Salesforce Analyst --Sales and Finance

Carnival Corporation•Doral, FL

4d•Remote

About The Position

The Salesforce Analyst is responsible for leading sales financial planning through budget and forecast analysis, automation, and process optimization to improve sales efficiency and consistent with the objectives of the company. Partners with Sales Directors, BDMs, Trade Marketing, Sales Administration, Finance, IT and Salesforce team to direct and research to streamline workflows, integrate automation tools, and drive strategic decision making for budgets. This role involves gathering and interpreting data, identifying trends, and providing actionable insights to various departments as it relates to the North America Sales & Trade Marketing teams financial A&P and G&A spend. Role requires expertise in forecasting, trade marketing spend, management of and budget optimization, accounting reconciliations. A process-focused problem solver who thrives on improving systems by collaborating to bridge gaps between Sales, Finance, Salesforce and IT. Background in business analysis and accounting.

Requirements

Bachelor's degree in Business Administration, Finance, Economics, or a related field.
Strong analytical and problem-solving skills.
Proficiency in data analysis tools such as Sales Force, Access, Excel, SQL, and Power BI
Minimum of 3 years of experience in business analysis or a related field.
Proven track record of analyzing data and providing actionable insights.
Experience in creating detailed reports and presentations for stakeholders.

Responsibilities

Review costs by closely aligning with Management to report on spend against forecast projections and provides recommendations for managing funds within budget/forecast.
Anticipate and strategically prepare monthly forecasts and accruals for the North America sales & Trade Marketing team A&P and G&A and inputs into the Hyperion system.
Ensures proper classification of expenses, conducts variance analysis and cost correction management including providing explanations to Finance on variances.
Manage the auto fleet budget and forecast and escalations.
Account reconciliation and accrual management.
Strategically Develop, propose, and amend and manage Sales & Trade Marketing budgets.
Create revenue coop report within financial budget limitations.
Provides reporting to Sales Directors and coordinates integration within Sales Force tool.
Reviews actuals and provide reports to directors for review.
Create reports in Salesforce for month end accruals.
Generate Ad hoc reporting related to Sales metrics, revenue tracking and performance against KPI.
Understand automation of sales tools, such as Salesforce for financial planning, reporting and approval workflows.
Oversee Salesforce CRM automation and integration with financial systems such as Polar.
Monitors coop processes and provides recommendations for processes and report improvement designs to support accurate processing and utilization of coop funds.
Partner with other teams such as IT, Finance to streamline integrations between Salesforce and other systems (Polar) for A&P budgets, and payment processing.
Drive change management efforts to ensure adoption of automation solutions.
Oversees aspects of project planning, management, and execution (scope, schedule and within budget of contact labor).
Works with the team and leadership to document and resolve financial technical issues.
Communicates business and technology issues and solutions.
Performs other duties as assigned as requested