You are a strategic thinker passionate about driving solutions in Financial Analysis. You 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 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  Same Posting Description for Internal and External Candidates