Business Analyst

Southern National Roofing • Charlotte, NC

6d • $60,000 - $75,000 • Onsite

About The Position

Southern National Roofing is seeking a Business Analyst to support our growing organization with reporting, forecasting, budgeting, analytics, and other business initiatives. This is a broad, hands-on analytical role that will work across multiple areas of the company, including sales, marketing, operations, finance, recruiting, and call center operations. The Business Analyst will work closely with company leadership to turn business data into useful information that helps us understand performance, identify opportunities, and make better decisions. We are looking for someone who is comfortable working with numbers and data but who also understands that good analysis requires understanding the business behind the numbers. The ideal candidate will have 2-3 years of relevant business or analytical experience. We are open to candidates at different stages of development within that range and will consider demonstrated analytical ability, business aptitude, technical skills, and growth potential when determining compensation.

Requirements

• Minimum of 2 years of relevant professional experience in business analysis, financial analysis, sales analysis, operations analysis, or a related analytical role.
• Experience working with Salesforce or a similar CRM platform.
• Experience working with business reporting, budgets, forecasts, financial information, or performance analysis.
• Strong analytical and problem-solving ability.
• Strong attention to detail and commitment to data accuracy.
• Ability to communicate analytical findings clearly to both technical and non-technical audiences.
• Microsoft Excel, including formulas, pivot tables, lookups, sorting, filtering, and data analysis.
• Microsoft PowerPoint, including the ability to turn analysis into clear management presentations.
• Microsoft Word.
• Salesforce or a comparable CRM platform.
• Naturally curious and wants to understand why something happened.
• Enjoys working with numbers and solving business problems.
• Can recognize when data does not appear reasonable and investigate further.
• Can take a business question and determine what information is needed to answer it.
• Can distinguish meaningful trends from normal fluctuations in business performance.
• Communicates findings clearly without unnecessarily complicating the analysis.
• Is comfortable interacting with managers and senior leadership.
• Can manage multiple projects and changing priorities.
• Is willing to ask questions and learn how different parts of the business operate.
• Can work independently while collaborating effectively with others.
• Is interested in developing broader business and financial skills.

Nice To Haves

• Bachelor's degree in Business, Finance, Accounting, Economics, Analytics, Marketing, or a related field preferred.
• Experience analyzing sales, marketing, or operational data is preferred.
• Experience with Power BI, Tableau, SQL, Python, or other analytical tools is helpful but not required.

Responsibilities

• Analyze sales, marketing, operational, and financial performance.
• Develop and maintain management reports, dashboards, scorecards, and KPI tracking.
• Use Salesforce or similar CRM platforms to extract, organize, validate, and analyze business information.
• Assist with annual budgeting and ongoing financial forecasting.
• Compare actual performance to budgets, forecasts, prior periods, and company goals.
• Identify trends, performance gaps, and unusual results that require further investigation.
• Analyze sales performance, including lead volume, appointments, conversion rates, close rates, average order values, revenue, and productivity.
• Analyze marketing and lead-source performance, including cost, conversion, revenue, and return on investment.
• Assist management with workforce, staffing, and productivity analysis.
• Build and maintain Excel models, reports, trackers, and analytical tools.
• Prepare PowerPoint presentations that clearly communicate findings and recommendations to management.
• Assist with improving data quality and reporting accuracy within Salesforce and other company systems.
• Work directly with department leaders to understand business issues and determine what information is needed to evaluate them.
• Support special projects involving sales, marketing, operations, finance, recruiting, and other business functions.
• Help improve and streamline recurring reporting and analytical processes as the company grows.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level