Hybrid Senior Commercial Planning Analyst, Data / AI

Posted 3 hours ago

Apply now

About the role

  • Analyst producing executive materials and dashboards for a major Brazilian bank. Enhancing commercial strategies and collaborating with various stakeholders in a hybrid work setting.

Responsibilities

  • Produce executive materials for commercial management (Pipeline, Account/Business Plans), ensuring clarity, accuracy and consistency of information;
  • Structure and model databases for metrics such as revenue, profitability, pipeline and portfolio, ensuring reliability and standardization;
  • Apply AI to evolve existing dashboard models and improve efficiency in data use;
  • Participate in the budgeting process for target creation, cascading and contracting;
  • Monitor targets and performance, providing critical insight and accuracy in interpreting results;
  • Act in a consultative manner with stakeholders (Banking, Products, Risk, Treasury and Finance), translating needs into analyses and structured deliverables

Requirements

  • Strong experience in data structuring and dashboard creation using Power BI (modeling / Power Query), Power Apps and Python to organize databases, create workflows and enable executive analyses;
  • Technical knowledge: Microsoft Office (advanced), especially Excel and PowerPoint. Power BI, SAS, Machine Learning, data structuring and CRM (e.g., Dynamics or Salesforce);
  • Degree in Engineering, Economics, Statistics, Business Administration, IT, Data Science/Engineering or related fields;
  • Experience in Commercial/Strategic Planning, FP&A or Analytics;
  • Highly proactive profile, sense of ownership, analytical capability applied to data, organized and detail-oriented, with good communication and teamwork skills;
  • Availability to work in a hybrid model in the Morumbi area (near Morumbi CPTM station).

Benefits

  • Diversity and inclusion
  • Best financial institution to work for in Brazil according to Great Place to Work (GPTW) 2025
  • Diversity Seal in the Women category

Job title

Senior Commercial Planning Analyst, Data / AI

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job