Sales & Marketing P&A AFR Reporting- Associate
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Job Location:
Monthly Salary:
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
You are a strategic thinker passionate about driving solutions in Financial have found the right team
As an Associate in the Sales Planning & Analysis Reporting team you will be responsible for maintaining management reports for front office sales creating presentations for the Operating Committee and the Board of Directors and coordinating revenue budgeting and forecasting processes. You will engage in competitor benchmarking client profitability analysis and actively participate in transformation initiatives using new technology solutions like Alteryx and Tableau. You will collaborate with business partners across various teams to ensure timely and accurate delivery of initiatives while also guiding and upskilling junior team members.
Job Responsibilities
- Report periodic revenue numbers 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 the transformation agenda by participating in and adapting to 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 to ensure the accuracy of revenue numbers in the system.
- Guide and support junior team members by providing direction on prioritization training and upskilling.
Required qualifications capabilities and skills
- Self-starter who is able to work in a fast paced results driven environment
- 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 skill
- At least 4 years of relevant P&A experience preferably in the financial services industry
Required Experience:
IC
Key Skills
- Digital Marketing
- Marketing
- MailChimp
- Business Management
- Constant Contact
- HubSpot
- Responsys
- Email Marketing
- Adobe Photoshop
- Social Media Management
- Copywriting
- Adobe Indesign
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
