Management Information Analyst – Senior

Jobtailor; São Paulo; Presencial; BRL 120 000 - 180 000; Tempo integral

Resumo da oferta

Jobtailor is seeking a Budget Cycle and Targets Management professional in São Paulo. You will participate in the annual budget process, monitor actual vs. budget variances, and help define commercial targets aligned with the bank's strategy.

You will also investigate data integrity issues and build Looker dashboards for executives. The role requires strong knowledge of banking products, budgeting and forecasting skills, and proficiency in spreadsheets, databases, MS Office, and financial

Qualificações

• Strong knowledge of banking products and accounting concepts for financial institutions.
• Solid Budgeting and Forecast routines; Actual vs Budget analysis and profitability considerations.
• Analytical mindset, systems thinking, and excellent communication with executives.
• Proficiency with spreadsheets, databases, MS Office and financial application software.
• Desirable: SQL, GCP and BI tools.

Responsabilidades

• Participate in the preparation, consolidation and review of the Annual Budget and forecasts for commercial portfolios.
• Monitor Actual vs Budget variances and analyze root causes of revenue deviations.
• Support monthly calculation of commercial targets aligned with strategic objectives.
• Project results by simulating different business scenarios.
• Act as focal point for commercial executives regarding portfolio financial results.
• Investigate inconsistencies or revenue deviations ensuring data quality in databases.
• Develop, automate and maintain Looker dashboards to facilitate data consumption by commercial managers.

Conhecimentos

Analytical ability

Systems thinking

Excellent communication

Critical mindset

Formação académica

Bachelor's degree in Finance or Accounting

Ferramentas

Looker

MS Office

Databases

Spreadsheets

Financial software

SQL (desirable)

GCP / BI tools (desirable)

Descrição da oferta de emprego

Budget Cycle and Targets Management

• o Participate in the preparation, consolidation and review of the Annual Budget and periodic revisions (Forecast) for the commercial portfolios;
• o Monitor and critically analyze "Actual vs Budget" variances, identifying root causes of portfolio and product revenue deviations;
• o Support the definition, roll-out and monthly calculation of commercial targets, ensuring alignment with the bank’s strategic objectives;
• o Project results by simulating different business scenarios.

Strategic Support to the Commercial Area

• o Act as the focal point for commercial executives, clarifying questions about the composition of portfolio financial results.

Data Governance and Investigation

• o Investigate any inconsistencies or revenue deviations, ensuring data quality in the databases.

Data Visualization & Executive Reporting

• o Develop, automate and maintain dashboards in Looker to facilitate data consumption by commercial managers.

Requirements

• Business & Finance: Strong knowledge of banking products (credit, funding, services) and accounting concepts for financial institutions;
• Budgeting and Analysis: Solid expertise in Budget and Forecast routines, Actual vs Budget analysis, Financial Mathematics and Profitability Management;
• Behavioral Skills: Analytical ability, systems thinking, critical mindset and excellent communication for direct interaction with executives and commercial areas;
• Proficient with spreadsheets, databases, MS Office and financial application software;
• Desirable: knowledge of SQL, GCP (Google Cloud Platform) and BI tools.

Core Competencies

Demonstrates strong expertise in Budgeting and Forecast routines, with a focus on Actual vs Budget analysis and Financial Mathematics. Proficient in data governance and visualization, ensuring data quality and effective reporting for commercial executives.

Highest-signal resume keywords

• Budgeting And Forecasting
• Actual Vs Budget Analysis
• Financial Mathematics
• Data Visualization
• SQL Knowledge

ATS Optimization Keywords

Hard Skills

• Budgeting
• Forecasting
• Financial Analysis
• Profitability Management
• Data Quality Investigation

Soft Skills

• Analytical Ability
• Critical Mindset
• Excellent Communication

Industry Keywords

• Banking Products
• Financial Institutions
• Commercial Portfolios
• Revenue Deviations
• Data Governance

Tools & Technologies

• Looker
• MS Office
• Financial Application Software
• Databases
• Spreadsheets