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Business Analyst / Plano, TX / Business / AS7947797

Plano, TX
Why Work for Us?

Established in 2006, continues to grow dramatically within the IT/telecommunications/Automobility and SCM industry.  We encourage our employees in personal development with a passion to succeed and we offer an excellent benefit package.  Every employee has access to Medical, Vision, Dental, Life and 401K plus many more.
  • 401K with Employer Match
  • Company Paid Dental, Vision, Life and Medical up to 100%
  • Paid Sick Leave
  • Chance for VISA sponsoring

Business Analyst

Top 3 must-have skills/requirements:     

Financial Planning Forecast
Data Modeling Analysis

Essential Duties & Responsibilities:

•       Work with large volume of trade spending and sales data, and extract and transform large datasets with proper tools (Access, SQL, VBA, etc.)
•       Integrate data from multiple resources (Access, Excel, N-ERP, etc.), and build and maintain knowledgeable intelligence databases for subsequent deep-dive analysis
•       Perform advanced quantitative analysis to track and evaluate trade spending trends and effectiveness for assigned channels, accounts and product categories
•       Build and manage key metrics and performance indicator (sales forecast, uplift, cost split, profitability, CPIR, etc.) for various promotional programs to drive sales and operations related strategic decision support
•       Create and automate reporting processes by developing comprehensive dashboards with self-service tools (PowerBI, Tableau, etc.) to measure and present impact and performance of various programs and accounts
•       Deliver insightful periodic reports, and communicate complex concepts and key insights in a clear and effective way to leadership team.
•       Partner closely with key internal stakeholders (product, marketing, sales, etc.) to provide data-driven insights and formulate initiative specific solutions to improve trade spending efficiency and account performance
•       Develop and execute financial budgeting and planning for trade spending, perform monthly SD/MDF forecasting, and provide strategic guidance and recommendations to channel and account managers
•       Function as an individual contributor to assigned accounts to process programs and payments, and evaluate profitability and effectiveness of the programs
•       Collaborate with cross functional teams (SCM, CPFR, product, marketing, sales, etc.) to ensure effective execution of promotional programs including timely delivery of marketing samples to drive sales and increase brand/product awareness
Background/Experience required:
•       Minimum of Bachelor degree in the fields of business, finance, analytics, or equivalent quantitative discipline
•       1-3 years' experience in financial analysis or business analysis, or equivalent combination of education and work experience
•       Strong database management skills with meticulous attention to details
•       Proficiency with data visualization tools such as Tableau or PowerBI for full-stack data analysis, insight synthesis and presentation
•       Advanced excel skills - VBA programming is a plus
•       Highly knowledgeable in finance processes, and demonstrated experience with ERP financial systems.
•       Demonstrated research and problem solving ability, and excellent decision making and leadership skills
•       High-level written and verbal communication skills

Necessary Skills:

Develop and maintain excellent working relationships with all assigned levels with the customer and within and outside the company.
Plan, organize, and prioritize multiple complex assignments and projects. Read and interpret detailed and complex customer requirements.
Demonstrated competency in both oral and written communication modes for both internal and external personnel at various levels, especially in the sales and marketing, logistical, or financial areas of clients, and prospects.
Work independently and in a team environment in order to achieve personal and team goals and complete assignments within established time frames.
Demonstrated excellence in time management skills and follow up to ensure meeting on time deliverables.
The ability to accept tasks and problems/situations that differ and require creativity to search for solutions among learned consequences.
Only broad and general guidelines exist for solving problems.
The ability to utilize implied knowledge of task alternatives and to make spontaneous decisions using past experience and the guidance of successful experiences of others.
Interact with all levels within the organization and has frequent external contacts.
The position will require a blend of analytical skills, strategic thinking, and organizational influence. 
Key success factors in this role include strong project management skills, attention to detail, statistics/finance acumen, enthusiasm, a self-starter attitude, practicality, agility, collaboration and communication.

Physical/ Mental Demands:

Work is generally performed in an office environment. Operate a computer keyboard and view a video display terminal between 50% - 95% of work time, including prolonged periods of time. Requires considerable (90%+) work utilizing high visual acuity/detail, numeric/character distinction, and moderate hand/finger dexterity. The movement and transportation of equipment, most of the time is under 25 pounds. Performs work under time schedules and stress which are normally periodic or cyclical, including time sensitive deadlines, intellectual challenge, some language barriers, and project management deadlines. Machines, tools, equipment, and work aids include printers, copiers, faxes, and other equipment commonly associated with an office work area. May require working additional hours beyond normal schedule. Travel varies depending on position. Consistently demonstrates a commitment to policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities.

BTI Solutions, Inc. is an equal opportunity employer m/f/d/v.


BTI Solutions
801 E Campbell Rd. Suite 230, Richardson, Texas 75081, USA
Office:+1-972-992-0030, Fax:+1-972-992-0050
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