Business Analyst - Salesforce CPQ & OTC

Job Description

Title: Business Analyst (Financial / Salesforce CPQ & OTC)
Location: Remote

Ekman Associates is a management consulting firm that specializes in developing business, digital, and technology strategy, delivering solutions, and addressing human resource demands.

SUMMARY:
Seeking a highly analytical Data Analyst with Data Extraction Analysis experience and with Accounting knowledge/experience to extract and analyze financial/accounting data from various systems (including Salesforce). The Data Analyst will be utilizing advanced data analysis techniques to identify trends, anomalies, exceptions, and provide actionable insights/solution to resolve the data descriptions. This role will be responsible for developing and maintaining data extraction processes, creating comprehensive reports, and collaborating with cross-functional teams to identify errors, interpret findings and provide solutions.

The Data Analyst is responsible for defining requirements and developing solutions. This involves the execution of data analysis, report and dashboard creation, and requirements assessment. Serving as a liaison between the business and the development team to translate business needs into useful data.

Key Skills:

• MUST HAVE: Salesforce CPQ and OTC
• Understanding of accounting principles and financial/accounting reporting standards (invoicing, payments, revenue recognition)

Responsibilities:

• Data Extraction:
  • Collect and document business requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, user stories, use cases, scenarios, business-process, and workflow analysis.
  • Develop and maintain data pipelines to automate data extraction processes.
• Data Cleaning and Transformation:
  • Clean and standardize extracted data to ensure accuracy and consistency.
  • Perform data validation checks to identify and address data quality issues.
  • Transform data into a usable format for analysis.
• Data Analysis:
  • Conduct descriptive and statistical analysis on financial data to identify trends, patterns, and anomalies.
  • Utilize advanced analytical techniques like regression analysis, forecasting, and variance analysis.
• Reporting and Visualization:
  • Create comprehensive financial/accounting reports and dashboards to communicate key insights to stakeholders.
  • Utilize data visualization tools to present findings in a clear and impactful manner.
• Collaboration:
  • Work closely with accounting, finance, and business operations teams to identify data needs and interpret analysis results.
  • Collaborate on projects to leverage data insights for business improvement

Qualifications:

• Bachelor's in computer science, Information Technology
• 7 Years, Excel, Data Analysis,
• Salesforce CPQ and OTC (Order to Cash)
• Salesforce CRM
• Exceptional analytical, conceptual, and problem-solving
• Experience with data analysis tools and reporting tools: (e.g., Tableau, Power BI, Excel)
• Understanding of accounting principles and financial/accounting reporting standards (invoicing, payments, revenue recognition)
• Statistical analysis skills and ability to interpret data
• Expertise in MS Excel
• Strong communication (verbal and written) and interpersonal skills to translate key insights from complex analyses into actionable business insights
• Proven ability of looking at solutions in unconventional ways- seeing opportunities to innovate and leading the way

Qualified Candidates Only : If you wish to learn more about this opportunity and additional qualifications/responsibilities, please submit your resume. To learn more about Ekman Associates, Inc. please visit our website at www.ekmanassociates.com .