Analyst, Corporate Strategy
Mortgage Connect LP | Townsgate Closing Services - Coraopolis, PA
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Job Title: Analyst, Corporate StrategyDepartment: SalesReports to: Vice President, Corporate StrategySummary of PositionThe Analyst is responsible for analyzing and evaluating overall business strategy and performance. The role involves examining various aspects of the business, industry trends, and competitive landscapes to provide insights and recommendations for improvement. The Analyst will utilize their analytical skills, business acumen, and problem-solving abilities to conduct research, assess opportunities, and recommend strategies that align with the organization's goals. ResponsibilitiesConduct analysis of Closed/Won Sales pipelines and report on YTD new business boarded to ExecutivesAssist VP in maintaining and reporting on new business boarded by Sales Representatives to Finance and ExecutivesContinual Analysis of open Salesforce Pipeline to report on new business boarding to Sales, Finance and ExecutivesContinual analysis of current Salesforce practices to recommend and implement process improvementsAssist VP in preparing Sales presentation materials for Monthly, Quarterly and Annual Budget meetingsPerform various analysis as assigned utilizing existing Sage, Salesforce, SSRS and Power BI dashboard dataAnalysis of existing reports to recommend and work with development teams to implement reporting improvementsAnalysis of existing Power BI dashboards to recommend and work with Power BI development team to implement data visualization improvementsCommunicating with Finance to ensure Sales analysis and figures align with Financial reportingServe alongside Project Management team to assist in projects that may require report development or additional analysisSupport Sales in various market research and industry trends analysisOther duties as assignedRequirementsAdvanced working knowledge of Microsoft Excel is required including ability to write formulas, macros, create power pivots, what if scenarios, etc.Excellent analytical and presentation skillsPrevious experience performing financial analysis strongly preferredExperience utilizing CRM tools; Salesforce experience requiredExperience utilizing data visualization tools; Experience creating Power BI data visualization dashboards is a bonus, but not requiredExperience working with large data sets to create reportsExcellent written and verbal communication skillsSolid organizational skills including attention to detail and multi-tasking skillsStrong working knowledge of Microsoft Office suite of productsPriority will be given to candidates with Salesforce Administrator CertificationPriority will be given to candidates with Advanced Excel Certification
Created: 2024-09-07