Financial Reporting Analyst preparing financial reports and analysis at Aviso Wealth. Collaborating with finance team for month - end and year - end close processes in a hybrid work environment.
About the role
- BI Analytics Intern building analytics systems for Bedrock Data. Involved in Salesforce analytics, data insights and collaboration with finance and sales teams.
Responsibilities
- Sales & Forecasting Dashboards: Take the lead on designing and deploying custom analytics within Salesforce. You will establish KPI reporting for pipeline health and sales velocity, and build robust forecasting dashboards to give leadership clear visibility into projected revenue and quota attainment. Audit existing Salesforce data quality and work with stakeholders to clean, normalize, and structure data for reliable reporting
- Finance & RevOps Reporting: Bridge the gap between sales activity and financial performance. You will design finance dashboards in Salesforce to track critical metrics (e.g., ARR, pipeline, and win rates), ensuring the Finance team has real-time access to accurate, reliable data. You will help establish a cadence of automated, self-serve reporting for the Sales and Finance leadership teams
- Transcript & LLM Data Integration: You will analyze LLM-generated transcripts, summaries, and sales call data to uncover trends in buyer sentiment, objection handling, and win/loss drivers.
- Build the Internal Data Repository: Establish and structure an internal knowledge repository. You will document data models and build a data dictionary to ensure our analytics practices are scalable and easily accessible to the rest of the company.
- Cross-Functional Collaboration: Partner directly with Sales, Finance, RevOps, and Product teams to understand their unique data needs and translate business questions into technical requirements.
Requirements
- Education: Currently pursuing (or recently graduated with) a degree in Business Analytics, Finance, Data Science, Information Systems, Economics, or a related field.
- Business Acumen: A solid understanding of basic sales and financial metrics (pipeline coverage, forecasting, ARR).
- AI Curiosity: A strong interest in Large Language Models (LLMs) and how conversational AI is transforming business intelligence.
- Organizational Skills: A systems-thinker who enjoys building structured documentation and keeping complex information organized.
- Bonus Points: Familiarity with Python or R for data manipulation. Familiarity in SQL and experience with data visualization tools. Prior exposure to Salesforce (or similar CRM platforms); you understand how sales and revenue data is structured (Leads, Opportunities, Accounts). Curiosity building foundational analytics.
Benefits
- High-Impact Projects
- Mentorship
- Hands-on AI Experience
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