Professional - FP&A (Presales Analytics & Reporting)

Acuity Analytics (the trading name of Acuity Knowledge Partners) is a global, tech-first organisation helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions. We combine deep financial services expertise with strong engineering, digital and AI capabilities to solve complex, real-world problems. With a team of 7,200+ analysts, data specialists and technologists across 28 locations, we work with more than 800 organisations worldwide to drive efficiency, unlock insight and deliver measurable impact. Our success is built on the strength of our peopleby investing in talent, encouraging collaboration and creating room to grow, we enable our teams to do their best work for clients. Acuity became an independent business in 2019 following its acquisition from Moodys Corporation by Equistone Partners Europe. In 2023, funds advised by global private equity firm Permira acquired a majority stake, with Equistone remaining a minority investor—supporting our continued growth and innovation. For more information, visit www.acuityanalytics.com Basic Information. Designation: Professional. Years of Experience: 5 to 10 yrs. Reporting Line: Assistant Director, Finance. Location: Gurgaon. JOB PURPOSE. To drive accurate, timely, and insightful sales performance reporting by managing end-to-end pipeline and closure analytics, enabling data-driven decision making across Sales leadership, Business Units, and Finance. The role ensures robust Pipeline reporting, KPI tracking, and reporting governance while maintaining data integrity across systems, supporting strategic planning, performance monitoring, and continuous improvement of global sales outcomes. This is a great opportunity to build a career in the Salesforce domain. Interested candidates looking to grow in Salesforce are encouraged to apply. This role offers hands-on exposure to real-world Salesforce projects.

KEY RESPONSIBILITIES. Prepare, manage, and publish the weekly Sales Pipeline & Closure report, providing a comprehensive global view of sales performance, pipeline status, and closed-won/closed-lost deals. Develop and maintain weekly, bi-monthly, and monthly reports to effectively track sales and business development performance. Prepare region-specific reports for Sales leadership and separate reports for Business Unit (BU) Heads. Build and maintain the Sales & Marketing KPI Tree to monitor regional performance metrics and support data-driven decision-making. Collaborate with Sales leadership to forecast monthly new sales (Pledge) and manage Pledge MIS, including timely updates in Clari. Support the CFO function by preparing presentation decks for Global and Legacy pipeline comparisons against prior-year performance. Consolidate BD Notes on a bi-monthly basis to drive reporting insights. Provide reporting support to cross-functional teams, including base files for the Global Sales Call deck. Track and analyze BD Notes statistics to help Regional Sales Managers identify trends and insights. Manage and respond to pipeline and opportunity-related requests within Salesforce, ensuring data accuracy and consistency. Update and monitor sales targets and overall performance tracking. Address sales-related ad-hoc data and reporting requests in a timely manner. KEY COMPETENCIES. MBA (Finance) from a reputed institution. Hands-on experience with Salesforce, Advanced Excel, and data visualization tools such as Power BI. Solid understanding of sales pipeline management, opportunity tracking, and performance monitoring. Strong analytical and data interpretation skills. Strong stakeholder management capabilities, with experience engaging with senior leadership. Ability to collaborate effectively across cross-functional teams including Sales, Finance, and Delivery Candidates with strong communication skills and a willingness to learn are encouraged to apply. Freshers and experienced professionals meeting the above criteria are welcome to apply. Only candidates matching the required skill set and experience level will be considered.