Senior Commercial Planning Analyst

Jobtailor; São Paulo; Presencial; BRL 180 000 - 240 000; Tempo integral

Resumo da oferta

Jobtailor in São Paulo seeks a senior professional to oversee Offshore Investments governance and develop the Avenue partnership, driving growth and engagement across commercial teams.

You will analyze performance, coordinate multi-department initiatives, and provide insights to support strategic decisions and better customer experiences in a dynamic financial environment.

Qualificações

• Bachelor’s degree in Economics, Engineering, Business Administration, International Trade, Finance, or related fields.
• Solid experience in commercial planning, strategy, business management, product development, investments, or project management.
• Experience coordinating with multiple departments and external partners.
• Knowledge of financial and investment markets with offshore products regulatory knowledge.
• Ability to analyze data to generate insights for decision-making.
• Experience preparing executive presentations and participating in leadership forums.
• Strong communication, influencing, and negotiation skills.

Responsabilidades

• Oversee governance of Offshore Investments agenda and partnership with Avenue.
• Lead commercial planning initiatives for growth and engagement among commercial teams.
• Develop analyses, monitor performance indicators, and generate insights for strategic direction.
• Coordinate projects with internal teams and strategic partners to ensure optimal customer experience.
• Identify opportunities to improve the customer journey between Itaú and Avenue for better satisfaction and efficiency.
• Structure and monitor commercial actions, events, and incentive campaigns.

Conhecimentos

Commercial Planning

Data Analysis

Executive Presentations

Stakeholder Engagement

Negotiation

Project Coordination

Formação académica

Bachelor’s degree (Economics/Engineering/Business/Finance)

Ferramentas

Advanced Excel

Advanced PowerPoint

Descrição da oferta de emprego

• Oversee the governance of the Offshore Investments agenda, managing and further developing the partnership with Avenue.
• Lead commercial planning initiatives focused on business growth and increased engagement among commercial teams.
• Develop analyses, monitor performance indicators, and generate insights to support decision-making and the area’s strategic direction.
• Coordinate projects and initiatives with internal teams and strategic partners, ensuring an optimal customer experience.
• Identify opportunities to improve the customer journey between Itaú and Avenue, promoting greater satisfaction and service efficiency.
• Structure and monitor commercial actions, events, and incentive campaigns related to Offshore Investments.
• Participate in executive forums and leadership presentations, advocating for proposals and influencing strategic decisions.
• Deepen knowledge of Offshore Investments, regulations, and financial markets, contributing to the continuous advancement of the agenda.

Requirements

• Bachelor’s degree, preferably in Economics, Engineering, Business Administration, International Trade, Finance, or related fields.
• Solid experience in commercial planning, strategy, business management, product development, investments, or project management.
• Experience working in environments involving extensive interaction among different departments and stakeholders, including internal and external strategic partners.
• Knowledge of financial and investment markets, with an interest in deepening expertise in Offshore products and their regulatory specificities.
• Ability to analyze and interpret data to generate insights and recommendations and support decision-making.
• Experience preparing executive presentations and participating in leadership forums and strategic committees.
• Strong communication, influencing, and negotiation skills, with the ability to operate in highly visible environments and interact with stakeholders at different hierarchical levels.
• Advanced Excel for analysis, performance monitoring, and preparation of management materials.
• Advanced PowerPoint for preparing executive presentations.
• Knowledge of data analysis and performance indicators.
• Ability to lead and coordinate multidisciplinary projects.
• Strong organizational skills and the ability to manage multiple initiatives simultaneously.
• Strategic mindset and results-oriented approach.
• Proactive, autonomous, and inquisitive profile, with the ability to identify business opportunities and challenges.
• Financial market certifications such as CPA-20, CEA, CFP®, or similar qualifications will be considered an advantage.

Core Competencies

Demonstrates expertise in Commercial Planning, Offshore Investments, and Financial Markets, with strong analytical skills to generate insights and support strategic decision-making. Proven ability to lead multidisciplinary projects and effectively communicate with stakeholders at all levels.

Highest-signal resume keywords

• Commercial Planning
• Offshore Investments
• Data Analysis
• Executive Presentations
• Financial Market Certifications

Hard Skills

• Data Analysis
• Performance Monitoring
• Project Management
• Business Management
• Product Development
• Investment Strategy
• Analytical Skills
• Regulatory Knowledge
• Customer Journey Improvement
• Strategic Planning

Soft Skills

• Strong Communication
• Influencing Skills
• Negotiation Skills
• Organizational Skills
• Proactive Mindset

Certifications & Qualifications

• CPA-20
• CEA
• CFP®

Industry Keywords

• Financial Markets
• Offshore Products
• Stakeholder Engagement
• Customer Experience
• Performance Indicators

Tools & Technologies

• Advanced Excel
• Advanced PowerPoint