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Financial Planning Analyst

1 month ago


Montvale, United States Amtex Systems Inc. Full time

Prior/current Sales and Marketing FP&A experience:

Conducting on-demand data analysis (ad-hoc analysis)

Distributing regularly scheduled reports

Maintaining and updating existing reports and data sources

Gathering, analyzing, and sharing information about the industry, competitors, and other relevant marketing factors

Location: Montvale, NJ

Work Schedule: Mon Wednesday (onsite -Montvale) Thursday & Friday remote/WFH.

The Business Insights Analyst will provide support to the Sales & Marketing teams performing ad-hoc analysis, distribution of standard reporting, maintenance and update of existing reports and data sources, and collection, analysis, and communication of a wide spectrum of industry, competitive and other marketing information. The Business Insights Analyst will also be leveraged to assist with both ad-hoc and monthly analytics.

This is a unique opportunity to gain broad experience, have responsibility for a variety of projects and engage with key decision-makers. The Business Insights Analyst will be responsible for developing analyses, scorecards, and key performance indicators. This role will assist the organization with gleaning data-driven insights that lead to meaningful action.

Reporting Structure:

The Business Insights Analyst will report to the Business Insights Analyst Advanced as a part of the Financial Planning and Analysis team. There are no direct reports reporting into this role.

Key Responsibilities (Outline Core Responsibilities of Position)

  • Support strategic projects to identify and implement initiatives for growing sales and profitability, including, but not limited to: contractor engagement and product analysis, sales and marketing programs, external partnerships
  • Conduct in-depth evaluations of marketing loyalty programs to derive insights and propose recommendations based on findings along with preparing monthly presentations and reports
  • Proactively analyze customer data to identify potential prospects, opportunities for engagement and product portfolio placements
  • Analyze and report on effectiveness of product results and marketing programs. Collaborate with marketing to develop standard reports, key performance indicators and develop overall approaches on how to measure and report the business.
  • Continual deep dive analysis into business performance, identify data insights that lead to delivering business outcomes
  • Synthesize data, market information and competitive intelligence to provide actionable insights and business trend information, including financial results of key competitors on quarterly basis

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