Markets Sales Planning Analysis - Analyst
Markets Sales Planning Analysis - Analyst
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Job Description
You are a strategic thinker passionate about driving solutions in financial analysis.You have found the right team.
As a Planning and Analysis Analyst in our Finance team you will spend each day defining refining and delivering set goals for our firm. You will be primarily responsible for maintaining management reports for front office sales presentations for the Operating Committee and the Board of Directors Competitor benchmarking submissions leading and coordinating revenue budgeting and forecasting process.
JobResponsibilities
- Report revenue numbers periodically to front office sales including maintaining sales team and individual scorecards as well as management scorecards.
- Produce presentations for business reviews offsites and townhalls along with analysis and supporting materials for key internal stakeholders including senior management.
- Participate in and support adhoc requests as needed.
- Engage in UATs on system migrations both upstream and downstream.
- Conduct competitor benchmarking for quarterly revenue submissions under stringent timelines.
- Analyze client profitability and provide associated reporting to senior management.
- Actively participate in the transformation agenda by adapting to new technology solutions like Alteryx and Tableau.
- Collaborate with business partners across P&A technology teams lines of business and the firm to ensure the timely accurate and effective delivery of recurring and adhoc initiatives.
- Build and maintain strong relationships with key business stakeholders: sales business managers regional leads firmwide functional finance and lines of business teams.
- Maintain various sales reference data and controls timely to ensure the accuracy of revenue numbers in the system.
Required qualifications capabilities and skills:
- Selfstarter who is able to work in a fast paced results driven environment
- MBA in Finance Economics or Accounting. Minimum 1 year of relevant P&A experience
- Sound judgment professional maturity and personal integrity strong work ethic proactive and resultsoriented and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
- Ability to comprehend and clearly communicate complex concepts and maintain composure in a fastpaced dynamic environment
- Excellent organizational management and both verbal and written communication skills
- Strong quantitative analytical and problem solving skills. Strong technical and analytical skills including Excel PowerPoint Power BI Business Objects Alteryx and Tableau
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented with the ability to work well under pressure handling multiple projects and initiatives simultaneously
- Team oriented inquisitive critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues desire to learn quickly be flexible and think strategically
Preferred qualifications capabilities and skills:
- Experience preferably in the financial services industry
Required Experience:
IC
Employment Type
Full-Time
