Strategic Account Analyst
3 months ago
Reports to | Strategic Accounts Manager
Classification | Non-Exempt
Schedule | Monday Friday, 8:00 AM 5:00 PM / 40 hours a week
Summary/Objective
The Strategic Accounts Analyst position is responsible for working on several projects simultaneously in order to present thorough analyses and strategic recommendations to the Strategic Accounts Manager and/or senior leadership, with the ultimate goal of building a mutually beneficial relationship between WES and its key account holders. Your focus will be on the financial reporting, analysis, and forecasting for Wholesale Electric. Youll be utilizing a broad range of analyses, reporting, operational and communication skills; combined with business acumen.
Essential Functions:
- Works closely with the Strategic Accounts team to assist with quotations and maintaining existing account relationships.
- Analyze business data to identify trends across the industry and account holder needs.
- Gather, analyze, and dissect market trends and data.
- Create and analyze customer reports and inquiries.
- Summarize and explain complex industry trends and concepts to help educate current and potential account holders.
- Helps gather, maintain, and utilize market data and resources to better serve current and potential account holders.
- Works with the Strategic Accounts Manager to help negotiate terms for new account holders.
- Provides analytical support on contract issues.
- Knowledge of computer system applications: Microsoft Office, including Outlook, Excel, and Word, and familiarity with an ERP platform (e.g. Oracle, DAX, AS400 etc.); High level of Excel knowledge preferred.
- Strong financial modelling skills.
- Strong written, oral communication and interpersonal skills with a positive disposition.
- Reliable with strong organizational skills and solution-oriented philosophy.
- Ability to work independently as well as in a team environment.
- Strong attention to detail with a passion for accuracy.
- Willingness to accommodate temporary working hour changes as required by workflow.
- Ability to prioritize tasks and demonstrate a willingness to accept new challenges.
- Preferred Bachelors degree in Industrial Distribution or Business Analytics.
- Minimum two years of experience in financial planning and business partnering role
- Experience with budgeting, cash flow modeling, forecasting and strategic planning.
- Experience with the development of variance and trend financial analysis.
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