Baker Tilly US
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Sales Operations Senior Analyst
role at
Baker Tilly US
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Responsibilities
Analyze complex sales data to identify trends, anomalies, and growth opportunities across regions, services, and industries.
Develop and maintain dashboards, reports, and key performance indicators (KPIs) to monitor sales performance, pipeline health, conversion rates, sales cycle velocity, etc.
Design and implement advanced forecasting models using historical performance, market trends, and economic indicators to support strategic planning and revenue growth.
Create and evaluate "what-if" scenarios to assess potential outcomes of strategic decisions and market variables.
Provide data‑driven insights and recommendations to inform high‑level business decisions, strategy development, and goal‑setting.
Present findings and strategic recommendations to senior leadership, translating complex data into clear, actionable insights.
Ensure data integrity, accuracy, and consistency across analytics and reporting.
Support fiscal year planning through goal modeling and performance forecasting.
Provide support for New Business Development (NBD) budgeting, tracking, and reporting.
Perform ad‑hoc analysis and special projects as required by leadership.
Qualifications
3+ years of experience in analytics, forecasting, or sales operations
Proven expertise in statistical modeling, predictive analytics, and forecasting techniques.
Exceptional analytical, problem‑solving, and critical thinking skills.
Strong business acumen and understanding of sales processes and operations.
Excellent communication and presentation skills, with the ability to convey complex data insights to non‑technical stakeholders.
Proficiency in Salesforce or other CRM reporting tools.
Advanced Excel skills (pivot tables, formulas, modeling).
Experience with data visualization tools (Power BI, Tableau).
Experience working in fast‑paced, cross‑functional environments.
Ability to work in a remote or hybrid environment.
Bachelor’s degree in Business, Mathematics, Statistics, Data Science, or related field.
The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Baker Tilly is an equal‑opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
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Sales Operations Senior Analyst
role at
Baker Tilly US
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Responsibilities
Analyze complex sales data to identify trends, anomalies, and growth opportunities across regions, services, and industries.
Develop and maintain dashboards, reports, and key performance indicators (KPIs) to monitor sales performance, pipeline health, conversion rates, sales cycle velocity, etc.
Design and implement advanced forecasting models using historical performance, market trends, and economic indicators to support strategic planning and revenue growth.
Create and evaluate "what-if" scenarios to assess potential outcomes of strategic decisions and market variables.
Provide data‑driven insights and recommendations to inform high‑level business decisions, strategy development, and goal‑setting.
Present findings and strategic recommendations to senior leadership, translating complex data into clear, actionable insights.
Ensure data integrity, accuracy, and consistency across analytics and reporting.
Support fiscal year planning through goal modeling and performance forecasting.
Provide support for New Business Development (NBD) budgeting, tracking, and reporting.
Perform ad‑hoc analysis and special projects as required by leadership.
Qualifications
3+ years of experience in analytics, forecasting, or sales operations
Proven expertise in statistical modeling, predictive analytics, and forecasting techniques.
Exceptional analytical, problem‑solving, and critical thinking skills.
Strong business acumen and understanding of sales processes and operations.
Excellent communication and presentation skills, with the ability to convey complex data insights to non‑technical stakeholders.
Proficiency in Salesforce or other CRM reporting tools.
Advanced Excel skills (pivot tables, formulas, modeling).
Experience with data visualization tools (Power BI, Tableau).
Experience working in fast‑paced, cross‑functional environments.
Ability to work in a remote or hybrid environment.
Bachelor’s degree in Business, Mathematics, Statistics, Data Science, or related field.
The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Baker Tilly is an equal‑opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
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