429 E Dat Analyst jobs in Chicago,IL

In Office/Remote Opportunity

This position is not eligible for employment visa sponsorship now or in the future.

Bachelor's degree in Business, Analytics, Information Systems, Sales Operations, or a related field; equivalent experience may be considered

2–4 years of experience in sales operations, sales analytics, CRM administration, business analysis, or a related support function

Proficiency in Salesforce.com administration and reporting

Advanced Microsoft Excel skills, including data analysis and reporting

Working knowledge of sales operations, CRM administration, sales reporting, and pipeline management

Understanding of sales performance metrics, KPIs, forecasting, lead management, and territory administration

Knowledge of data governance, data quality management, and reporting best practices

High attention to detail and commitment to data accuracy

Ability to organize and prioritize multiple assignments in a fast-paced environment

Ability to interpret data and communicate findings clearly to business stakeholders

Strong customer service orientation and ability to support end users effectively

Effective written, verbal, and interpersonal communication skills

Ability to work independently on routine assignments while operating under direction from a supervisor

Strong organizational discipline and follow-through on recurring reporting and operational responsibilities

Continuous learning mindset with interest in sales technology, analytics, and process improvement

Ability to collaborate effectively with sales leaders, field teams, Salesforce administrators, and cross-functional partners

Experience supporting a field sales organization and working with CRM or sales technology platforms preferred

Experience with Power BI or other business intelligence/reporting tools preferred

Familiarity with Microsoft 365 applications, workflow automation, and system integrations

SQL, Smartsheet integration, or reporting automation experience is a plus

The expected base pay range for this position is: California $33.45 - $40.47

Illinois $30.41 - $37.06

New York $33.45 - $40.47

Washington $31.93 - $38.76

This position will be eligible for a cash bonus, equity rewards and benefits

401(k) Savings Plan with company matching

Paid sick time

Employee Stock Purchase Plan

E&O; Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including a free copy of TurboTax

Ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support

Sunday through Saturday, for a minimum of 20 hours per week

Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.

Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation

General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.

Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.

Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.

Familiarity with Circular 230

Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand

Must reside within the United States.

Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Bilingual (English/Spanish) communication skills are a plus

General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.

Experience in holistic tax advisory services beyond tax filing

Must be willing to wear a TurboTax Uniform

Must be willing to work in a front facing retail environment

In Office/Remote Opportunity: We are located in Oak Brook, IL, however our work arrangement will be 4 days in the office, 1 day remote for the foreseeable future

Undergraduate degree in accounting, finance or related field

Advanced degree preferred

At least 7 years of experience in the field of accounting/finance

Understanding of U.S. GAAP

Advanced Excel skills required

Working knowledge of Microsoft Office Suite, SAP & BPC/EPM, Power BI

Demonstrated ability to interact with CEO, CFO, VPs, Directors and Senior Management

Ability to influence others' decision making through financial analysis and interpersonal skills

Ability to employ ROI, financial analysis and modeling techniques as well as an ability to interpret the data, present findings and make recommendations

Solid analytical background, an aptitude for logical methods, and an understanding of the inter-relationships between operations and accounting

Change agent and problem solver with an ability to get things done

Unlimited curiosity about the business and what makes it work

Confidence to challenge existing practices and formulate new and creative approaches and solutions

Advanced written and verbal communication skills in addition to interpersonal relationship and very strong staff leadership skills

This position is not eligible for employment visa sponsorship now or in the future

Work Authorization: This position is not eligible for employment visa sponsorship now or in the future

4 days in the office, 1 day remote

This position is not eligible for employment visa sponsorship now or in the future.

In Office/Remote Opportunity:

4 days in the office, 1 day remote

Required Skills

Ability to to quickly read, interpret and analyze financial statements including balance sheets, income and cash flow statements, and proforma data to produce a professional written analysis.

Manage a portfolio of accounts including setting credit limits, order release, and working with past due retailers to develop solutions and payment plans as needed.

Self-motivated, with a strong work ethic, well organized and able to perform with limited supervision in order to work effectively within various deadlines and time constraints.

Excellent verbal and non-verbal communication and negotiation skills.

Proficient with SAP or equivalent ERP system, MS Office Suite, database queries and reporting.

A four year business degree (preferably in Finance, Economics or Accounting)

Familiarity with business and credit laws and prior experience working with legal contracts.