Senior Analyst, Performance Job Description
Senior analyst, performance
provides media expertise to develop the client’s use of media and promote the innovative use of digital and conventional platforms.
Senior Analyst, Performance Duties & Responsibilities
To write an effective senior analyst, performance job description, begin by listing detailed duties, responsibilities and expectations. We have included senior analyst, performance job description templates that you can modify and use.
Sample responsibilities for this position include:
Review and report on Corporate Support segment, responsible for all Finance functions related to the Corporate Support segment including Actuals reporting, Forecast and Plan, 5-Year Outlook and Enterprise Wide Stress Testing
Assist in maintaining a flawless control environment to reduce operational risks and eliminate any error in management reports in Corporate Support segment
Increase transparency of management reporting of Corporate Support segment
Responsible for managing and reconciling Float transit/management allocations of earnings on Capital, Capital tax and any other identified allocations
Assist in drafting Enterprise Monthly and Quarterly Operating results reviews, Forecast reports and presentation decks
Drive operational efficiencies through EPM reporting and analytical capabilities
Operate with an innovative and creative in a manner that emphasizes continual process improvements in every reporting process
Other ad hoc requests as required by senior management
Participate in reviewing transactions and in the investigation and interpretation of bank policies primarily in the area of Transfer Pricing
Assess alternatives for acquiring data
Senior Analyst, Performance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Analyst, Performance
List any licenses or certifications required by the position: CSCP, AWS, CPA, PMP, CFA, ITIL, CMA, CIPM, CPIM, CPM
Education for Senior Analyst, Performance
Typically a job would require a certain level of education.
Employers hiring for the senior analyst, performance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Economics, Education, Computer Science, Statistics, Engineering, Business/Administration, Mathematics
Skills for Senior Analyst, Performance
Desired skills for senior analyst, performance include:
Alteryx
Continuous improvement concepts and principles
Database design concepts to support data quality
Media research and application to media planning/buying
Software architectures and platforms to enable performance review
Tableau
Validity of test data and recommend best practices of DB design
Affiliate
Digital media
Especially any media the can be bought programmatically
Desired experience for senior analyst, performance includes:
Validate service level performance against contractual commitments and proactively communicate to GBS Lead supplier leadership regarding any
Participate in the annual Operating Plan and 5 year strategic planning process to integrate P&L, balance sheet, capital projections and strategic levers used by Senior Management, Group Executives members and the Board of Directors
Support the enterprise quarterly forecast process and related business reviews focusing on alignment with strategy, transparent reporting on major initiatives and increased use of business drivers and key performance metrics
Assist with scenario analysis of capital implications of various projects, business, accounting and regulatory activities, capital planning, asset limit setting and monitoring, and development of financial statements and capital position for the Financial Crisis Management Plan
Take responsibility for ad hoc requests from cross-platform areas
Relevant finance experience (or closely related function) experience
Senior Analyst, Performance Examples
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Senior Analyst, Performance Job Description
Job Description Example
Our innovative and growing company is looking for a senior analyst, performance. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior analyst, performance
- Proactively recommend, and implement enhancements to EPM to improve productivity and analysis for forecasting and planning processes
- Provide on-going monthly estimates of expected results in an accurate and timely fashion
- Support deliverables to Head Office Performance Management, Investor Relations and Statutory & Regulatory Reporting groups
- Support Enterprise Wide Stress Testing, 5 Year Outlook Forecasting and Planning
- Collaborate with colleagues to develop and distribute standard templates that provide consistent methodologies for key lines of business
- Assist in CFLA maintenance, monthly reporting and front office support
- Maintain the EUC reporting and process documentation deliverables
- Provide secondary support related to hierarchy and transit maintenance
- Support ad hoc projects as directed
- EPM Reporting system maintenance and support 30%
Qualifications for senior analyst, performance
- Support for Actuals, Forecast & Plan deliverables 25%
- Head office reporting requirements 20%
- Special projects and automation & improvements 15%
- Support to other areas of CM Platform PM team 10%
- Calculate, analyze and report the performance of complex investment products or strategies to internal portfolio teams or external clients
- Calculate attribution based on a myriad of factors and levels
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Senior Analyst, Performance Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior analyst, performance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior analyst, performance
- Ensure the accurate and timely production of performance reporting
- Oversee/manage the calculation of performance by Russell's vendors and ensure an appropriate level of service delivery in line with agreed service levels and KPIs
- Compare, contrast and reconcile the salient factors behind multiple in performance returns
- Responsible for creating electronic surveys and compiling results
- Develop / enhance presentations and other communications materials in response to ad hoc requests
- Supports workflow process improvement initiatives across all services in FSS
- Assist with the consolidation and running of the monthly FSS scorecard for senior management
- Productivity / process improvement where you will develop / implement simple to medium complexity process improvements
- Benchmarking support utilizing data from multiple sources including Call Center, financial, lease data
- Performance Measure SA will work with the team to help evaluate current state of the standards, matrices, structures, and processes for planning, monitoring and evaluation of OI&T's performance management system
Qualifications for senior analyst, performance
- 4-6 years performance analysis experience in an asset manager, custodian or out sourced service provider
- Strong control mindset and understanding of performance attribution in asset management
- Prepare and distribute templates to LFOs, and revenue/expense shared services teams
- Compile responses for significant variances from revenue and expense teams
- Review responses and follow up on items
- Distribute finalized product to Managing Director, Performance Management, LFOs, and Revenue/Expense Shared Services team to review with CFO, Canadian P&C
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Senior Analyst, Performance Job Description
Job Description Example
Our growing company is hiring for a senior analyst, performance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior analyst, performance
- Provide technical expertise with regard to performance measurement and attribution
- Manage tools required in reporting process such as
- Must be detail oriented and be able to work in a fast paced daily production environment
- Support the information needs of sales, marketing, compliance and other users of performance - includes defining, developing and producing performance and analytical reporting that supports needs
- Establish a strong working relationship with key staff in all Stakeholder groups impacted by allocated projects
- Plan, communicate and execute allocated project deliverables and milestones, ensuring progress in time and quality
- Act as a proxy for the team facilitating open communication between them and the project team
- Interact and work alongside third party partners and suppliers as required
- Obtain agreement on project deliverables and ensure that they meet all the requirements of the business
- Ensure that all stakeholders have a common understanding of what is being delivered
Qualifications for senior analyst, performance
- Knowledge of Morningstar Direct database
- Advanced in VBA Macro
- Strong business and financial acumen and rigorous problem solving skills – able to start with a business objective and independently structure an appropriate analytical framework reflecting the true drivers and levers that can influence business results
- Technology savvy, experience with Advanced Excel, SQL and good working knowledge of data warehouse technologies including Database Management Systems, BI Tools and ETLs
- Driving a robust understanding of financial performance of the business and delivery of value add advice
- Being an effective member of Business Leadership Teams, agitating for greater performance with a focus on strategic imperatives
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Senior Analyst, Performance Job Description
Job Description Example
Our innovative and growing company is looking for a senior analyst, performance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior analyst, performance
- Identify & escalate as appropriate, issues & instances where an agreed target or deadline is at risk or will not be met
- Recognise the need and take ownership to ensure staff are provided with any training required
- Production of PM compensation reports
- Creating and maintaining composites
- Participation in the annual GIPS® audit
- Responding to ad-hoc queries and requests for analysis
- Working closely with the retail and institutional teams for composite analysis
- Validate and maintain integrity of firm wide performance return data
- Applies judgment and standard analysis techniques to solve problems of diverse scope
- Assist in all aspects of resale category management including analytics, reporting, new opportunity identification, and strategic development
Qualifications for senior analyst, performance
- Performing adhoc analysis into business performance proactively or as directed by the business and contributing to production of business plans and forecasts as required
- Experience in management accounting and/or finance partnering
- A "curious" mind – we want people to be inquisitive
- Excellent knowledge of MSOffice Excell (Macro, PivotTable, Chart)
- Very good knowledge of the Six Sigma principles as asset
- Assist in the training and on-boarding of new Associates, help develop training documents for team reference
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Senior Analyst, Performance Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of senior analyst, performance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior analyst, performance
- Review monthly Partnership for Patients data and works with System Director of Clinical Performance and System Director of Patient Safety to identify trends to inform strategic direction and system organization action plan development
- Proficient in analytical tools Provides support for inquiries or issues related to improvement
- Lead in data interpretation, communication and presentations around key performance indicators
- Facilitates gap analysis and transforming data into useful information
- With the assistance of Department staff and leaders, analyze tracer results to help develop a plan for improvement
- Uses tools and best practice to scour through enormous amounts of information to find the salient points
- Partners with operations to education on tools and best practice and assist in discovering actionable information
- Assists with, or performs the delivery of end-user training
- Lead the creative, and strategically minded analysis of large sets of data
- Establish and implement internal processes for the monitoring and reporting function, such processes should aim a high standard of operation
Qualifications for senior analyst, performance
- In-depth knowledge Fixed Income attribution model
- Knowledge of Multi-Asset attribution model / Equity Brinson Attribution
- An advanced degree related to the position requirements (i.e., statistics, methodology, business, economics, public administration, quantitative analysis)
- 5+ years of demonstrated experience related to the position (i.e., evaluating and assessing program performance, developing and improving assessment methodologies that incorporate performance outcomes in relation to performance objectives)
- Minimum of 5 years investment performance experience
- Familiarity with GIPS®