anaplan workforce planning lead

Keansa Inc

Location: San Francisco, CA (Occasional Travel) Duration: 6+ Months Employment Type: Contract (C2C) Experience: 8&ndash;12 YearsAbout KeansaKeansa is a global consulting firm specializing in enterprise performance management, financial planning, and digital transformation. We partner with organizations to design and implement scalable, data-driven planning solutions using platforms like Anaplan.Role OverviewWe are seeking an experienced Anaplan Model Builder with strong finance domain expertise to build, enhance, and support planning and consolidation models. This role requires hands-on experience in multi-dimensional modelling, financial systems, and Anaplan New UX.Key Responsibilities<ul><li>Build and support complex planning and consolidation models using the Anaplan platform</li><li>Configure and maintain Anaplan lists, modules, dashboards, actions, and other model settings</li><li>Develop reporting solutions using Anaplan New UX, including creating Pages and Apps</li><li>Apply strong multi-dimensional modelling concepts to design scalable solutions</li><li>Translate Excel-based models into multi-dimensional Anaplan models</li><li>Work with financial management systems and ensure alignment with business requirements</li><li>Support data integration processes and ensure data accuracy and consistency</li><li>Collaborate with stakeholders in a remote environment while maintaining effective communication</li><li>Participate in all phases of the software development life cycle, including analysis, design, testing, deployment, and production support</li></ul>Required Skills &amp; Experience<ul><li>5+ years of experience in Anaplan and Finance</li><li>Strong hands-on experience building and supporting complex Anaplan models</li><li>3+ years of experience with Anaplan New UX (Reporting, Pages, and Apps)</li><li>Deep understanding of multi-dimensional modelling</li><li>Expert-level Excel skills (macros, pivot tables, formulas, charts)</li><li>Strong knowledge of financial management systems</li><li>Ability to translate Excel-based modelling into enterprise planning platforms</li><li>Good understanding of data integration concepts</li><li>Experience across SDLC phases</li><li>Ability to work remotely while staying digitally connected</li></ul>Pay: $60.00 - $70.00 per hourApplication Question(s):<ul><li>We are not sponsoring visa at this point, so don't need visa sponsorship currently or in future</li></ul>Work Location: In person

Anaplan Model Builder

Ping Identity

<div>
 
 About Ping Identity:
 
 
 
 At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it.
 
 
 Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear.
 
 
 While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work.
 
 
 We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management.
 
 
 
 Financial Analyst
 
 
 
 We're looking for a
 
 R&amp;D Financial Analyst
 
 to be a dedicated partner for our global
 
 Engineering and Product
 
 teams. In this role, you'll be the go-to expert for managing business unit expenses, headcount, and helping us make smart, data-driven decisions that fuel company growth. You'll work cross-functionally with Engineering and Product leadership to provide the key takeaways and financial insights they need in order to maximize the impact of Ping&rsquo;s ongoing R&amp;D investments.
 
 
 
 You will:
 
 
 
 <ul>
 <li>
 Own the monthly forecast and annual planning: Lead forecasting, budgeting, and long-range planning for R&amp;D headcount and spend, ensuring plans reflect company strategy and investment priorities.
 </li>
 <li>
 Maintain forecast integrity: Ensure R&amp;D forecasts remain current, well-documented, and internally consistent as hiring plans and spending assumptions evolve.
 </li>
 <li>
 Partner closely with R&amp;D leadership: Serve as the primary finance partner to R&amp;D leaders, supporting headcount planning, investment decisions, and day-to-day financial questions.
 </li>
 <li>
 Support ad hoc and scenario analysis: Build flexible analyses and scenarios to answer evolving business questions, assess tradeoffs, and support decision-making across R&amp;D.
 </li>
 <li>
 Improve processes and systems: Drive reporting consistency and simplification, leveraging Anaplan and provisioned corporate AI tools to build a scalable, single source of truth for R&amp;D headcount and financials.
 
 
 
 </li>
 </ul>
 
 You have:
 
 
 
 <ul>
 <li>
 You have a bachelor&rsquo;s degree in finance, accounting, economics, or equivalent experience.
 </li>
 <li>
 3+ years of experience in financial analysis, with a focus on expenses and headcount.
 </li>
 <li>
 A strong accounting foundation, with hands-on experience in managing accruals and expense recognition.
 </li>
 <li>
 Experience with budget vs. actual reconciliation, financial reporting and forecasting
 </li>
 <li>
 Proficient in Excel with hands-on experience building and enhancing financial models
 
 
 
 </li>
 </ul>
 
 You have an advantage if:
 
 
 
 <ul>
 <li>
 Experience in SaaS business models, metrics, and financial drivers
 </li>
 <li>
 Experience using Anaplan, Netsuite, and/or Salesforce
 </li>
 <li>
 Experience using corporate AI tools
 
 
 
 </li>
 </ul>
 Salary Range: $80K-$90K
 
 
 In accordance with Colorado&rsquo;s Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.
 
 
 
 Life at Ping:
 
 
 
 We believe in and facilitate a flexible, collaborative work environment. We&rsquo;re growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that&rsquo;s who we want to succeed with every day.
 
 
 
 Here are just a few of the things that make Ping special:
 
 
 
 <ul>
 <li>
 A company culture that empowers you to do your best work.
 </li>
 <li>
 Employee Resource Groups that create a sense of belonging for everyone.
 </li>
 <li>
 Regular company and team bonding events.
 </li>
 <li>
 Competitive benefits and perks.
 </li>
 <li>
 Global volunteering and community initiatives
 
 
 
 </li>
 </ul>
 
 Our Benefits:
 
 
 
 <ul>
 <li>
 Generous PTO &amp; Holiday Schedule
 </li>
 <li>
 Parental Leave
 </li>
 <li>
 Progressive Healthcare Options
 </li>
 <li>
 Retirement Programs
 </li>
 <li>
 Opportunity for Education Reimbursement
 </li>
 <li>
 Commuter Offset (Specific locations)
 
 
 
 </li>
 </ul>
 Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone&rsquo;s individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self.
 
 
 
 We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
 
</div>

Financial Analyst

Liva Insurance UAE

<div>
 
 
 Role Summary:
 
 
 
 The aim of this role is to provide analytical support for the Financial Planning and Analysis Function, contributing to budgeting, forecasting and financial performance monitoring across the organisation.
 
 
 The role will support the consolidation of financial data, contribute to financial modelling and analysis, and assist in improving financial planning processes and reporting tools used within the organization.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Prepare financial reports for management, including monthly, quarterly, and annual performance reporting
 </li>
 <li>
 Support the consolidation of annual budgets and periodic forecasts
 </li>
 <li>
 Perform financial analysis and provide insights on key performance indicators (KPIs), financial trends, and business drivers to support decision-making
 </li>
 <li>
 Prepare materials and analysis for management and executive discussions
 </li>
 <li>
 Support the development of financial dashboards and performance tracking tools
 </li>
 <li>
 Assist in the consolidation of financial data within planning tools (such as Anaplan) and ensure proper governance of planning systems
 </li>
 <li>
 Maintain awareness of the industry trends, regulatory developments, and best practices in financial planning
 </li>
 </ul>
 
 
 
 
 Knowledge/ Skills/ Competencies Required
 
 
 <ul>
 <li>
 Bachelor's degree in finance, accounting, or a related field
 </li>
 <li>
 Professional certification such as CPA or CFA is a plus.
 </li>
 <li>
 Proven experience (5+ years) in financial planning and analysis, preferably within the insurance industry or financial services sector.
 </li>
 <li>
 Strong knowledge of financial analysis techniques, budgeting, forecasting, and financial modeling.
 </li>
 <li>
 Excellent analytical and problem-solving skills, with the ability to translate complex financial data into meaningful insights.
 </li>
 <li>
 Advanced proficiency in financial modeling and data analysis tools (e.g., Excel, financial planning software).
 </li>
 <li>
 Excellent communication and presentation skills,
 </li>
 <li>
 Proactive mindset with a continuous improvement mindset and a drive for results.
 </li>
 <li>
 Knowledge of insurance industry dynamics and regulatory requirements is desirable.
 </li>
 </ul>
</div>

Analyst- Financial Planning & Analysis

American Airlines

<div><div><div><h2 class="jobSectionHeader">Intro</h2></div><div>
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you&rsquo;ll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you&rsquo;ll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!</div></div><div><div><h2 class="jobSectionHeader">
Why you'll love this job</h2></div><div><ul><li>
The role sits within the Accounting Automation team and supports transformational initiatives to modernize the tools and applications that support Accounting and Finance operations.</li><li>
It oversees the maintenance and enhancement of the Accounting and Finance application portfolio, including coordination with vendors on product development and release schedules. The position also partners with stakeholders to deliver automated, innovative process improvements and provides mentorship to team members.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
What you'll do</h2></div><div><ul><li>
Supports the Hyperion planning application, monthly, for forecast and actual financials</li><li>
Validates the data from Hyperion Financial Management and from controllers</li><li>
Investigates and resolves issues with data, including divisional roll-ups and intercompany transactions</li><li>
Supports system maintenance; maintains user permissions</li><li>
Supports users with system issues, existing reports, forms, and models</li><li>
Assists with preparation of in-depth cause and effect analyses on a variety of complex financial issues and competitive industry analyses</li><li>
Coordinates and completes monthly headcount process with respect to Hyperion</li><li>
Updates Hyperion Planning with hierarchy changes; coordinate hierarchy changes with Controllers and GL administration</li><li>
Consults with work groups to determine reporting business requirements; proposes and presents efficient solutions</li><li>
Creates Essbase cubes, Planning Applications, Reports, as well as forecasting and planning models for Finance divisions</li></ul></div></div><div><div><h2 class="jobSectionHeader">
All you'll need for success</h2></div><div>
Minimum Qualifications- Education &amp; Prior Job Experience<ul><li>
Undergraduate degree in Business, Finance, Economics, Accounting, Information Systems or equivalent experience/training</li><li>
3 years&rsquo; work experience in a Finance role, including experience with financial statements, as well as financial modeling and analysis</li><li>
Strong IT background, including experience with Oracle and multi-dimensional and relational database structures</li><li>
Microsoft Power BI or other dashboard query experience</li><li>
Experience in low code/no code tools such as workflow automation (Alteryx) or agent build (Copilot)</li></ul>
Preferred Qualifications- Education &amp; Prior Job Experience<ul><li>
MBA</li><li>
Experience using Hyperion, Anaplan, as well as development and administration experience (including Hyperion Financial Reporting, Essbase, Planning, HFM)</li></ul>
Skills, Licenses &amp; Certifications<ul><li>
Ability to adapt and be flexible in the use of analytical approaches pertaining to financial issues</li><li>
Ability to problem-solve, model and analyze data</li><li>
Detail-oriented with focus on accuracy and ability to prioritize tasks</li><li>
Knowledge of Microsoft Office to include Word, Excel, Outlook, etc.</li><li>
Strong negotiation skills</li><li>
Excellent teamwork skills with proven ability to work effectively in a variety of situations</li></ul></div></div><div><div><h2 class="jobSectionHeader">
What you'll get</h2></div><div>
Feel free to take advantage of all that American Airlines has to offer:<ul><li>
Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.</li><li>
Health Benefits: On day one, you&rsquo;ll have access to your health, dental, prescription and vision benefits to help you stay well. And that&rsquo;s just the start, we also offer virtual doctor visits, flexible spending accounts and more.</li><li>
Wellness Programs: We want you to be the best version of yourself &ndash; that&rsquo;s why our wellness programs provide you with all the right tools, resources and support you need.</li><li>
401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.</li><li>
Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Feel free to be yourself at American</h2></div><div>
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. 
 
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life&rsquo;s journey? Feel free to be yourself at American.</div></div></div>

Analyst/Sr Analyst, Financial Planning Systems

EjadTech - إيجاد التقنية

<div>
 
 
 Job Purpose
 
 
 
 Lead and develop the organization&rsquo;s talent acquisition and workforce management function to ensure the attraction of high-caliber talent and maintain organizational workforce readiness. This role is responsible for developing effective talent acquisition strategies, workforce planning, analyzing organizational staffing needs, managing recruitment budgets, evaluating employee capabilities and performance, and strengthening professional partnerships to support the company&rsquo;s strategic objectives and growth plans.
 
 
 
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 
 1. Strategic Workforce Planning &amp; Talent Acquisition
 
 
 
 * Develop and implement talent acquisition strategies aligned with the company&rsquo;s strategic and operational objectives.
 
 
 * Lead workforce planning initiatives and analyze current and future staffing requirements in coordination with executive management and business units.
 
 
 * Analyze market trends and competitor practices to develop innovative recruitment solutions that enhance the company&rsquo;s competitive positioning.
 
 
 * Build proactive talent pipelines for critical and hard-to-fill positions.
 
 
 * Develop employer branding initiatives to strengthen the company&rsquo;s reputation as an employer of choice.
 
 
 
 
 
 
 2. Recruitment &amp; Talent Acquisition Operations
 
 
 
 * Oversee the full recruitment lifecycle from manpower request initiation through onboarding and joining.
 
 
 * Ensure the implementation of best practices and professional standards across sourcing, assessment, selection, and hiring processes.
 
 
 * Develop and enhance recruitment policies and procedures to improve operational efficiency and quality of hires.
 
 
 * Monitor the effectiveness of recruitment channels, agencies, and vendors while evaluating return on investment.
 
 
 * Lead candidate negotiation processes and manage job offers to ensure alignment between talent quality and budget considerations.
 
 
 
 
 
 
 3. Talent Evaluation, Performance Analysis &amp; Workforce Assessment
 
 
 
 * Lead employee capability and performance evaluation processes in coordination with various departments.
 
 
 * Analyze organizational structures and performance levels to identify workforce gaps and future staffing requirements.
 
 
 * Assess the effectiveness of existing employees and their alignment with business objectives and role expectations.
 
 
 * Evaluate vacancies and critical positions to identify needs related to replacement, succession planning, restructuring, or workforce optimization.
 
 
 * Provide strategic recommendations to executive management regarding talent retention, workforce development, and targeted replacement hiring when required.
 
 
 * Contribute to succession planning initiatives and identify high-potential talent to ensure business continuity and organizational sustainability.
 
 
 * Prepare analytical reports covering workforce readiness, performance indicators, talent retention risks, and future hiring needs.
 
 
 
 
 
 
 4. Budget Management &amp; Reporting
 
 
 
 * Develop and manage recruitment and talent acquisition budgets while ensuring cost optimization and efficient resource utilization.
 
 
 * Analyze recruitment and workforce KPIs and provide improvement recommendations to senior management.
 
 
 * Prepare executive and operational reports on recruitment progress, hiring efficiency, and achievement of workforce targets.
 
 
 
 
 
 
 5. Professional Partnerships &amp; Stakeholder Management
 
 
 
 * Build and manage strategic relationships with recruitment firms, educational institutions, consulting firms, and professional platforms.
 
 
 * Represent the company at recruitment events, career fairs, and talent acquisition initiatives.
 
 
 * Strengthen internal collaboration with executive leadership and department heads to ensure accurate understanding of operational and strategic workforce needs.
 
 
 
 
 
 
 6. Leadership &amp; Team Management
 
 
 
 * Lead, mentor, and develop the talent acquisition team to enhance operational and professional capabilities.
 
 
 * Promote a culture of performance excellence, accountability, quality, and efficiency.
 
 
 * Oversee task allocation, execution of departmental plans, and achievement of functional objectives.
 
 
 
 
 
 
 Qualifications &amp; Experience
 
 
 
 * Bachelor&rsquo;s degree in Human Resources, Business Administration, or a related field; Master&rsquo;s degree is preferred.
 
 
 * Minimum of 8 years of experience in talent acquisition and recruitment, including leadership experience.
 
 
 * Strong expertise in workforce planning, talent acquisition strategies, and talent management.
 
 
 * Experience in employee capability assessment, performance analysis, and workforce planning.
 
 
 * Experience managing recruitment budgets and workforce-related KPIs.
 
 
 * Previous experience within technology companies, consulting firms, telecommunications companies, or fast-paced environments is highly preferred.
 
 
 * Advanced knowledge of HR systems and Applicant Tracking Systems (ATS).
 
 
 
 
 
 
 Required Skills
 
 
 
 * Strategic thinking and advanced analytical capabilities.
 
 
 * Strong leadership and people management skills.
 
 
 * Decision-making and executive recommendation capabilities.
 
 
 * Excellent communication, negotiation, and presentation skills.
 
 
 * Strong stakeholder and partnership management abilities.
 
 
 * Advanced reporting, analytics, and data interpretation skills.
 
 
 * Deep understanding of labor market trends and talent acquisition best practices.
 
</div>

Talent Acquisition Manager

Recruiting Solution Incorporated

<div>
 
 
 Corporate FP&amp;A Manager
 
 
 
 
 San Francisco, CA, remote position
 
 
 
 
 Salary $120,000-$150,000 depending on experience + 15% bonus + equity
 
 
 
 
 
 
 
 Our client is a leading Publicly Traded Financial Services Company. They have a dynamic, supportive culture led by an exceptional leadership team that truly invests in employee growth and well-being. Our collaborative, team-first environment fosters genuine care for our people&mdash;backed by toptier professional development programs, clear paths for career advancement, and a highly competitive total compensation package. This position is remote.
 
 
 
 
 
 
 
 Are you a strategic thinker with a passion for turning complex financial data into actionable insights that drive business success? We're seeking an experienced Corporate FP&amp;A Manager with at least 1year of management experience to join our collaborate finace team.
 
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 Financial Forecasting &amp; Planning
 
 
 <ul>
 <li>
 
 Own multi-year financial forecasts incorporating premium growth, loss ratios, expense trends, investment income, and market conditions
 
 </li>
 <li>
 
 Develop projections across underwriting performance, operating expenses, capital management, and credit-risk transfer (CRT) transactions
 
 </li>
 <li>
 
 Enhance forecasting methodology through trend analysis, scenario modeling, and assumption governance
 
 </li>
 <li>
 
 Partner with actuarial teams to align forecasts with reserve and loss projections
 
 </li>
 </ul>
 
 
 Financial Modeling &amp; Scenario Analysis
 
 
 <ul>
 <li>
 
 Build complex models to support strategic and transaction decisions including:
 
 </li>
 <li>
 
 Reinsurance &amp; CRT structures (capital relief vs. economic cost)
 
 </li>
 <li>
 
 Debt refinancing and make-whole call timing
 
 </li>
 <li>
 
 Deferred acquisition cost (DAC) amortization aligned to premium earning patterns
 
 </li>
 <li>
 
 Perform stress testing and sensitivity analysis for economic downturns, catastrophe exposure, and rate changes
 
 </li>
 <li>
 
 Strategic &amp; Transaction Advisory
 
 </li>
 <li>
 
 Provide financial leadership on capital allocation decisions (share repurchases, dividends, growth investments)
 
 </li>
 <li>
 
 Support negotiation and optimization of CRT and reinsurance programs
 
 </li>
 <li>
 
 Evaluate investment strategies and asset-liability impacts on statutory and economic capital
 
 </li>
 <li>
 
 Assess regulatory capital implications (RBC, rating agency models)
 
 </li>
 </ul>
 
 
 KPI &amp; Performance Analytics
 
 
 <ul>
 <li>
 
 Develop and monitor insurance-specific KPIs including:
 
 </li>
 <li>
 
 Combined ratio, loss ratio, expense ratio
 
 </li>
 <li>
 
 Premium growth and retention
 
 </li>
 <li>
 
 Return on equity (ROE) and capital efficiency
 
 </li>
 <li>
 
 Conduct profitability and cost-per-policy analysis by product and channel
 
 </li>
 <li>
 
 Variance Analysis &amp; Controls
 
 </li>
 <li>
 
 Lead monthly and quarterly variance analysis vs. plan and forecast
 
 </li>
 <li>
 
 Identify drivers across underwriting results, claims development, expenses, and investments
 
 </li>
 <li>
 
 Strengthen forecasting accuracy and financial controls in partnership with accounting and actuarial teams
 
 </li>
 </ul>
 
 
 Executive &amp; Board Reporting
 
 
 <ul>
 <li>
 
 Prepare Board and executive presentations covering:
 
 </li>
 <li>
 
 Financial performance and outlook
 
 </li>
 <li>
 
 Capital adequacy and deployment
 
 </li>
 <li>
 
 Reinsurance/CRT strategy
 
 </li>
 <li>
 
 Market and economic risk scenarios
 
 </li>
 <li>
 
 Provide forward-looking sensitivities during periods of volatility
 
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 
 Bachelor&rsquo;s degree in finance, Accounting, Economics, or related field (MBA preferred)
 
 </li>
 <li>
 
 7+ years of progressive FP&amp;A or corporate finance experience within insurance or financial services preferred
 
 </li>
 <li>
 
 Advanced financial modeling and forecasting expertise
 
 </li>
 <li>
 
 Strong executive communication and presentation skills
 
 </li>
 <li>
 
 Advanced Excel and financial systems (Adaptive, Anaplan, Hyperion, Power BI, etc.)
 
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Equal Opportunity Employer
 
 
 
 Recruiting Solution Incorporated is proud to be an Equal Opportunity Employer. We are committed to building diverse and inclusive workplaces and welcome candidates of all backgrounds, regardless of gender identity or expression, sexual orientation, national origin, religion, marital status, veteran status, age, disability, or race.
 
 
 
</div>

Financial Planning and Analysis Manager

ibex. Pakistan

<div>
 
 
 About the Role:
 
 
 
 We are looking for a Data Analyst to support and scale our sales and revenue operations. This role sits at the intersection of Sales, Data, and Systems, ensuring that our revenue engine runs efficiently, accurately, and at scale.
 
 
 You will play a key role in improving CRM data quality, pipeline visibility, reporting, and operational processes that enable better decision-making for leadership and sales teams.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 Sales &amp; CRM Operations
 
 
 <ul>
 <li>
 Manage and maintain CRM data (accounts, opportunities, ownership, and pipeline)
 </li>
 <li>
 Ensure data accuracy, completeness, and governance across systems
 </li>
 <li>
 Support territory alignment and account ownership structures
 </li>
 <li>
 Monitor and improve pipeline quality and forecast reliability
 </li>
 </ul>
 
 
 Reporting &amp; Analytics
 
 
 <ul>
 <li>
 Build and maintain dashboards and reports for sales performance tracking
 </li>
 <li>
 Analyze pipeline, bookings, and activity data to generate actionable insights
 </li>
 <li>
 Identify gaps in data and reporting and recommend improvements
 </li>
 <li>
 Support leadership with data-driven decision-making
 </li>
 </ul>
 
 
 Data &amp; System Thinking
 
 
 <ul>
 <li>
 Work closely with cross-functional teams (Sales, Finance, Marketing)
 </li>
 <li>
 Support integration and alignment between tools and systems
 </li>
 <li>
 Ensure consistent definitions and usage of key GTM metrics
 </li>
 <li>
 Troubleshoot data and process issues proactively
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 2&ndash;5 years of experience in Sales Operations, Revenue Operations, Data Analytics, or Business Operations
 </li>
 <li>
 Hands-on experience with CRM tools (preferably Salesforce)
 </li>
 <li>
 Strong Excel (pivots, formulas, data handling)
 </li>
 <li>
 Proficient in Database (preferably SQL)
 </li>
 <li>
 Handling Large Dataset in Database
 </li>
 <li>
 Query Optimization
 </li>
 <li>
 Experienced in BI Reporting tools like Power BI, Tableau
 </li>
 <li>
 Good understanding of pipeline, forecasting, and sales processes
 </li>
 <li>
 Strong analytical and problem-solving skills
 </li>
 <li>
 Ability to work with cross-functional stakeholders
 </li>
 </ul>
 
 
 
 
 
 Nice to Have (Not Mandatory)
 
 
 <ul>
 <li>
 Experience with planning tools (e.g., Anaplan)
 </li>
 <li>
 Exposure to automation tools (Zapier, Make, etc.)
 </li>
 <li>
 Experience in SaaS / B2B environments
 </li>
 <li>
 Basic understanding of data pipelines or integrations
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For
 
 
 <ul>
 <li>
 Someone who thinks in systems, not just tasks
 </li>
 <li>
 Strong attention to data quality and detail
 </li>
 <li>
 Ability to translate data into business insights
 </li>
 <li>
 Ownership mindset, identifies problems and solves them
 </li>
 <li>
 Comfortable working in a fast-paced, evolving environment
 </li>
 </ul>
 
 
</div>

Data Analyst

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