Summary of Position
The Analyst is responsible for analyzing and evaluating overall business strategy and performance. The role involves examining various aspects of the business, industry trends, and competitive landscapes to provide insights and recommendations for improvement. The Analyst will utilize their analytical skills, business acumen, and problem-solving abilities to conduct research, assess opportunities, and recommend strategies that align with the organization's goals.
- Conduct analysis of Closed/Won Sales pipelines and report on YTD new business boarded to Executives
- Assist VP in maintaining and reporting on new business boarded by Sales Representatives to Finance and Executives
- Continual Analysis of open Salesforce Pipeline to report on new business boarding to Sales, Finance and Executives
- Continual analysis of current Salesforce practices to recommend and implement process improvements
- Assist VP in preparing Sales presentation materials for Monthly, Quarterly and Annual Budget meetings
- Perform various analysis as assigned utilizing existing Sage, Salesforce, SSRS and Power BI dashboard data
- Analysis of existing reports to recommend and work with development teams to implement reporting improvements
- Analysis of existing Power BI dashboards to recommend and work with Power BI development team to implement data visualization improvements
- Communicating with Finance to ensure Sales analysis and figures align with Financial reporting
- Serve alongside Project Management team to assist in projects that may require report development or additional analysis
- Support Sales in various market research and industry trends analysis
- Other duties as assigned
- Advanced working knowledge of Microsoft Excel is required including ability to write formulas, macros, create power pivots, what if scenarios, etc.
- Excellent analytical and presentation skills
- Previous experience performing financial analysis strongly preferred
- Experience utilizing CRM tools; Salesforce experience preferred.
- Experience utilizing data visualization tools; Experience creating Power BI data visualization dashboards is a bonus, but not required
- Experience working with large data sets to create reports
- Excellent written and verbal communication skills
- Solid organizational skills including attention to detail and multi-tasking skills
- Strong working knowledge of Microsoft Office suite of products
- Priority will be given to candidates with Salesforce Administrator Certification
- Competitive payrates based on skills and experience
- Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts
- Rest and relaxation: Paid holidays and generous PTO based on tenure
- Community and Philanthropy: Paid volunteer time
- Paid Maternity and Parental Leave
- Contribute to your future: 401K plan and robust continuous learning opportunities
- Work Perks Program: Access to discounts that help save money in your daily life
Is this the ideal location for you?
Mortgage Connect is committed to offering a flexible work environment for this role. This is remote. (Remote work is subject to Mortgage Connect’s remote work policy and business needs.)
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “The 5C’s”: Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.
All onboarding employees will be required to complete a pre-employment background check and drug screening.
We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact HR@mortgageconnectlp.com
