Sales Reporting and Forecasting Analyst

1 Month ago • All levels • Sales

Job Summary

Job Description

At TransUnion, we help companies understand customers to prevent fraud, expedite transactions, and maximize marketing returns. Our data and technology solutions support diverse use cases. We seek a Forecast & Reporting Analyst to measure go-to-market performance across Diversified Markets. This role involves gathering, analyzing, and delivering market-level business intelligence to support strategy development and implementation. Success requires strong analytic aptitude, dashboard generation capability, attention to detail, and effective communication.
Must have:
  • Leverage CRM and financial data to develop and execute sales forecasting and strategy performance reporting
  • Prepare weekly bookings forecast files in support of forecast review meetings
  • Investigate, report on, and influence the correction of data inaccuracies in CRM opportunities
  • Maintain forecast input sheets for sales leaders leveraging Salesforce Object Query Language (SOQL)
  • Analyze and interpret sales data to advise sales leadership on trends across industries, solutions, and teams
  • Effectively and accurately communicate sales data analysis and strategic implications within the context of a broader business setting
  • Report KPI performance in executive presentations and town hall updates
  • Build PowerBI dashboards that automate sales data reporting and insights for Diversified Markets leaders and sellers
  • Complete ad-hoc analysis of sales data and prepare reports for internal and external distribution
  • Help to cultivate an environment that promotes excellence, innovation, and a collegial spirit
  • Perform multiple tasks simultaneously and deal with changing requirements and deadlines

Job Details

What We'll Bring:

Dynamics of the Role

At TransUnion, we help companies across industries to better understand their customers to prevent fraud, expedite transactions, and maximize return on marketing efforts. Our data and technology solutions have a variety of use cases for any given customer, and our sales teams seek to socialize and drive adoption of our solutions across a large variety of customers and their applicable use cases. Doing this effectively requires continuous perspective on where we have a right to win with customers and how effectively we are penetrating those market segments.

We are looking for a bright, inquisitive Forecast & Reporting Analyst to join a world-class group of sales executives and industry experts to measure the performance of go-to-market efforts across Diversified Markets. This position is responsible for gathering, analyzing and delivering market-level business intelligence to support the development and implementation of our U.S. Diversified Markets vertical business strategy and operating plan. To be successful in this position, you must have a strong analytic aptitude, proven capability to generate charts and dashboards, strong attention to detail and the ability to communicate effectively.

The Team’s Focus

Beyond the traditional business of furnishing credit reports to lenders, TransUnion provides companies in both mature and emerging markets with data and solutions to enhance and support their customer relationships. We have a large, diverse client base ranging from large media conglomorates and retailers to small, independent property managers. We offer a broad array of solutions customized to each aspect of our customers’ business including credit risk management, digital marketing, fraud and ID management, and collections and recovery.

At TransUnion, we pride ourselves on our ability to bring innovative ideas and solutions to market, leveraging our extensive experience in credit data and analytics. As our team grows, we are looking for innovative and diverse talent to help us develop deep customer and market expertise to inform go-to-market strategy and accelerate our growth.

The Team’s Focus

Beyond the traditional business of furnishing credit reports to lenders, TransUnion provides companies in both mature and emerging markets with data and solutions to enhance and support their customer relationships. We have a large, diverse client base ranging from large media conglomorates and retailers to small, independent property managers. We offer a broad array of solutions customized to each aspect of our customers’ business including credit risk management, digital marketing, fraud and ID management, and collections and recovery.

At TransUnion, we pride ourselves on our ability to bring innovative ideas and solutions to market, leveraging our extensive experience in credit data and analytics. As our team grows, we are looking for innovative and diverse talent to help us develop deep customer and market expertise to inform go-to-market strategy and accelerate our growth.

What You'll Bring:

  • Leverage CRM and financial data to develop and execute sales forecasting and strategy performance reporting
  • Prepare weekly bookings forecast files in support of forecast review meetings
  • Investigate, report on, and influence the correction of data inaccuracies in CRM opportunities.
  • Maintain forecast input sheets for sales leaders leveraging Salesforce Object Query Language (SOQL)
  • Analyze and interpret sales data to advise sales leadership on trends across industries, solutions, and teams
  • Effectively and accurately communicate sales data analysis and strategic implications within the context of a broader business setting
  • Report KPI performance in executive presentations and town hall updates
  • Build PowerBI dashboards that automate sales data reporting and insights for Diversified Markets leaders and sellers
  • Complete ad-hoc analysis of sales data and prepare reports for internal and external distribution
  • Help to cultivate an environment that promotes excellence, innovation, and a collegial spirit
  • Perform multiple tasks simultaneously and deal with changing requirements and deadlines

Impact You'll Make:

Candidate should have experience in FP&A.

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

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About The Company

TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru™ picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good® — and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.

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