Portfolio Operations Financial Analyst IV
Portfolio Operations Financial Analyst IV
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Toshiba Global Commerce Solutions is seeking a Portfolio Operations Financial Analyst IV. The Central Finance and Operations Team unifies financial and operational data into a single source of truth standardizes forecasting and pricing runs the company cadence with KPIs and OKRs and drives operational excellence across Product Professional Services and Innovation. This highly visible role sits at the intersection of Sales Operations and margin. You will play a critical role in producing the monthly operational forecast for the portfolio keeping pipeline and forecast aligned enforcing Salesforce hygiene building program reporting and partnering with business operations to translate cost to serve into clear gross margin insights and turn data into choices on growth pricing and investment.
Responsibility
- Produce the monthly operational forecast for the portfolio in partnership with Strategic Finance Sales Customer Success and Biz Ops.
- Maintain forecast integrity by analyzing pipeline variance to forecast and documenting business reasons in a clear change log.
- Develop a full understanding of monthly forecast drivers document them with definitions and owners and keep the driver library current.
- Conducts Forecast Scenario modeling to assess planning and contingencies.
- Enforce Salesforce hygiene and stage discipline with stakeholders ensuring required fields stage definitions and handoffs are followed.
- Build and maintain program reporting in Tableau that tells the story of performance trends risks and opportunities for leadership reviews.
- Partner with Biz Ops to map cost to serve and surface gross margin by offering and division highlighting levers to improve mix and utilization.
- Identify and drive process improvements including the creation of standard and ad-hoc reports tools and increase productivity by developing automated reporting/forecasting tools
- Lead regular cadences for pipeline change reviews actuals vs forecast reviews and preparation for monthly/quarterly/annual business planning.
- Maintain tight documentation of processes SOPs metric definitions and change logs so the operating cadence is clear and auditable.
Requirements and Areas of Expertise
- 5 Years with a degree in Business MBA is a plus
- Financial acumen: revenue mechanics bookings vs billings cost to serve gross margin unit economics budget and variance basics.
- Excel modeling: driver-based models structured workbook design scenario and sensitivity worksheets Power Query for refresh and joins comfort connecting tables and using relationships strong use of named ranges and dynamic arrays robust checks for data integrity.
- Tableau: calculated fields table calculations parameters actions performance tuning and clear storytelling that highlights the right metrics trends and decision points.
- Salesforce: pipeline flows and stage design field governance and required-field design hands-on data stewardship and partnering with Sales to optimize process and hygiene.
- Data fundamentals: metric definitions lineage and change control basic SQL data quality practices.
- Communication and influence: concise executive-ready writing and visuals; ability to drive alignment and compliance across Sales CS Product Engineering and Finance.
- Profile: 3 to 5 years in Sales Ops RevOps FP&A or similar. Bachelors degree in a business discipline is a strong plus.
Nice to have
- Programming for automation in Excel or pipelines such as VBA or Python.
- Workflow automation or lightweight modeling experience.
- Exposure to operational analytics like throughput utilization cycle times or experiment readouts.
Toshiba Global Commerce Solutions is a dynamic billion-dollar global company based in Research Triangle Park NC providing retail store solutions to your favorite brands. Have you ever been in a hurry and made use of the self-checkout at Lowes Foods earned fuel rewards at Kroger or just paid for purchases at retailers such as Walmart Michaels Carrefour The Gap Calvin Klein Boots Cencosud BJs or Costco These are just a few examples of our in-store solutions and impressive customer base that made us the worlds installed market share leader.
The nature of retail is changing quickly so if you share our Together Commerce vision of a seamless two-way participatory shopping experience lets get together to drive the new economy.
Toshiba Global Commerce Solutions Inc. offers a competitive salary and generous benefits package including the following:
- Group health coverage (medical dental & vision)
- Employee Assistance Programs
- Pre-tax spending accounts
- 401(k) plan (with company match)
- Company provided life insurance
- Pet Insurance
- Employee discounts
- Generous paid holiday schedule paid vacation & sick/personal days
EEO:
Toshiba Global Commerce Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age ancestry color religious creed disability marital status medical condition genetic information military or veteran status national origin race sex gender gender identity gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories consistent with legal requirements.
Individuals who need a reasonable accommodation because of a disability for any part of the employment process should email to request an accommodation
DIVERSITY EQUITY & INCLUSION:
We at Toshiba Global Commerce Solutions firmly believe that our people are an integral part to the success of our customers. Furthermore were committed to Diversity Equity and Inclusion for all our people as highlighted by our 5 Core Principles (Create Outreach Foster Belonging Unleash Opportunity Diverse Cultural Engagement and Culture of Transparency). Were passionate about our customers the retail industry and becoming a more responsible company as we help create a brighter future.
Required Experience:
IC
Employment Type
Full Time
