Planning & Financial Reporting Analyst at BECU providing financial analysis and reporting to support sound financial decisions and strategic planning. Collaborating with various business units to drive insights and performance metrics.
About the role
- Design, build and maintain dashboards, reports and scorecards using Salesforce and Power BI tools to measure sales performance, pipeline health and GTM effectiveness
- Ensure accuracy, consistency and reliability of reporting across Salesforce, BI tools and other GTM systems
- Support leadership with ad-hoc analysis to inform strategic and operational decisions
- Analyze pipeline, bookings, renewals and customer trends to uncover growth opportunities and risks
- Partner with Sales, Marketing and Customer Success to provide insights into funnel conversion, campaign impact, and account-level performance
- Leverage data lake environments to integrate and analyze large, complex datasets across multiple sources
- Deliver proactive recommendations that optimize sales productivity and revenue growth
- Maintain high data quality standards across Salesforce and reporting systems
- Partner with IT Tech to implement governance processes that ensure integrity and compliance of GTM data
- Act as a subject matter expert for sales data structures, metrics and reporting logic
- Partner with GTM Operations and Finance colleagues on forecasting, territory planning and quota setting processes
- Enable sales leaders and reps to use reporting effectively to drive performance
Requirements
- Bachelor’s degree in a related discipline (i.e. Business, Data Analytics, Finance) and 4 years’ experience in a related field
- 3+ years of experience in Sales Operations, Revenue Operations or Business Analytics environment, preferably in IT Services, Cloud, or SaaS industries
- Advanced Proficiency in Salesforce CRM reporting, Excel and BI tools (e.g. Power BI)
- Strong business acumen and understanding of enterprise sales cycles
Benefits
- The flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations
- Seven paid holidays throughout the calendar year
- Up to 160 hours of paid wellness annually for their own wellness or that of family members
- Additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave
- Health care insurance (medical, dental, vision)
- Retirement planning (401(k))
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