Planning and Operations Specialist

PHL006 Refinitiv Asia Pte. Ltd. Philippine Branch; Taguig; On-site; PHP 900,000 - 1,300,000; Full time

Benefits offered by this job

Healthcare

Retirement planning

Paid volunteering days

Wellbeing initiatives

Job summary

London Stock Exchange Group (LSEG) is seeking a Planning and Operations Specialist in Manila to support Usage Governance programs, perform performance analysis, and assist in validating new revenue-generating initiatives. You will interact with Global Usage Program Managers, Sales teams, and management to drive program success.

The role emphasizes dashboard development, data integrity, and cross-functional coordination across regions and markets.

Qualifications

• Experience in creating dashboards using PowerBI.
• Tableau experience is a plus.
• Proven experience managing multiple deliverables with shifting priorities.
• Experience with deadline-driven project management.
• Advanced SQL capabilities, ability to pull/process data directly from Snowflake database.
• Expert level Excel, with ability to create macros.
• Excellent communications and presentation skills.
• Refinitiv/LSEG data and systems knowledge.
• Financial industry knowledge.

Responsibilities

• Process Usage program tasks through related tools, ensuring deadlines are met.
• Action back-office processes through Salesforce and reporting, including maintenance of opportunities.
• Manage invoices and create reports identifying revenue achievements and revenue lost.
• Identify areas of concern through analysis by Region, Product or Market.
• Ensure data accuracy and timely updates; correct inconsistencies.
• Maintain program policy, processes, and guidelines; update as needed.
• Maintain relationships with team members and global stakeholders.
• Act as single point of contact for inquiries related to a program.

Skills

PowerBI

Tableau

Salesforce Reporting

SQL

Snowflake

Excel macros

Excel

MS Office

Data visualization

Dashboard creation

Tools

PowerBI

Tableau

Salesforce

Snowflake

Job description

The Planning and Operations Specialist is a key member of the Usage Governance team. This role involves direct interaction with Global Usage Program Managers, Sales teams, and related Management teams. This position is diverse in nature, providing support for a variety of established programs, including program performance analysis. Additionally, the Specialist will assist in the creation and validation testing of new revenue-generating programs.

Key Responsibilities

• Process Usage program tasks through related tools, ensuring strict deadlines are met.
• Action all back-office process through Salesforce and other reporting, covering maintenance of opportunities: opening, approval, closure.
• Manage all invoices and create reports identifying revenue achievements and revenue lost.
• Identify areas of concern through analysis by Region, Product or Market.
• Focus on and ensure accuracy and timeliness of data; identifying and correcting inconsistencies in a timely manner.
• Ensure that the program’s policy, processes, and guidelines are created, updated, implemented and maintained.
• Maintain a good working relationship with Team Members and global stakeholders.

Salesforce Tool

• Monitoring of Salesforce opportunities and activity.
• Managing Salesforce opportunities based on current client data.
• Responding in a timely manner to queries from members and stakeholders globally.
• Support the onboarding of new members onto Salesforce.
• Provide support to members when testing new programs or revenue opportunities.
• Act as the single point of contact for team members and sales for any inquiries related to a program.
• Build and maintain strong relationships with team members and sales.

Required Skills

• Experience in creating dashboards using PowerBI.
• Additional experience with Tableau a plus Salesforce Reporting Proven experience managing multiple deliverables with shifting priorities Experience with deadline driven project management Experience managing large sets of data and related problem-solving Advanced SQL capabilities, ability to pull/process data directly from Snowflake database.
• Expert level Excel, with ability to create macros.
• Ability to create analysis and identify trends.
• Process management, including process mapping Excellent communications and presentation skills – written and spoken.
• Sound knowledge of MS Office applications e.g. Word, PowerPoint Shift Flexibility (Our key clients are based out in Americas) Ability to operate with minimal guidance.
• Refinitiv/LSEG data and systems knowledge.
• Financial industry knowledge.

Career Stage

Senior Associate

London Stock Exchange Group (LSEG) Information: Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

Equal Opportunities Employer

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including

• healthcare
• retirement planning
• paid volunteering days
• wellbeing initiatives

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject. If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential. Our Data & Analytics, Capital Markets and Post Trade divisions have a combined power that provides a comprehensive, integrated suite of trusted financial market infrastructure services to help our customers pursue their ambitions. Explore our divisions LSEG is headquartered in the United Kingdom, with significant operations in 70 countries across Europe, the Middle East, Africa, North America, Latin America and Asia Pacific.