Senior Sales Operations Analyst
Senior Sales Operations Analyst
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Job Description
About Morningstar: Morningstar is a leading global provider of independent investment insights serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data research and investment management services with $300 billion in assets under management. Operating in 32 countries Morningstar supports financial advisors asset managers retirement plan providers and more with comprehensive investment solutions.
The Role: We are seeking a highly skilled Business Intelligence (BI) Analyst with a strong background in finance to join our dynamic team. The ideal candidate will possess deep expertise in financial analysis reporting data visualization and documentation with proficiency in using Tableau. This role is critical in guiding decisions through datadriven insights across the organization by providing actionable insights comprehensive financial reporting and welldocumented data sources and definitions.
What Youll Do
- Financial Data Review:
- Collect review and interpret data to support strategic decisionmaking.
- Perform indepth financial modellng forecasting and variance analysis.
- Identify trends risks and opportunities within our datasets.
- Reporting & Visualization:
- Develop maintain and optimize Tableau dashboards to visualize complex financial data.
- Create and distribute regular financial reports and adhoc analyses to stakeholders.
- Translate business requirements into technical specifications for Tableau reporting.
- Data Management & Documentation:
- Ensure data accuracy and integrity by working closely with data engineering teams.
- Manage and maintain financial data within BI systems.
- Document data sources definitions and methodologies for key financial metrics and data points.
- Develop and maintain a data dictionary to ensure consistency and clarity across the organization.
- Design and implement data quality checks and validation procedures.
- Collaboration & Communication:
- Collaborate with sales product finance and other departments to understand data needs and provide tailored solutions.
- Present insights and recommendations to senior management in a clear and concise manner.
- Support our teams during budgeting and forecasting processes by providing datadriven insights.
- Process Improvement:
- Identify opportunities to enhance BI processes and tools.
- Help develop and automate processes for reporting analysis and documentation to improve efficiency and accuracy.
- Stay updated on industry trends and best practices in BI finance and data visualization.
Who You Are
- Education:
- Bachelors degree in Finance Economics Business Administration Data Science or a related field.
- A Masters degree or relevant certifications (e.g. CFA CPA Tableau Salesforce) is a plus.
- Experience:
- Experience in business intelligence financial analysis or a related field. Were expecting this role to suit people who have a few years of experience in this field
- Proven experience with Tableau and other BI tools (e.g. Power BI SQL).
- Strong understanding of financial concepts. Knowledge of investment information and databases is a big plus.
- Experience in documenting data sources and defining data points.
- Technical Skills:
- Strong understanding of Salesforce and reporting in Salesforce.
- Proficiency in Tableau for data visualization and reporting.
- Advanced Excel skills including pivot tables VLOOKUP and financial modeling.
- Familiarity with SQL and data querying techniques.
- Experience in documenting and maintaining data dictionaries or similar documentation.
- Soft Skills:
- Excellent communication and presentation skills.
- Ability to work collaboratively in a crossfunctional team environment.
- Selfmotivated with a proactive approach to learning and improvement.
Ready to Shape the Future At Morningstar every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. Weve found that were at our best when were purposely together on a regular basis at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are youll have tools and resources to engage meaningfully with your global colleagues.
301MstarEurLtd Morningstar Europe Ltd (UK) Legal EntityRequired Experience:
Senior IC
Employment Type
Full-Time
