Senior Associate – Partner Income & Performance

This role covers two main areas of the partner office: partner income and the performance portal & Dashboards.  As a Partner Office Senior Associate, you will work with the wider partner office team supporting the partner income lead and maintaining and updating the partner performance portal.  You will also be required to assist in implementing changes to partner office dashboards and monitoring project progress. You will be involved in supporting projects and enhancing our reporting.

Responsibilities

Partner Income 

• Partner income modelling
• Managing various partner income reconciliation (such as Target and Actual)
• Final distribution calculations
• Various income analysis (diversity, rating distribution etc)
• Supporting Line of Services moderation
• Year end partner income analysis and relevant reporting to leadership
• Any adhoc reports and modeling relating to partners income

Performance Portal
Key activities include : 

• Ensuring the Performance Portal is kept updated, ensuring access levels are maintained and track the goal setting process.
• Work with Partner Office (PO) team lead to align th KPIs that will form part of the partner goals
• Liaise with the tech team to ensure the agreed KPIs are developed and working in the portal including testing through to production
• Support leadership in launching the Goals
• Maintain and track the goal setting progress, support partners with approval

Partner Dashboards
Key activities include

• Upload and maintain partner dashboard
• Upload KPI targets
• Work with Tech team providing support with financials data loading in the dashboard
• Manage the monthly validation, testing and resolve any variances
• Enhance current dashboards and oversee the implementation of these changes
• Ad-hoc reporting

Requirements

• Previous background in Finance preferred
• Strong analytics and good understanding of Financials desired
• Creative individual with a passion for driving change
• Fluent in spoken and written English
• Strong interpersonal and communication skills
• Must be a self-motivated
• Clients (partners) support centric
• Excellent organisational skills, with the ability to prioritise workload whilst being resilient and able to cope well under tight deadlines and flexible as per business requirements
• Ability to work on multiple tasks at the same time, often involving multiple stakeholders
• Competent in Google suite and the PwC brand/toolkit
• Knowledge of power BI tools would be an advantage
• Strong attention to detail