Sales Metrics, Analyst (NYC)

Alchelyst•New York, NY

2d•Onsite

About The Position

The Sales Metrics Analyst role focuses on ensuring the accuracy and integrity of sales and trade data through rigorous reconciliation, analysis, and reporting. This position involves collaborating with various teams to resolve discrepancies, identify trends, and drive process improvements. The analyst will also be responsible for supporting compliance and audit activities, ensuring adherence to regulatory standards and internal controls. Success in this role means maintaining accurate sales metrics, automating reporting processes, optimizing data platforms, and proactively resolving data issues.

Requirements

2-3 years of experience as a Data Analyst or similar role.
High data literacy, analysis techniques, and ability to communicate insights to drive collective decision-making.
Organized and effective execution – set and manage expectations, model work ethic, proactively manage efforts across multiple teams, rigorously communicate.
Excellent documentation, analytical, and reasoning skills (e.g., adheres to best practices in meeting management, regularly completes tasks and conducts business with minimal supervision).
Self-starter with a strong work ethic and genuine willingness to learn, results-oriented, and highly accountable.
Strong interpersonal skills to interact effectively with various internal and external constituents.

Nice To Haves

Exceptional attention to detail to identify data inconsistencies and anomalies.
Strong analytical and problem-solving skills.
Proficiency in data analysis and reconciliation tools (e.g., Excel, Corporate ERP systems, Alteryx, etc.,).
Experience with reporting tools including Power BI, Alteryx, and Tableau.
Knowledge of accounting principles and reconciliation best practices.

Responsibilities

Perform daily, monthly, and quarterly reconciliations of sales and trade activities, including sales flows, redemptions, and assets valuations.
Investigate and resolve discrepancies or variances between internal systems, client trade blotters, and external data sources.
Identify and report any irregularities or anomalies in sales and trade transactions.
Collaborate with Sales, Finance, and Operations teams to address reconciliation issues and implement corrective actions.
Analyze sales and trade data to identify trends, patterns, and discrepancies.
Prepare comprehensive reports and dashboards on sales, assets, and redemptions trends, highlighting key findings and actionable insights.
Provide regular updates and recommendations to management regarding sales and trade reconciliation processes and improvement opportunities.
Continuously evaluate and enhance sales and trade reconciliation processes and procedures.
Implement automation and system enhancements to streamline reconciliation activities and reduce manual efforts.
Collaborate with IT and other stakeholders to implement new tools or technologies to improve efficiency and accuracy.
Ensure adherence to regulatory requirements, accounting standards, and internal controls related to sales and trade reconciliation.
Assist in audits by providing accurate and supporting documentation, explanations, and reconciliations as needed.
Develop and maintain documentation of reconciliation processes, controls, and procedures.