Sr Business Analyst_ (NY/NJ/CT Only)_ (Salesforce, CRM, Fundrising Exp)_ Financial Domain_12+ Years

Title: Business Analyst with (Fundrising, Salesforce, CRM)

Location: New York City, NY

Required Skills

• Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs,

• creating workflows, setting up fields, data uploads, building inline reporting
• Experience in the buy-side finance industry, including PE and open-ended funds
• Visio taking descriptions of processes and converting into a meaningful Visio diagram with
• swim lanes
• Excel Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of
• data into a meaningful summary for business users
• Power BI build reports from preset views or custom SQL queries, joining multiple data
• sources, adding Calculated Fields and Parameters to create a visual, interactive experience
• for business users
• SQL Writing and editing basic queries based on preset views, ability to look at a query to

Best Regards

Naveen Pulletikurthi

Sr Recruiter

Sunray Informatics Inc

Direct No: (609)-(596)-(3878)

Email: naveen at sunrayinformatics dot com