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Excel/ VBA Financial Solutions Specialist (Desktop)
Entertainment & Media Industry Company
San Francisco, CA, United States
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In the Desktop Build Group, we provide global desktop solutions that strategically impact revenue. What we do helps retain and increase our client base. We learn from our successes and use this to influence our terminal offering as well as increase customer workflow awareness across departments.
Being part of our team means you'll be working very closely to our Sales and Product departments. On one hand you'll work with Sales by offering desktop solutions to promote client workflow efficiency, protecting and increasing revenue. On the other hand you'll be collaborating with Product by providing regular feedback on themes and trends observed while working on customer projects in order to help identify growth opportunities or threats to our Company websiteg us as an Excel/VBA Solutions Specialist means focusing on understanding customers' needs to provide the best solution. You'll be helping clients in migrating their worksheets from competitor-linked products to Company data. You'll be building models that fill a specific product gap. You'll also be creating strategies that can leverage our Excel API to provide solutions to a specific market player. And you'll be highlighting identified gaps in the Company offering and occasionally collaborate on building excel solutions or prototypes for future development in our Terminal.
We'll trust you to:
- Develop customized solutions for our clients and prospects
- Directly impact sales through developed applications and direct customer interaction
- Assist the Company sales team in promoting our Excel Add-In and newly created templates
- Communicate with clients to understand their workflow needs and suggest solutions that utilize the Excel API in an efficient manner
- Build broad-reaching Excel-based solutions to be published in a Global Template Library
- Liaise with the Company Product Development teams to document product gaps and drive product enhancements
You need to have:
- Expert knowledge of Microsoft Excel in a business environment
- Knowledge of Visual Basic for Applications (VBA)
- Cross asset knowledge (Equities, Fixed Income, FX and Commodities)
- Experience working in a financial markets environment
- Experience working in a client facing role
- Availability for occasional travel
We'd love to see:
-Cross asset knowledge (Equities, Fixed Income, FX and Commodities)
- Prior experience using the Company Terminal or similar products