Sales & Research P&A AFR Reporting
Sales & Research P&A AFR Reporting
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Job Description
You are a strategic thinker passionate about driving solutions in Financial have found the right team.
As an Associate in Sales Planning and Analysis reporting you will be responsible for management reports and presentations to front office sales competitor bench-marking as well as coordinating the revenue budgeting and forecasting process
Sales Planning & Analysis Reporting team is 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.
Job Responsibilities
- Report revenue numbers periodically to front office sales 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.
- Support and participate in ad-hoc requests as needed.
- Participate in user acceptance testing (UAT) for system migrations both upstream and downstream.
- Benchmark competitor quarterly revenue submissions under stringent timelines.
- Analyze client profitability and provide associated reporting to senior management.
- Engage actively in transformation initiatives by adopting new technology solutions such as Alteryx and Tableau.
- Collaborate with business partners across P&A technology teams lines of business and the firm to ensure timely accurate and effective delivery of recurring and ad-hoc initiatives.
- Build and maintain strong relationships with key business stakeholders including sales business managers regional leads firm-wide functional finance and lines of business teams.
- Maintain various sales reference data and controls in a timely manner to ensure accuracy of revenue numbers in the system.
Required qualifications capabilities and skills
- Self-starter who is able to work in a fast paced results driven environment
- MBA in Finance Economics or Accounting
- Sound judgment professional maturity and personal integrity strong work ethic proactive and results-oriented 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 fast-paced 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
- At least 4 years of relevant P&A experience preferably in the financial services industry
Employment Type
Full-Time
