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Senior Revenue Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, San Leandro

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions.

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.

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
  • Lead and oversee complex quantitative analyses
  • Strong time management and self-organization skills to handle competing priorities
  • Ability to manage conflicting demands and recommendations across departments
  • Unquestionable integrity
  • Expertise in syndicated data.

Nice to have:

Experience in R and/or Python

What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
March 26, 2025

Work Type:
On-site work
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