Description
The Planning and Operations Specialist is a key member of the Usage Governance team, providing support for established programs and assisting in the creation of new revenue-generating programs.
Key Responsibilities:
- Process usage program tasks through related tools, ensuring strict deadlines are met.
- Focus on accuracy and timeliness of data, identifying and correcting inconsistencies.
- Ensure program policies, processes, and guidelines are created, updated, and maintained.
- Maintain good working relationships with team members and global stakeholders.
- Manage Salesforce opportunities and activity.
- Respond to queries from members and stakeholders globally.
- Support onboarding of new members onto Salesforce.
Required Skills:
- Experience in creating dashboards using PowerBI.
- Salesforce Reporting.
- Proven experience managing multiple deliverables with shifting priorities.
- Deadline-driven project management.
- Managing large sets of data and related problem-solving.
- Advanced SQL capabilities.
- Expert-level Excel.
- Ability to create analysis and identify trends.
- Process management.
- Excellent communications and presentation skills.
- Sound knowledge of MS Office applications.
- Shift flexibility.
- Ability to operate with minimal guidance.
- Refinitiv/LSEG data and systems knowledge.
- Financial industry knowledge.