Professional - FP&A (Presales Analytics & Reporting)
Role Overview
Designation: Professional.
Years of experience: 5 to 8 years.
Reporting line: Assistant Director, Finance.
Location: Gurgaon.
Key Skills for This Role
Full Job Posting
Company Overview
Acuity Analytics is a technology-focused organization providing research, data, analytics, and AI-enabled solutions to financial institutions and corporates.
The organization combines financial services expertise with engineering, digital, and AI capabilities.
Basic Information
Designation: Professional.
Years of experience: 5 to 8 years.
Reporting line: Assistant Director, Finance.
Location: Gurgaon.
Job Purpose
Drive accurate, timely, and insightful sales performance reporting through end-to-end pipeline and closure analytics.
Enable data-driven decisions across Sales leadership, Business Units, and Finance.
Maintain reporting governance and data integrity while supporting strategic planning and global sales performance improvement.
Key Responsibilities
- Prepare, manage, and publish weekly global Sales Pipeline and Closure reports covering pipeline status and closed-won or closed-lost deals.
- Develop weekly, bi-monthly, and monthly sales and business development performance reports.
- Prepare region-specific reports for Sales leadership and separate reports for Business Unit Heads.
- Build and maintain the Sales and Marketing KPI Tree to monitor regional performance.
- Forecast monthly new sales with Sales leadership and manage Pledge MIS, including timely Clari updates.
- Prepare pipeline comparison decks, consolidate BD Notes, and provide reporting support for cross-functional sales presentations.
- Track BD Notes statistics, manage Salesforce pipeline requests, monitor targets, and handle ad hoc reporting requests.
Key Competencies
- MBA in Finance from a reputed institution.
- Hands-on experience with Salesforce, Advanced Excel, and data visualization tools such as Power BI.
- Strong understanding of sales pipeline management, opportunity tracking, and performance monitoring.
- Strong analytical, data interpretation, and stakeholder management skills.
- Ability to collaborate across Sales, Finance, and Delivery and engage with senior leadership.
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