Financial Products Sales & Revenue Support
Bloomberg
Accounting & Finance, Sales & Business Development, Customer Service
Posted on Mar 21, 2026
The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen.
Key Responsibilities:
- Executive Reporting: Develop and distribute high-visibility scorecards and performance decks for management and Board-level reviews, translating complex data into actionable insights
- Dashboards & Visualizations: Design, host, and maintain interactive dashboards (e.g., Qliksense) to track sales performance, pipeline health, and operational KPIs for leadership
- Advanced Data Analysis: Perform deep-dive analytics on large datasets to evaluate sales force coverage, productivity, and market opportunities
- Data Strategy & Automation: Identify opportunities to streamline manual reporting; build and optimize data gathering processes to ensure "single source of truth" reporting across the sales organization
- Ad Hoc Analysis: Manage rapid-response requests for deeper analysis to support real-time decision-making by the sales leadership team.
- Cross-Functional Collaboration: Partner with finance and sales leaders to interpret results, serving as the bridge between technical data architecture and business strategy
Skills & Educational Requirements:
- BS/BA in a quantitative or analytical field (Data Science, Economics, Pol Sci, Finance, etc.)
- 5-7 years of financial modeling, planning, reporting and analysis experience
- Exceptional skill in MS Excel and Powerpoint, MS Access a plus, Python, SQL or R coding experience a plus, Qlik experience a plus
- Exceptional attention to detail
- Experience in financial services or a financial data provider industry a strong plus
- Excellent analytical, problem-solving and financial modeling skills
- Experience in data visualization, designing executive scorecards, and operational performance analysis
- Ability to work with large amount of data, while succinctly summarizing conclusions for management
- Excellent verbal and written communication skills
- Team player with ability to deal with changing priorities