CareerPlan

Operating Office, Associate Director - Global Client Group

Charlotte, NC, USFull-time2026-10-15 → 2026-11-09

Core

Partner with GCG leadership and Senior Execs to optimize sales management, implement strategic plans, and provide financial analysis to support Regional Sales Heads in the US.

Role type

Associate Director, Operating Office (Financial Analysis & Operations)

Builds

Reporting of key performance metrics, system and process improvements, and financial analysis dashboards for the Global Client Group.

Domain

Financial Services / Asset Management

Deliverable

dashboards & analysis

Required skills

Financial analysis, Strategic planning, Process improvement, Data reporting, Stakeholder management, Project management

Preferred skills

Salesforce, PowerBI, Advanced MS Excel, PowerPoint

Technologies

Salesforce, PowerBI, Microsoft Excel, Microsoft PowerPoint, MS Word

Responsibilities

Assist with presentations and reports for internal stakeholders; Lead or contribute to projects enhancing analytical tools and reporting processes; Respond to ad hoc analysis requests from business leaders; Support efforts to streamline business processes; Monitor key performance indicators and assist with dashboard preparation.

Seniority

Senior, hands-on IC