- Senior
- Office in Plano
Come grow with us! Marquis is the largest provider of data analytics software, services, and consulting to financial institutions in the world, providing scalable, results-driven marketing, sales, and compliance solutions for over 35 years. Founded in the late 1980s, Marquis provides compliance, marketing, and data solutions for over 700 financial institutions.
Responsibilities:
- Monthly/Quarterly/Annual reporting and forecasting
- Take the lead/ownership of actualizing vs budget with accompanied analysis and commentary.
- This includes externally with Board and lenders, and internally with budget owners.
- Assist CFO, business leaders, and budget owners in annual planning and rolling forecast process.
- Take the lead/ownership of actualizing vs budget with accompanied analysis and commentary.
- Weekly KPI reporting
- Learn and take ownership of the weekly KPI reporting for bookings, retention, and pipeline tracking.
- This includes daily updates to bookings data.
- Learn and take ownership of the weekly KPI reporting for bookings, retention, and pipeline tracking.
- Work with CFO and business leaders across the org on add-hoc data and analysis projects.
- Learn the workings of the separate business functions and become a strategic partner they can rely on for strategy and planning.
Requirements:
- 5-7 years of substantial PE/VC backed experience.
- Time with Big 4 required.
- Knowledgeable/skilled in Office Apps plus experience/usage through ERP, CRM, and FP&A software.
- Local to either Utah (Lehi Area) or Plano, Texas area with ability to be in office majority of the time initially.
