Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Senior Sales Finance Analyst at Snowflake focusing on financial planning and sales strategy. Collaborating with cross-functional teams to influence decision-making in a fast-paced environment.
Responsibilities
- Manage quarterly/monthly topline forecasts by evaluating sales pipeline and key opportunities.
- Support month-end and quarter-end FP&A close processes.
- Provide weekly insights to finance and sales leadership on quarter performance vs. top line forecasts and targets
- Conduct ad-hoc analysis to inform and influence key decision-makers in Finance, Sales, and Field Operations.
- Coordinate effectively with cross-functional partners, including Corporate and other FP&A teams, Data Science, Sales Strategy, Field Operations, and Sales Leaders.
- Develop and maintain a long range sales capacity model
- Leverage AI tools to enhance efficiency across sales finance processes.
Requirements
- Demonstrated strong expertise in financial analysis and modeling.
- Strong business acumen and analytical thinking with the ability to work with data, translate financial data into actionable insights for senior management
- Minimum of 3 years of experience in investment banking, consulting, corporate finance and/or sales operations
- Work effectively across cross functional teams on a day to day basis
- Effective communication and presentation skills to be able to influence multiple stakeholders
- Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline
Benefits
- Health insurance
- Professional development opportunities
- Flexible work arrangements
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