Commercial Planning Manager – Financial Services

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November 14

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Omie

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SaaS • Fintech • eCommerce

Omie is a cloud-based ERP system designed to simplify business management for small and medium enterprises. It offers comprehensive solutions for financial management, sales control, and inventory management, helping businesses to operate more efficiently and effectively. With features such as automated processes, real-time financial monitoring, and seamless integration, Omie empowers entrepreneurs to unlock their growth potential and streamline their operations.

1001 - 5000 employees

Founded 2013

☁️ SaaS

💳 Fintech

🛍️ eCommerce

📋 Description

• Lead the Financial Services planning team. • Support various strategic processes. • Lead the annual strategic and budgeting planning cycle. • Develop and implement analytical models. • Analyze large datasets to identify trends. • Create recurring reports and dashboards. • Collaborate with business teams. • Present analyses to executive-level stakeholders. • Identify opportunities to improve data analysis processes. • Structure and monitor the area's portfolio of strategic projects.

🎯 Requirements

• Degree in Engineering, Business Administration, Economics, Data Science, Statistics, or related fields. • Experience in business and data analysis. • Advanced Microsoft Office skills, especially Excel. • Excellent verbal and written communication skills. • Ability to work independently and collaboratively. • Preferred qualifications: • Experience working at top-tier management consultancies. • People management experience. • Knowledge of BI tools such as Tableau, Power BI, QlikView, or similar. • Familiarity with programming languages such as SQL, Python, R, or similar. • Experience in financial services (banking, payments, credit, etc.).

🏖️ Benefits

• Flexible benefit/meal allowance: R$ 40.00 per working day. • Home office allowance. • Transportation voucher. • Shuttle service for commuting to the office. • Bradesco health insurance. • Amil Dental dental plan. • Pharmacy assistance. • Childcare assistance. • Birthday day off. • Partner gym apps. • Partnerships with online therapy and meditation platforms. • Partnership with SESC (Credencial Plena). • Discounts at universities and educational institutions. • In-company English course. • Insurance discounts program. • Swile Shop: discount platform. • Partnership with Dell: coupons up to R$ 2,000.00. • PPRL (profit-sharing/bonus program). • Travel benefits. • Life insurance.