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Position Summary :
The Sales and BI analyst’s primary responsibilities will include, among others :
- 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.
Other Essential Functions :
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.Competencies :
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.Education, Formal Training, and Experience :
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.Reasoning Ability :
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.Physical Demands :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; use hands and fingers to type, handle, or reach. The employee must frequently lift and / or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.Work Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations maybe made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.Westcor offers some great perks :
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.Note : This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the job.
About Ardán, Inc., A Community of Companies :
Ardán is a family of companies that make real estate closings faster, simpler, and safer through technology-driven, innovative solutions, sound underwriting, and exceptional customer service.
At Ardán, we pride ourselves on being at the forefront of Insur-Tech. Our brands—Westcor, Grid151®, GridBase®, and X1 Analytics®—are dedicated to using technology to streamline and improve every step of the closing process.
Westcor - Founded by title agents, Westcor is the number one independent title insurance underwriter in the nation. Westcor’s technology-driven products and services and sound underwriting help agents and their customers close real estate transactions faster and with peace of mind.
Website : wltic.com
Grid151 - Powered by GridBase® technology, Grid151® delivers tech-enabled fulfillment services to the title insurance industry.
Website : grid151.com
X1 Analytics - Using its proprietary data analytics engine, X1 Analytics® equips the title insurance industry with decisions and data which enable faster real estate closings with reduced cost and operational friction.
Website : x1analytics.com
GridBase - sing their proprietary tech stack to create the universal API for lender and title collaboration, GridBase® delivers data middleware and tools that transform lender and title operations with highly optimized automations and integrations.
Website : gridbase.io
