Markets Sales & Research Planning & Analysis Associate

Sales Planning & Analysis Reporting team is primarily responsible for Competitor benchmarking submissions maintaining management reports for front office sales presentations for the Operating Committee and the Board of Directors leading and coordinating revenue budgeting and forecasting process.

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

Job Responsibilities

• Competitor benchmarking quarterly revenue submissions under stringent timelines

• Liaising with respective product business managers for exclusion inputs and review of the submission numbers

• Periodic reporting of revenue numbers to front office sales including maintaining of sales team & individual scorecards as well as management scorecards
• Produce presentations for business reviews / offsites / townhalls analysis and supporting materials for key internal stakeholders including senior management
• Participate and support ad-hoc requests as needed

• Participate in UATs on system migrations both upstream and downstream

• Active involvement in transformation agenda by participating and adapting to new technology solution like Alteryx & 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 ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: sales business managers regional leads firm-wide functional finance and lines of business teams
• Timely maintenance of various sales reference data & controls for 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