Sales Operations and Financial Reporting Analyst
Creative Financial Staffing
North Royalton, OH · Posted November 4, 2026
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Rankings about sales jobs
- Best cities for sales jobs #1 New York (2,774 openings)
- Best cities for sales pay after cost of living #1 Santa Clara ($175k)
- Most requested AI skills in sales jobs #1 AI tools in daily work (4.1%)
- AI tools named most often in sales jobs #1 Gong (0.93%)
- Employers with the most sales jobs #1 Charter Communications (389 roles)
How AI is used in this kind of work
Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
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About the job
Job Title: Sales Operations and Financial Reporting Analyst
Location: North Royalton, OH
Salary: $75,000 – $85,000
About The Opportunity: We are seeking a highly analytical, detail-oriented, and tech-savvy Sales Operations & Financial Reporting Analyst to join a growing organization. This position offers the opportunity to work cross-functionally with Sales, Finance, Operations, and Executive Leadership to improve reporting accuracy, streamline processes, and drive data-informed business decisions.
Why This Opportunity Stands Out ( Sales Operations and Financial Reporting Analyst ):
High-Visibility Role: Work closely with executive leadership and play a key role in supporting strategic business decisions.
Cross-Functional Collaboration: Partner with Sales, Finance, and Operations to improve reporting accuracy and operational efficiency.
Technology-Focused Environment: Leverage AI, automation, and reporting tools to streamline processes and improve business insights.
Opportunity to Make an Impact: Take ownership of critical data and reporting functions while identifying opportunities for improvement.
Professional Growth: Gain exposure to financial analysis, sales operations, business intelligence, and executive-level reporting.
Key Responsibilities ( Sales Operations and Financial Reporting Analyst ):
Own and maintain CRM data accuracy, completeness, and integrity across the organization.
Monitor sales pipelines, forecasts, customer activity, and operational metrics to ensure accurate and timely reporting.
Partner with sales teams to identify and resolve missing or inaccurate data.
Develop and maintain dashboards, reports, and key performance indicators (KPIs) for leadership.
Support the preparation of recurring financial reports, including revenue, margin, and forecasting analysis.
Reconcile sales and operational data with financial results, investigating variances and ensuring consistency across systems.
Assist with budgeting, forecasting, and month-over-month financial analysis.
Preferred Qualifications ( Sales Operations and Financial Reporting Analyst ):
Strong analytical, problem-solving, and critical-thinking skills.
Advanced Microsoft Excel skills, including financial analysis, reporting, and modeling.
Solid understanding of financial concepts, including revenue, margins, forecasting, and variance analysis.
Experience working with CRM systems, business intelligence tools, or financial reporting platforms preferred.
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