Operations Analyst – Portfolio Insights & Reporting Senior Associate

Industry / Sector

Not Applicable

Specialism

IFS - Operations

Management Level

Senior Associate

Job Description & Summary

At PwC our people in brand management marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth promoting the Firms services enhancing brand visibility and capturing new business opportunities. They utilise market research digital marketing creative campaigns and effective sales strategies to engage clients enhance the firms brand and market presence and achieve organisational targets.

Those in Alliance at PwC will be responsible for establishing partnerships with companies to better serve our clients needs. You will build relationships to complement PwCs strategy through execution capabilities that allow PwC to deliver multi competency programmes and solve clients most critical business issues. Working in this area you will develop and execute the strategy and business plan focus on market penetration and revenue growth and identify opportunities for solution development and industry alignment. You will also build relationships with key Alliance executives identify synergies between the technology and the Firm and collaborate with cross-functional teams.

About Us : The Alliances team partners with leading technology providers to drive business results by combining the right solutions with strong strategic relationships. The PwC AC teams for Alliances provides centralized operational support enabling scalable efficient delivery of alliance programs through process excellence data management and cross-functional collaboration.

Job Description :

As an Operations Analyst you will support data-driven decision-making across Tier 2 and 3 alliances by ensuring CRM data accuracy maintaining standardized dashboards and delivering actionable insights. You will be responsible for validating alliance tagging executing recurring and ad-hoc reporting and coordinating with regional stakeholders to maintain metric consistency and performance visibility.

You will play a critical role in maintaining data accuracy synthesizing alliance KPIs and equipping leaders with the insights needed to drive performance and alignment with program objectives .

Key Responsibilities / Activities would include :

CRM Data Governance & Tagging Accuracy

Monitor and validate alliance tagging accuracy in Salesforce in accordance with guidance provided by Alliance Program Office and initiate corrective actions based on APO feedback.

Identify and resolve data quality issues by running exception reports applying validation rules and reconciling discrepancies.

Reporting & Dashboard Delivery

Develop and deliver recurring reporting packages including monthly / quarterly alliance performance summaries.

Use Power BI and Excel to visualize KPIs and provide trend insights to alliance leaders.

Incorporate stakeholder feedback into templates and dashboards to enhance usability and leadership alignment.

Alliance KPI Data Collection & Reporting

Extract and compile key performance data (pipeline wins spend) from systems like Salesforce CRM Analytics and Power BI dashboards.

Support the creation of visualizations and performance summaries for recurring reports and leadership reviews.

Roll forward and update Excel-based templates to reflect latest performance periods and prior-year comparisons.

Dashboard Development & Maintenance

Maintain and evolve Power BI dashboards reflecting alliance performance and metrics.

Perform QA checks to ensure accuracy and consistency with business rules and reporting logic.

Support dashboard publication on internal platforms (e.g. Workbench) and coordinate stakeholder communications.

Data Consolidation & Standardization

Aggregate performance data from Excel files Salesforce and CRM Analytics Dashboards.

Run comparative and year-to-date analyses to support alliance health tracking and QBR preparation.

Job Requirements and Preferences :

Experience : 4 9years in reporting analytics or business operation preferably in a global or consulting environment.

Education and Qualifications : Bachelors degree

Language : English (Oral & Written)

Tools Proficiency :

Excel Power BI Salesforce CRM Analytics Dashboard (Alteryx knowledge is a plus).

Soft Skills :

Det ail-Oriented : Maintains high standards of accuracy in work especially when handling data and reporting.

Analytical Thinking : Able to interpret information identify trends and draw meaningful conclusions.

Team Collaboration : Works well with others across functions and regions to achieve s hared goals.

Effective Communication : Clearly conveys information and insights to a variety of stakeholders.

Travel Requirements

Not Specified

Job Posting End Date

Required Experience :

Senior IC

Key Skills

Cognos,Microsoft Access,SQL,Crystal Reports,Financial Report Writing,Power BI,Pivot tables,ssrs,Tableau,Regulatory Reporting,SAS,Data Analysis Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1