Senior Commercial Planning Analyst, Data / AI

🕒 February 5

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banco BV

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1993

💸 Finance

🏦 Banking

💳 Fintech

💰 Debt Financing on 2022-07

Finance • Banking • Fintech

banco BV is a financial institution that offers a wide range of banking services to both individual consumers and businesses. It provides personal and corporate accounts, credit cards, loans, financing for vehicles and solar energy, insurance solutions, and investment services. The bank also focuses on digital solutions, such as mobile banking apps and open finance initiatives, to enhance accessibility and customer experience. As a versatile financial entity, banco BV caters to both private and corporate clients, providing comprehensive banking and financial services.

📋 Description

• Produce executive materials for commercial management (Pipeline, Account/Business Plans), ensuring clarity, accuracy and consistency of information; • Structure and model databases for metrics such as revenue, profitability, pipeline and portfolio, ensuring reliability and standardization; • Apply AI to evolve existing dashboard models and improve efficiency in data use; • Participate in the budgeting process for target creation, cascading and contracting; • Monitor targets and performance, providing critical insight and accuracy in interpreting results; • Act in a consultative manner with stakeholders (Banking, Products, Risk, Treasury and Finance), translating needs into analyses and structured deliverables

🎯 Requirements

• Strong experience in data structuring and dashboard creation using Power BI (modeling / Power Query), Power Apps and Python to organize databases, create workflows and enable executive analyses; • Technical knowledge: Microsoft Office (advanced), especially Excel and PowerPoint. Power BI, SAS, Machine Learning, data structuring and CRM (e.g., Dynamics or Salesforce); • Degree in Engineering, Economics, Statistics, Business Administration, IT, Data Science/Engineering or related fields; • Experience in Commercial/Strategic Planning, FP&A or Analytics; • Highly proactive profile, sense of ownership, analytical capability applied to data, organized and detail-oriented, with good communication and teamwork skills; • Availability to work in a hybrid model in the Morumbi area (near Morumbi CPTM station).

🏖️ Benefits

• Diversity and inclusion • Best financial institution to work for in Brazil according to Great Place to Work (GPTW) 2025 • Diversity Seal in the Women category