SALES OPTIMIZATION ANALYST

Elevate Healthcare Inc • Sarasota, FL, US, FL

1d • Hybrid

About The Position

The Business Optimization Analyst partners with leaders across Elevate Healthcare to improve business performance through financial analysis, operational insights, and data-driven decision making. This entry-level role supports the Finance and Commercial organizations by developing analyses, identifying trends, measuring key performance indicators, and helping leaders make informed decisions.

Reporting to the CFO, this position plays a key role in budgeting, forecasting, management reporting, and business analytics while partnering closely with the VP of Global Sales to support pipeline management and commercial performance. The analyst will participate in weekly sales funnel reviews, evaluate commercial metrics, and help identify opportunities to improve sales execution and forecast accuracy.

This role is ideal for someone who is intellectually curious, enjoys solving complex business problems, and wants broad exposure across finance, sales, manufacturing, software, service, and corporate operations. Occasional travel to sales meetings, customer events, and industry trade shows is expected.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field required.
• 0–3 years of experience in FP&A, finance, accounting, consulting, business analytics, or a related analytical role (internships encouraged).
• Strong analytical, quantitative, and problem-solving skills with exceptional attention to detail.
• Advanced Microsoft Excel skills
• Ability to communicate analytical findings clearly to both financial and non-financial audiences.
• Intellectual curiosity and a desire to understand how businesses operate beyond the numbers.
• Highly organized, self-motivated, and capable of managing multiple priorities in a fast-paced environment.
• Willingness to learn new technologies, including AI-enabled analytical tools, to improve business decision-making.
• Ability to travel occasionally (approximately 10–20%) for sales meetings, trade shows, and company events.

Nice To Haves

• experience with Power BI, Tableau, Salesforce, or ERP systems is a plus.

Responsibilities

• Support the annual budgeting, quarterly forecasting, and monthly financial reporting processes.
• Prepare recurring management reports, dashboards, KPI scorecards, and variance analyses for business leaders.
• Partner with the VP of Global Sales to support weekly sales funnel reviews, pipeline reporting, and commercial performance analysis.
• Analyze sales trends, bookings, revenue, margins, pricing, win/loss performance, and forecast accuracy to identify business opportunities and risks.
• Develop financial models and business cases to support pricing decisions, capital investments, product initiatives, and strategic projects.
• Build and maintain dashboards and reporting tools using ERP, CRM, and business intelligence platforms.
• Identify opportunities to improve business processes, reporting automation, and operational efficiency through analytics and AI-enabled tools.
• Collaborate with leaders across manufacturing, software development, customer service, commercial operations, and corporate functions to answer business questions with data.
• Support strategic initiatives, acquisition analyses, and other special projects as assigned.

What This Job Offers

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