Senior Sales Operations Analyst

Morningstar, Inc.; London; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

Morningstar is seeking a Senior Sales Operations Analyst to join their team in London. The role involves critical financial data review and reporting, as well as developing Tableau dashboards for data visualization. The ideal candidate will have extensive experience in BI and finance, facilitate decision-making through data insights, and collaborate across departments to enhance business processes. This position offers a hybrid work environment with additional benefits to support flexibility in the workplace.

Benefits

Hybrid work environment

Flexible benefits

Qualifications

• Experience in business intelligence or financial analysis.
• Proven experience with Tableau and other BI tools.
• Strong Excel skills including pivot tables and VLOOKUP.

Responsibilities

• Collect, review, and interpret data for decision-making.
• Develop and optimize Tableau dashboards for visualization.
• Collaborate with teams to provide tailored data solutions.

Skills

Financial Analysis

Data Visualization

Financial Modeling

Data Management

Documentation

Collaboration

Communication

Process Improvement

Education

Bachelor's degree in Finance, Economics, Business Administration, Data Science

Master's degree or relevant certifications (CFA, CPA, Tableau, Salesforce)

Tools

Tableau

Salesforce

SQL

Power BI

Job description

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Senior Sales Operations Analyst

About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with over $300 billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

The Role:

We are seeking a highly skilled Business Intelligence (BI) Analyst with a strong background in finance to join our dynamic team. The ideal candidate will possess deep expertise in financial analysis, reporting, data visualization, and documentation, with proficiency in using Tableau. This role is critical in guiding decisions through data-driven insights across the organization by providing actionable insights, comprehensive financial reporting, and well-documented data sources and definitions.

What You'll Do

1. Financial Data Review: Collect, review, and interpret data to support strategic decision-making. Perform in-depth financial modelling, forecasting, and variance analysis. Identify trends, risks, and opportunities within our datasets.
2. Reporting & Visualization: Develop, maintain, and optimize Tableau dashboards to visualize complex financial data. Create and distribute regular financial reports and ad-hoc analyses to stakeholders. Translate business requirements into technical specifications for Tableau reporting.
3. Data Management & Documentation: Ensure data accuracy and integrity by working closely with data engineering teams. Manage and maintain financial data within BI systems. Document data sources, definitions, and methodologies for key financial metrics and data points. Develop and maintain a data dictionary to ensure consistency and clarity across the organization. Design and implement data quality checks and validation procedures.
4. Collaboration & Communication: Collaborate with sales, product, finance, and other departments to understand data needs and provide tailored solutions. Present insights and recommendations to senior management clearly and concisely. Support teams during budgeting and forecasting processes by providing data-driven insights.
5. Process Improvement: Identify opportunities to enhance BI processes and tools. Help develop and automate processes for reporting, analysis, and documentation to improve efficiency and accuracy. Stay updated on industry trends and best practices in BI, finance, and data visualization.

Who You Are

• Education: Bachelor's degree in Finance, Economics, Business Administration, Data Science, or a related field. A Master's degree or relevant certifications (CFA, CPA, Tableau, Salesforce) is a plus.
• Experience: Experience in business intelligence, financial analysis, or a related field. Proven experience with Tableau and other BI tools (Power BI, SQL). Strong understanding of financial concepts. Knowledge of investment information and databases is a big plus. Experience in documenting data sources and defining data points.
• Technical Skills: Strong understanding of Salesforce and reporting in Salesforce. Proficiency in Tableau for data visualization and reporting. Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling. Familiarity with SQL and data querying techniques. Experience in documenting and maintaining data dictionaries or similar documentation.
• Soft Skills: Excellent communication and presentation skills. Ability to work collaboratively in a cross-functional team environment. Self-motivated with a proactive approach to learning and improvement.

Ready to Shape the Future?

At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Morningstar's hybrid work environment offers remote work options with in-person collaboration at least three days a week. Additional benefits are available to support flexibility and engagement with our global team.

Job ID: REQ-047275