, Financial Planning, Financial Analysis, Financial Reporting
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