Apply on Employer Site

Westcor Land Title Insurance Company® · 2 months ago

Sales and Business Intelligence Analyst - Ardán Inc.

Maitland, FL

Full-time

Onsite

Mid Level

3+ years exp

Westcor Land Title Insurance Company is seeking a Sales and Business Intelligence Analyst to manage Salesforce administration and provide financial planning analyses. The role involves creating reports, supporting business decision-making, and collaborating with internal and external sources to enhance Salesforce functionality.

FinanceFinancial ServicesInsurance

Responsibilities

Acting as the Salesforce administrator for the organization, this function will include system update releases, report creation, and general internal customer support

Providing core financial planning analyses, creating financial reports that can support business decision-making making apart from developing regular forecasts and budgets for the business segments

Performance of ad-hoc analyses to support executives with the information needed to drive business goals successfully

Communication / Presentation of results of analysis in a clear manner, along with the ability to interact comfortably across organizational levels

Partner with internal and external sources to ensure the proper function of the Salesforce system

Troubleshoot any issues impacting the performance of the Salesforce system

Using Salesforce and PowerBI, publish monthly financial, variance explanations, and other needed performance reports and participate in the recurring calls to review/discuss

Partner with key leaders to set financial & strategic direction for the business function/unit

Monitor and report on key market/geographical and competitor trends

Initiate analysis trends and metrics for the assigned business function/unit

Analyze, educate, and recommend changes to reporting operations policies and procedures

Participate in special projects, ad hoc information gathering, and/or reporting requests from leadership

Establish and maintain an effective system for maintaining accounting files and records

Qualification

Salesforce administrationFinancial analysisPower BIFinancial modelingBusiness presentationsAnalytical skillsInterpersonal skillsProblem solvingAttention to detail

Required

Bachelor's degree in Accounting or Finance, or equivalent training and related work experience

3-5 years of Finance experience with a well-established mid-sized to large organization with relevant experience in performing financial and business analyses, business presentations to executive teams, financial modeling, and communication across organizational levels

3-5 years of experience using Salesforce and Power BI to support business analyses, business presentations to executive teams, financial modeling and communication across organizational levels

Must be a self-starter and results oriented with strong accounting and financial skills

Must have strong working knowledge of Salesforce administration

Effective decision making and problem solving in a deadline driven environment

Prioritize and organize efficiently

Excellent analytical, multi-tasking, and interpersonal skills

Strong attention to detail is required

Ability to define problems, collect data, establish facts, and draw valid conclusions

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Benefits

Health, dental, and vision benefits

Employer-paid disability and life insurance

Flexible spending accounts

401K with company match

Paid time off and company-paid holidays

Wellness Resources

Company

Westcor Land Title Insurance Company®

Westcor Land Title Insurance Company® is a leading top National title insurance underwriter that has emerged as a source of Local and National market expertise.

Founded in 1993

Maitland, Florida, USA

201-500 employees