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Sales & Revenue Analytics Analyst - Banking & Financial Services. Job in Rio Rancho Gr8Jobs
Job Description
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Benefits
- Professional Development