Trade Planning & Insights Analyst Job at Beacon Hill (Providence)

Non-Trading Market Risk Mgmt Sr. Analyst

The BSM NTMR Senior Analyst will support the production needs in various workstr...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years experience in Financial Services, Treasury, and bank global liquidity investment portfolio
Strong Excel and PowerPoint skills for report building and presentations
Basic knowledge in debt investment securities and non-trading market risk such as FXRBB, commodity risk, private equity risk and CSRBB, QMMF and CCAR for Pensions, ATM/AFS portfolios, etc.
Fundamental understanding of regulatory, compliance, risk management and financial management, and data governance concerns
Intermediate understanding of Bank ALM, Capital, and Liquidity considerations
Basic experience in debt investment securities analytics, measurement, metrics and methodologies
Demonstrated ability to collaboratively solution complex and dynamic processes
Ability to work under pressure in ambiguous environments
Strong oral and written communications skills with ability to synthesize complex concepts
Strong technical problem-solving skills

Job Responsibility

Support analysis in the implementation of BSM’s process by providing key analytical insights across BSM functions with a primary focus on asset allocation, FXRBB, OCI stress testing analytics for (CCAR) and QMMF for pensions and AFS /HTM securities, Commodity/Equity/CSRBB risk
Provide accurate analysis to be used for enhancing BSM’s analytics and methodologies and establishing Citi's first-line NTMR management framework (Policy/Standard/Procedures, models, methodologies, reporting, controls, processes, analytics, data and documentation)
Develop key management review presentations
Oversee the data results and management report metrics for decision processes
Support subject matter experts on the team to aid senior leaders in aligning governance and management framework, procedures and controls for all legal entities that have OCI Risk, FX risk, commodity risk, credit spread risk in the Banking Book
Liaise with businesses, legal entity treasury, CTI and Markets Treasury, and Controllers teams to ensure both an understanding and the ability to manage other non-trading market risks
Support the team and assist Manager with remediation gap efforts in other non-trading market risk (excl IRRBB) as required by Tier 1 regulations and help to remediate regulatory/audit self-identified issues concerning other non-trading market risks in the banking book and achieve target state framework
Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function
Integrates subject matter and industry expertise within a defined area
Contributes to enhancing processes to manage these exposures in a well governed environment

Fulltime

Senior Revenue Analyst

We are seeking an experienced Senior Revenue Analyst to join our team located in...

Location

United States , San Leandro

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

BA/BS degree required
Master’s degree preferred
3+ years of analytical experience and working with Sales Reporting and Trade Systems
Preferred experience in implementing and optimizing trade promotion management/optimization software
Strong oral and written communication skills
Strong financial acumen
Highly proficient in Microsoft Office Suite (PowerQuery, PowerBI, Excel)
Experience in R and/or Python preferred
Demonstrated leadership and results orientation
Effective interpersonal skills to collaborate across departments and levels

Job Responsibility

Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance
Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides
Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End)
Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit
Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items
Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Business Analyst

On behalf of a client in the Swindon who have a diverse range of Electronic Proj...

Location

United Kingdom , Swindon

Salary:

50000.00 - 60000.00 GBP / Year

Zenovo

Expiration Date

Until further notice

Requirements

3+ years experience working as a Business Analyst within cross-functional teams and collaborative environments
Strong understanding of business process modelling techniques and continuous improvement methodologies
Practical, hands-on experience with AI tools, automation solutions, and data visualisation platforms
Strong technical proficiency in tools such as SQL, Excel, and Business Intelligence (BI) systems
Outstanding communication abilities with proven stakeholder engagement and relationship management skills
Self-motivated professional capable of working independently while effectively managing multiple priorities and deadlines

Job Responsibility

Analyse and improve processes across Project Management, Quality, Engineering and Operations
Identify inefficiencies and implement automation opportunities, including AI based solutions
Evaluate emerging technologies to ensure alignment with business priorities
Collect, analyse and interpret data to support strategic decision-making
Develop and maintain dashboards and reports (e.g. Power BI), translating insights into actionable recommendations
Support project planning, requirements gathering, stakeholder engagement and user acceptance testing
Ensure solutions are delivered on time, meet business needs and are embedded effectively
Conduct market research, technology trend analysis and competitor benchmarking
Contribute to trade shows, conferences and customer events, capturing insights to inform commercial strategy

Fulltime

Senior Analyst, Commercial Finance

We are seeking a detail-oriented and analytical Commercial Finance Senior Analys...

Location

United States , New York City

Salary:

95000.00 - 100000.00 USD / Year

Hunter Douglas

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, economics or related field (MBA or CPA/CFA a plus)
3-6 years in finance-related roles, preferably in FP&A, corporate finance or similar analytical role
Advanced analytical skills with mastery in Excel, SQL, and data visualization tools (e.g., Power BI, Tableau)
Experience with ERP systems (e.g. SAP, Oracle, NetSuite) and BI tools (e.g. PowerBI, Tableau) preferred
Strong communication and presentation skills, with ability to influence senior stakeholders
Detail & results-oriented, with the ability to manage multiple priorities in a fast-paced, matrixed environment

Job Responsibility

Act as a trusted business partner to Commercial leadership
Lead elements of the annual planning, quarterly forecasting & long-term strategic planning processes
Provide forward-looking insights, shaping commercial decision-making with clear recommendations
Drive in-depth analyses of volume, revenue, and margin profitability across business units, regions, and categories
Lead financial assessments of PVM and trade investments, partnering with the Revenue Growth Management team to optimize returns
Develop robust, dynamic financial models and frameworks to support high-impact commercial decisions, such as market expansion, new product launches, and promotional effectiveness
Develop and deploy dynamic tools and frameworks with sensitivity analysis and scenario planning
Design and deliver dashboards and executive-ready reports to track and interpret performance
Lead visibility into ZBB (zero-based budgeting) and efficiency initiatives
Partner with leaders to support monthly performance reviews and annual business reviews with actionable insights

What we offer

Bonus target range: Up to 20%
Generous benefits package including medical, dental, vision, life, disability
A company culture that prioritizes internal development and professional growth
Time off with pay
401(k) plan with a degree of employer matching
Paid parental leave
Wellness programs and product discounts

Fulltime

Lead Financial Analyst

The Lead Financial Analyst serves as a key technical and analytical contributor ...

Location

United States , Washington

Salary:

102000.00 - 112000.00 USD / Year

Great Minds

Expiration Date

Until further notice

Requirements

7+ years of progressive FP&A experience, ideally including early career accounting experience
Demonstrated experience building complex, driver-based financial and operational models
Strong understanding of forecasting, budgeting, variance analysis, and KPI development
Advanced Excel proficiency, including PowerQuery, PowerPivot, and disciplined model structuring
Experience supporting capital planning, investment analysis, or multi-year financial planning
Familiarity with ERP, FP&A, and business intelligence tools such as NetSuite, Anaplan, PowerBI, Tableau, Adaptive, or similar platforms
Ability to translate large volumes of financial and operational data into clear, decision-ready insights
Strong written and verbal communication skills with the ability to explain complex concepts clearly
Bachelor’s Degree

Job Responsibility

Build and maintain complex, driver-based financial models that support forecasting, multi-year planning, scenario analysis, and investment or business case evaluation
Translate market insights, operational drivers, and performance trends into clear financial insights that inform strategic and operational planning discussions
Support financial evaluation of business cases and capital investments by modeling returns, cost structures, risks, sensitivities, and long-term value implications
Support capital budgeting processes through financial analysis, project tracking, and linkage of results to broader financial plans
Improve the efficiency and accuracy of forecasting and planning by streamlining workflows, strengthening model architecture, and reducing manual effort through automation and smart tooling
Leverage strong analytical and data skills, including advanced Excel, data transformation tools, and familiarity with BI outputs, to deliver meaningful insights and performance reporting
Identify leading indicators, emerging risks, and performance gaps, and surface findings and recommendations that support informed decision-making
Provide high-quality FP&A partnership by pressure-testing assumptions, identifying value drivers, and helping decision makers understand financial risks, trade-offs, and constraints
Participate in the design, testing, and rollout of financial systems and planning tools, contributing to model validation and supporting alignment of workflows and data structures with business needs
Create intuitive visualizations and reporting that help stakeholders quickly understand trends, outcomes, and key decision points

Fulltime

Senior Analyst, Product Finance

The Finance team at Lime is responsible for enterprise‑level planning, budgeting...

Location

United States

Salary:

99000.00 - 171000.00 USD / Year

Lime

Expiration Date

Until further notice

Requirements

4+ years in corporate finance, product/tech finance, investment banking, consulting, transaction services, or related fields within high‑growth environments
Advanced financial modeling and scenario planning
expert in Excel/Google Sheets and PowerPoint/Slides
SQL proficiency preferred
experience with Looker/Tableau or Python is a plus
Proven ability to lead cross‑functional initiatives and influence senior stakeholders
exceptional written and verbal communication
Depth in product finance: unit economics, pricing/packaging, LTV/CAC and cohort analysis, funnel/engagement metrics, and experimentation/AB‑test measurement
Track record building scalable forecasting frameworks and KPI dashboards
ownership of monthly/quarterly performance narratives and variance drivers

Job Responsibility

Serve as the main finance partner for one or more product domains, shaping strategy with Product, Engineering, and GTM stakeholders
Own the long‑range plan and quarterly forecasting for your portfolio
drive scenario/sensitivity analyses that inform roadmap, pricing, and resource allocation
Build and maintain driver‑based models linking product inputs (adoption, conversion, engagement, churn, pricing) to P&L, cash flow, and unit economics
Define the KPI framework with Data/Analytics
instrument metrics, monitor feature performance, and run ROI analyses to guide investment decisions
Lead business cases for new initiatives and partnerships
run due diligence and post‑mortems to measure outcomes and codify learnings
Upgrade and automate reporting and variance analysis
improve close‑to‑forecast accuracy with scalable processes, documentation, and controls

What we offer

A choice of medical, dental, and vision plans
company-paid life and disability insurance
company-funded mental health benefits
401(k) plan with both pre-tax and Roth options
access to a Health Savings Account (HSA) with a monthly company contribution
Paid parental leave for birthing and non-birthing parents
fertility and family-forming benefits
Unlimited vacation
paid leaves
10 company holidays

Fulltime

Sr. Analyst, Customer Finance

Position will provide financial guidance around customer account planning, month...

Location

United States , Hershey

Salary:

Not provided

The Hershey Company

Expiration Date

Until further notice

Requirements

3-5+ years of business experience, including accounting, finance, FP&A and sales, interacting with sales teams
Knowledge of financial concepts & reporting
Ability to analyze & integrate multiple data sources into a useful format. Identifies issues/opportunities and assists in solution finding process.
Effective communicator, ability to lead and facilitate small group meetings.
Understanding of Consumer Packaged Goods Industry
Bachelor’s degree in Finance, Accounting, Business Administration, Marketing or Equivalent
At least 3-5 years of related experience

Job Responsibility

Financial Analysis & Customer P&L’s – provides analysis and commentary around financial performance of customers supported
support customer teams on recommendations to improve financial results
Data Analysis – Support customer steams on customer related investments (Trade, waste, DME’s)
perform analysis utilize Planex, IRI, S4 to provide insights to customer teams
Forecasting & Planning – Influence sales partners estimate process and ensure understanding of key impacting factors
assist customer teams in building annual and strategic plans
Accounting Close Process – Participate in monthly, quarterly & year-end accounting close process focus on accuracy
Facilitate discussion with sales teams to ensure focus and follow-up on key expense topics
Special Projects – Special projects as assigned

Sales and Marketing Analyst

Our client, a leading manufacturer of high-end, handmade wall décor, is seeking ...

Location

United States , La Mirada

Salary:

80000.00 - 95000.00 USD / Year

80Twenty

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business, Marketing, Economics, Data Analytics, or related field (Master’s a plus)
2–5 years of experience in sales or marketing analytics, or a data-focused role
Proficiency in Excel/Google Sheets, CRM platforms (Salesforce, HubSpot), and marketing analytics tools
Strong analytical, communication, and presentation skills
Detail-oriented and able to manage multiple projects at once

Job Responsibility

Track and analyze sales performance across products, channels, and customer segments
Identify trends, opportunities, and risks to optimize pipelines and revenue
Build forecasting models to support planning and growth
Measure and report on marketing campaign performance across digital, social, trade shows, and more
Conduct ROI analysis and guide budget allocation decisions
Analyze lead generation, CAC, LTV, and funnel conversion rates
Partner with sales, marketing, and product teams to shape go-to-market strategies
Deliver dashboards, reports, and insights to leadership

Fulltime

Trade Planning & Insights Analyst

Beacon Hill

Location:
United States , Providence

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 04, 2026

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