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Tier-1 brand, generalist analyst title, and metro location drive high applicant competition.
Core skills—expense management, Excel trackers, Salesforce—are broadly transferable across industries.
Explicit 6 months–2.5 years requirement plus mandatory Excel, finance controls, and reconciliations implies medium strictness.
Own daily tracking and reporting of CX event budgets, expenses, and Salesforce event data ensuring accuracy and policy compliance.
Produce regular and ad hoc financial and event activity reports to provide transparent, leadership-ready summaries with variance and risk analysis.
Identify and implement automation opportunities in reporting and workflow processes within firm governance and data security frameworks.
Bachelor's degree in Business, Finance, Accounting, Operations, or a related field.
6 months to 2.5 years of experience in operations, finance support, program management, or similar analyst roles.
Strong Excel skills with experience managing trackers, reconciliations, and summary reporting.
Experience with financial data handling, expense processes, and system-based tracking (Salesforce familiarity preferred).
Detail-oriented individual comfortable working within structured processes and across multiple systems like Salesforce and finance tools.
Experience in budget or expense management within regulated environments or financial services sectors is preferred.
Candidate able to produce clear, trustworthy financial reporting and collaborate cross-functionally with finance, marketing operations, and leadership stakeholders.