You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team

As an Associate in the Sales Planning & Analysis Reporting team, you will promote strategic solutions by managing reports and presentations for front office sales, coordinating revenue budgeting and forecasting, and conducting competitor benchmarking. You will play a key role in supporting senior management and contributing to the transformation agenda with new technology solutions.

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 environmentMBA in Finance, Economics or AccountingSound 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 prioritiesAbility to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environmentExcellent organizational, management, and both verbal and written communication skillsStrong quantitative, analytical, and problem solving skills.  Strong technical and analytical skills, including Excel, PowerPoint, Power BI, Business Objects, Alteryx and TableauAbility to navigate multiple data sets and synthesize into cohesive presentation and recommendationsDetail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneouslyTeam oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior managementAbility 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