Salesforce, BI and Financial Analysis Lead

2 weeks ago


Monaghan Co Monaghan, Ireland The Panel Group Full time

Salesforce Senior BI & Data Analyst - FP&A Lead Our client is seeking a candidate with strong data analytics background, strong commercial acumen, good understanding of financial planning, forecasting, reporting, strong on 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 inhouse. You must have excellent knowledge of Salesforce support, maintenance and also reporting, dashboards, storyboards, KPIs What is the Data telling us? How can we use data better? Data insights 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 organisation. What is the data showing - what are the trends what actions do we need to take? The ideal candidate will have experience CRM products Salesforce, data tools, dashboards, reporting tools and MS product suite. You should also have a good finance background and will Organise workshops, document requirements (BRDs) and analyse findings to understand the business processes and user needs. Review the existing systems and recommend new guidelines including streamline, improve process and efficiencies. Continuous Improvement Always look at ways to improve how we operate and look to automate where possible. Responsibilities include: Salesforce Support, Maintain, Drive and ensure user adoption Analyze and synthesize raw data into meaningful insights Create dashboards and reports using analytic tools Develop analytical reporting models and data visualisation solutions to enhance business performance monitoring and decision-making Collaborate with other stakeholders and departments for system integration Requirements include: Extensive experience in Salesforce Excellent knowledge of data tools/reporting, dashboard and story board Proficiency in Microsoft products You should have excellent communications, listening and influencing skills. Skills: Data Analysis Salesforce CRM Business Intelligence Financial Planning Financial Analysis Financial Reporting



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