insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com. 

This position is for an experienced IT Business Process Analyst having a strong background in data analysis, financial reporting, and Quote to Cash processes.  InsightSoftware uses Salesforce.com CRM Sales cloud, CPQ and Billing and the successful candidate will have several years of experience as a SFDC administrator or power user.

The successful candidate’s primary responsibilities will include common business analyst duties relating to requirements gathering, improve tool efficiency, partner with business stakeholders, communication with business resources, and various project planning tasks relating to system enhancements.  This role will also include financial analysis duties with the following responsibilities:  ensuring the accuracy of Salesforce based financial reporting, understanding financial & billing workflow, and creating audit reports to support the finance department.  You will audit internal SF reports as well as data warehouse BI reports created by business leadership. 

The successful candidate will be a member of IT Services and report directly to the Director of CRM Applications.  The candidate will be part of an international team of SFDC administrators, developers, and business analysts.  This is a hands-on data analyst role requiring Salesforce CPQ and billing knowledge.  To perform this job successfully, the hired candidate must be able to perform, at a satisfactory level, the duties listed above as well as the primary responsibilities as listed below (including qualifications).

Responsibilities:

• Communicate verbally and in writing functional requirements related to SFDC enhancements.
• Lead prioritization meetings.
• Lead and plan a release management schedule.
• Analyze and resolve trouble tickets relating to quotes, orders, billing and invoicing.
• Write, analyze and present financial exception reports to executive leadership
• Ability to understand unique InsightSoftware workflow related to quote to cash, order management, and various billing processes.

Achievements/Goals -First 6 months:

• Basic understanding of all CRM Team processes and should be able to resolve Finance/Accounting trouble tickets.

• 5+ years of total SFDC or equivalent CRM experience
• 3+ years of total IT experience
• 2+ years experience in working with financial back-office professionals including understanding financial and billing concepts
• Personal Attributes
• Expert communication skills with the ability to communicate ideas via technical documentation as well as in a user-friendly and clear language
• Can demonstrate communication skills relating to data analysis in a clear and concise fashion
• Work well in a team environment and as an independent developer
• Must be able to meet tight deadlines and provide accurate time estimates
• Strong analytical, troubleshooting, problem-solving and follow-through abilities
• Highly motivated self-starter, proactive in your assignments and solid time management skills
• Proven ability to multitask and work through ambiguous requirements
• Strong verbal, written and interpersonal communication skills.

Key skills include:

• Expert skill level as a business analyst and associated duties
• Expert level skill with at least one of SFDC sales cloud, CPQ and/or SFDC billing (or equivalent)
• Senior level skill as a SFDC administrator or equivalent
• Senior level skill with SFDC configuration techniques
• Junior level skill in sales operations, quote to cash or financial billing (or equivalent)
• Junior level skill related to SFDC reporting and/or BI reporting (or equivalent)
• Basic experience with writing SQL queries

All your information will be kept confidential according to EEO guidelines.

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** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.