The Business and Financial Analyst will have two primary responsibilities: identifying and implementing operational efficiencies to improve sales effectiveness, and gathering, compiling and modeling financial reporting and analysis for DataLogix. You will be the key contributor to designing, developing and maintaining DataLogix’s customer relationship management tools and information systems used or to be used to complete the above. 

You will support the Director, Sales Operations and Business Planning for the completion of month-end reports, operating budgets and forecasts for DataLogix. In addition, you will support special projects identified by management (such as acquisition support, special operational reviews, new product tracking mechanisms, and client contact management).

Primary responsibilities include: 

• Support Sales Teams by developing and managing corporate CRM tool and integrating it with various systems and processes
• Develop CRM by understanding user needs, then designing and implementing improvements using Excel, VBA, Access, and SQL Server
• Lead the collection and analysis of historical and pro forma data
• Manage the weekly and monthly forecasting process
• Audit and analyze monthly financial reports, budgets and projections with identification of financial risks and opportunities
• Generate financial statements as required and monthly P&Ls and G/L detail for senior management and Board
• Manage the compilation of management reporting packages for the Business Review and prepare monthly Management Discussion and Analysis write-up
• Test and suggest new reports in response to current business issues
• Establish and measure corporate key performance indicators, including reconciling various reports across departments
• Establish and maintain systems to analyze and report key performance metrics to aid management in the identification of trends, improvement opportunities and internal best practices
• Provide ad-hoc support as to Sales and senior management requests

• 5-7+ years of general business experience, with minimum of 3 years in financial analysis
• Bachelor's Degree in Accounting/Finance or Engineering; MBA preferred
• Excellent analytical skills required
• Demonstrated advanced skills in Excel (2003 and 2007) and very strong in VBA, PowerPoint, Word, Access, SQL (nice to have). Ability to create/edit/modify VBA macros in MS Office.
• Experience preparing and interpreting financial statements (P&L, balance sheets & cash flows) and developing annual budgets.
• Must be extremely detail-oriented and have the ability to multi-task, while managing to established and aggressive deadlines
• Must be energetic, self-motivated and thrive in a team environment
• Strong communication skills - including the ability to listen to the needs of others, research and comprehend complex matters, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations.
• Strong project management skills and an ability to work well with all levels of an organization.
• Comfort with initiating and responding to change; demonstrated ability to identify, develop, and implement improvements to established processes is a must.
• Experience with MAS 500 / FRx or similar accounting packages