Forward Financing is hiring a Data Analyst, Sales Operations to provide the analytics and reporting that drive success for our Sales Department. You will own recurring performance reporting and contribute to ad hoc data analysis projects, focusing on streamlining and automating insights.

What You'll Do

Take over ownership of recurring reporting, learning the ins and outs of the reporting set.
Streamline and automate recurring reporting processes.
Administer compensation and awards plans, including updating Presidents Club Leaderboard and compiling annual awards data.
Monitor performance and share insights with sales leadership to inform their focus and strategies.
Analyze performance trends and create forecasts to communicate strategic insights to stakeholders.
Support test and learn initiatives for sales pilot programs from a testing and data perspective.
Perform ad-hoc analysis to optimize sales effectiveness, productivity, and business performance.

What We're Looking For

2+ years of experience as a business analyst, data analyst, sales operations analyst, finance analyst, or related role.
Expert-level skills with Microsoft Excel/Google Sheets (complex nested IF statements, XLOOKUP, INDEXMATCH, macro creation, array formulas, dynamic dashboards).
Experience streamlining and automating Excel/Google Sheets reporting.
Experience cleaning and validating data to ensure data accuracy.
Bachelor’s degree in Analytics, Finance, or other technical field.
Tableau/PowerBI/Looker experience (building dashboards, including tables and visualizations).
Experience evaluating unique problems, collaboratively creating solutions, drafting project plans and delivering effective new business processes.
Self-starter, confident, with strong attention to detail and an ability to apply an analytical mind to solving problems.