Global Financial Strategist

hace 1 día


San Francisco, Heredia, Costa Rica Sgf Global A tiempo completo

Overview of the Role

Sgf Global is seeking a highly skilled Global Financial Strategist to join their team.

Job Description:

The successful candidate will be responsible for managing multi-million dollar marketing and sales budget allocations for a global account team using Salesforce.

Key Responsibilities:

- Load and manage marketing and sales budget allocations for a global account team.

- Create reports to track utilization of funding and communicate with the global field team regularly.

- Cross-functional collaboration with Sales, Operations, and finance teams to identify budget risks and opportunities to maximize investment ROI.

- Create reports analyzing the use of funds to meet account team strategy.

Requirements:

- Strong working knowledge of Power BI and/or Excel pivot chart reporting.

- Excellent program management and communication skills.

- Organized and analytical mindset.

- Strong working knowledge of PowerPoint, Word, and Excel.

- Minimum 5 years of experience in a related field, preferably with a Bachelor's degree or higher in Administration, Finance, or Marketing.

Desired Skills:

- Knowledge of Salesforce.



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