Senior CPQ Business Analyst

3 weeks ago


Raleigh North Carolina, United States insightsoftware Full time
Job Description

We are looking for an experienced Business Data Analyst who has IT experience, along with experience in financial reporting, general sales workflow, and Quote to Cash processes. insightsoftware uses (url removed) CRM Sales cloud, CPQ and Billing. SFDC experience is a plus but not a requirement, provided you can demonstrate the skills listed here in a comparable CRM system.

This is a core financial analyst role where your primary responsibility will include ensuring the accuracy of Salesforce based financial reporting and understanding all aspects of the business process and CRM system, that impact those reports. You will audit internal SF reports, as well as data warehouse BI reports created by business leadership. You will also create reports to support the financial audit findings using SFDC reporting, as well as having SQL skills to write BI reports as needed.

You will be a member of IT Services and report directly to the Director of CRM Applications. You will be part of an international team of SFDC administrators, developers, and business analysts. This is a hands-on data analyst role requiring Salesforce CPQ and billing knowledge. To perform this job successfully, you must be capable of the duties listed above as well as the primary responsibilities as listed below (including qualifications).

Additional primary responsibilities include:

Financial report auditing

Understanding cause and effect to financial data

Write, analyze and present exception reports to executive leadership

Ability to understand unique insightsoftware workflow related to quote to cash, order management, and various billing processes



  • North Wales, United States Jade Global Full time

    About Jade: -Jade is one of the fastest-growing consulting companies worldwide. Jade has a well-balanced salesforce practice who helps customers deliver various IT projects across Sales Cloud, Service Cloud, Communities Cloud (Experience Cloud), Marketing Cloud, Pardot. We have an opening in our CRM Service Line for a Solution Architect who can help manage...


  • North Wales, United States Jade Global Full time

    About Jade: -Jade is one of the fastest-growing consulting companies worldwide. Jade has a well-balanced salesforce practice who helps customers deliver various IT projects across Sales Cloud, Service Cloud, Communities Cloud (Experience Cloud), Marketing Cloud, Pardot. We have an opening in our CRM Service Line for a Solution Architect who can help manage...


  • North Wales, United States Jade Global Full time

    About Jade: -Jade is one of the fastest-growing consulting companies worldwide. Jade has a well-balanced salesforce practice who helps customers deliver various IT projects across Sales Cloud, Service Cloud, Communities Cloud (Experience Cloud), Marketing Cloud, Pardot. We have an opening in our CRM Service Line for a Solution Architect who can help manage...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position leads analytic efforts, delivers strategic insight, and acts as a technical expert for business systems within the Bank. Performs at the highest level of service complexity in support of system operations, performance, and usage. Develops advanced solutions and specifications to resolve process issues, which may involve elements of...


  • Raleigh, United States NR Consulting Full time

    Job Title: Senior Business Analyst Location: Dix Campus Raleigh, NC (Hybrid 2 days a week) Position Type: Contract with possible extension Duration: 12+ months ContractShort Description: Seeks a Senior Business Analyst to support business case analysis, process reengineering and requirement gathering activities. Complete Description: Requires the services of...


  • Raleigh, United States Serigor Inc Full time

    Job Title: Senior Business Analyst (Hybrid)Location: Raleigh, NCDuration: 12+ MonthsJob Description:The client is seeking a senior Business Analyst to support the business process and requirements analysis and implementation of a statewide IT project for clientThe client is seeking to replace the current Laboratory Information Management System (LIMS) for...

  • Business Analyst III

    3 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: The Business Analyst III supports the General Bank Financial Strategy and Analytics team by performing complex data analysis to identify, measure, and advise on business profitability, growth, and efficiency. Assesses a wide scope of business practices, information, and data (both internal and external), and industry/competitive trends. Determines...


  • Raleigh, United States Serigor Inc. Full time

    Job DescriptionJob DescriptionJob Title: Senior Business Analyst (Hybrid)Location: Raleigh, NCDuration: 12+ MonthsJob Description:The client is seeking a senior Business Analyst to support the business process and requirements analysis and implementation of a statewide IT project for clientThe client is seeking to replace the current Laboratory Information...

  • Senior Risk Analyst

    2 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: The Senior Risk Analyst provides risk analytics and expert support at the highest level of operational complexity to business units. Creates methods to evaluate potential losses, and develops high-impact solutions to minimize or eliminate risk. Recommends and monitors enhancements to current processes and procedures, performing analysis and...

  • Senior Risk Analyst

    3 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: The Senior Risk Analyst provides risk analytics and expert support at the highest level of operational complexity to business units. Creates methods to evaluate potential losses, and develops high-impact solutions to minimize or eliminate risk. Recommends and monitors enhancements to current processes and procedures, performing analysis and...

  • Business Analyst II

    3 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position supports the Real Estate Portfolio Administration and Transactions team. The role performs advanced data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses current practices, collects information and industry trends, and creates specifications to support business operations. Determines...

  • Business Analyst III

    3 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This Business Analyst III performs complex data analysis to identify factors that affect business profitability, growth, and efficiency. Determines improvements or solutions to address identified issues. Produces and updates reporting and dashboards, frequently creating new coding and processes with minimal manager oversight. Presents complex...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This role will participate in risk governance functions in the IT Risk Management team in the first line of defense. The Senior Risk Analyst will be responsible for updating IT policies, standards, and for creating detailed procedures for the IT department.  The role focuses on developing effective communication and change management plans to...

  • Business Analyst

    4 days ago


    Charlotte, North Carolina, United States Brightspeed Full time

    Job Description Brightspeed is looking for a Business Analyst to join our team! As the Business Analyst of Operational Governance, you will be responsible for gathering, validating, and compiling data into reports that identify business opportunities and evaluate the financial feasibility of projects and programs. You will source data from a variety of...

  • Business Analyst

    3 weeks ago


    Raleigh, United States Serigor Inc. Full time

    Job DescriptionJob DescriptionJob Title: Business Analyst (REMOTE)Location: Raleigh, NCDuration: 12+ MonthsJob Description:Business Analyst needed for the development of business requirements, for design, configuration of Dynamics 365 Solutions, web-based business solutions, and for the development and delivery of business process and IT application training...


  • North Palm Beach, United States NextEra Energy Resources Full time

    Employees in this role support the overall P and L management of one or more NextEra generating assets. Individuals review findings to be presented to senior management. This position supports budgeting and forecasting, analyzing P and L variance, pa Business, Management, Analyst, Senior, Technology


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position provides complex support for compliance efforts through analysis, reporting, and risk identification. Leads the investigation and resolution of discrepancies or suspicious activity identified in transactions, loans, or other business activities. Maintains an expert knowledge of Bank operations, systems, and regulations in order to...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: As a Pega Bsuiness Systems Analyst III, you will deliver strategic insight into business systems through complex analysis, reporting, and operational activities. Serves as a technical expert on system usage and performance. Determines business requirements and implements appropriate specifications, monitoring for compliance and effectiveness....


  • Raleigh, United States First Citizens Bancshares, Inc. Full time

    This position provides complex support for compliance efforts through analysis, reporting, and risk identification. Leads the investigation and resolution of discrepancies or suspicious activity identified in transactions, loans, or other business ac Compliance Analyst, Compliance, Analyst, Senior, Leadership, Operations, Technology, Banking


  • Greenville, South Carolina, United States Two95 International Inc. Full time

    Position Title: Senior Business Analyst Location: Greenville , SC Type: Full Time Salary: Base + Benefits + Relocation assistance Requirements Job Description Business requirements management, systems analysis & design, assistance with business process re-engineering for supply chain, applications focused on forecasting Retailix Biceps and...