Skills

Adaptability Salesforce Problem-solving Decision-making Sales CRM Attention to detail power bi Analytical Skills Project Management

Job Specifications

Job advert

The role: Trading and Forecast Analyst, London

Location: London, Hybrid – 3 days in the office & 2 days at home

Contract: Full time, 37.5 hrs per week

Package: competitive base salary

This role combines commercial acumen, analytical expertise, and business process insight to support and enhance the performance of the Learning business. The successful candidate will play a key role in forecasting trading performance, analysing pipeline data, and delivering actionable insights to drive strategic decision-making.

Key Responsibilities

Analyse and report on pipeline drivers and conversion to invoicing using Salesforce and other data sources.
Identify and address root causes of inaccuracies in trading forecasts, collaborating with cross-functional teams to resolve or mitigate issues.
Contribute to the improvement of business processes that underpin forecasting (from leads to opportunities to invoicing).
Provide insights from pipeline and forecast data to highlight trends, risks, and opportunities, feeding back to Sales and other teams to improve performance.
Develop new visualisation methods to uncover hidden trends and performance issues.
Undertake ad hoc commercial analysis and scenario modelling as requested by the Learning CFO, Group CFO, or other senior stakeholders.
Build strong working relationships with Sales Operations, Sales Management, FP&A, BI, and other Finance and support teams.

Experience & Skills

Experience working with CRM data and managing large datasets; Salesforce experience preferred.
Strong analytical skills with the ability to translate data into actionable insights.
Experience in business process design or improvement is desirable.
High attention to detail with solid problem-solving capabilities.
Excellent data visualisation skills.
Advanced proficiency in Excel and PowerPoint; Power BI experience is a plus.
Clear and confident communicator, both written and verbal.

Key Competencies

Analytical and inquisitive mindset with a drive to challenge the status quo.
Enthusiasm for using insights to deliver financial and operational improvements.
Strong project management and organisational skills.
Adaptability to shifting priorities and business needs.
Effective influencer with strong stakeholder engagement skills.
Passionate about improving commercial outcomes through evidence-based decision-making.

Keyboard Shortcuts

F9 - Move focus from the edit area to the Footer Toolbar
F10 - Move focus from the edit area to the first toolbar button
Shift + TAB - Move focus from the edit area to the last toolbar button

About the Company

Learn. To Change. At QA, we believe the future belongs to organisations that can learn, master, and apply new skills at pace and scale. As the largest tech training company in the UK and fastest-growing in the US, we provide continuous, engaging, and collaborative learning experiences. Our programs connect learning across silos, ensuring continuity and fostering collaboration. Join us to drive transformation with AI, cloud, and data skills. Know more