Sales Reporting and Forecasting

5 days ago

Pune, India TransUnion Full time

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What We'll Bring:

Looking for Sr. Analyst with 6 to 8 years of Experience in Sales CRM and Sales Forecast.

What You'll Bring:

  • Leverage CRM and financial data to develop and execute sales forecasting and strategy performance reporting
  • Prepare weekly bookings forecast files in support of forecast review meetings
  • Investigate, report on, and influence the correction of data inaccuracies in CRM opportunities.
  • Maintain forecast input sheets for sales leaders leveraging Salesforce Object Query Language (SOQL)
  • Analyze and interpret sales data to advise sales leadership on trends across industries, solutions, and teams
  • Effectively and accurately communicate sales data analysis and strategic implications within the context of a broader business setting
  • Report KPI performance in executive presentations and town hall updates
  • Build PowerBI dashboards that automate sales data reporting and insights for Diversified Markets leaders and sellers
  • Complete ad-hoc analysis of sales data and prepare reports for internal and external distribution
  • Help to cultivate an environment that promotes excellence, innovation, and a collegial spirit
  • Perform multiple tasks simultaneously and deal with changing requirements and deadlines

Impact You'll Make:

  • Leverage CRM and financial data to develop and execute sales forecasting and strategy performance reporting
  • Prepare weekly bookings forecast files in support of forecast review meetings
  • Investigate, report on, and influence the correction of data inaccuracies in CRM opportunities.
  • Maintain forecast input sheets for sales leaders leveraging Salesforce Object Query Language (SOQL)
  • Analyze and interpret sales data to advise sales leadership on trends across industries, solutions, and teams
  • Effectively and accurately communicate sales data analysis and strategic implications within the context of a broader business setting
  • Report KPI performance in executive presentations and town hall updates
  • Build PowerBI dashboards that automate sales data reporting and insights for Diversified Markets leaders and sellers
  • Complete ad-hoc analysis of sales data and prepare reports for internal and external distribution
  • Help to cultivate an environment that promotes excellence, innovation, and a collegial spirit
  • Perform multiple tasks simultaneously and deal with changing requirements and deadlines

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

TransUnion Job Title

Sr Analyst, Financial Planning & Analysis

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