Senior Financial Analyst – Financial Products Sales Support

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Summary

  Providing a broad-range of financial and operational support to our client’s Sales team in conjunction with team leader Providing deep dive analytics around client’s sales force coverage, pipeline and productivity Managing, building and optimizing information gathering processes on a weekly, monthly and quarterly basis Reviewing and presenting regular financial results packages for management; analyzing… >>>


Company Information:

Advisory firm serving corporations, non-profits and foundations.


Job Description:

 

    • Providing a broad-range of financial and operational support to our client’s Sales team in conjunction with team leader
    • Providing deep dive analytics around client’s sales force coverage, pipeline and productivity
    • Managing, building and optimizing information gathering processes on a weekly, monthly and quarterly basis
    • Reviewing and presenting regular financial results packages for management; analyzing performance against forecasts and operational metrics, as well as historical revenue and expense trends
    • Identifying opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of data
    • Managing ad hoc special projects or analysis including revenue, market opportunities, sales metrics and/or operational analytics for decision support to management
    • Building dashboards, customizing visualizations and ad hoc analysis on large data sets, using Excel, Access, Tableau or other tools as needed

Requirements / Qualifications:
    • BS in accounting or finance
    • 5-7 years of financial modeling, planning, reporting and analysis experience
    • Exceptional skills in MS Excel and PowerPoint
    • Exceptional attention to detail
    • Excellent analytical, problem-solving and financial modeling skills
    • Ability to work with large amount of data, while succinctly summarizing conclusions for management
    • Excellent verbal and written communication skills
    • Team player with ability to deal with changing priorities

We’d love to see:

    • MBA
    • MS Access
    • Experience in financial services or a financial data provider industry
    • MS Access, Python or R coding experience, Tableau or Qlik experience

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