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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, budget management, and data visualization, utilizing advanced Microsoft Excel and business intelligence tools to drive decision-making and operational efficiency. Proven ability to collaborate with cross-functional teams and manage vendor relationships to enhance performance and achieve cost savings.
Highest-signal resume keywords
Financial AnalysisBudget ManagementAdvanced Microsoft ExcelData VisualizationVendor Performance Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingForecastingAccrual ProcessesBusiness Performance AnalyticsData AnalysisProcess ImprovementProject ManagementKPI ReportingDashboard DevelopmentCost-Savings Analysis
Soft Skills
CommunicationCollaborationStakeholder ManagementAdaptabilityTraining
Tools & Technologies
Microsoft ExcelPower BITableauGleanMicrosoft Power AppsSAPReadSoftWorkfrontWorkflow Automation ToolsAI-Enabled Reporting Solutions
Industry Keywords
Convention OperationsEvent ManagementTradeshowsMeeting PlanningCommercial Operations
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Partner with Operating Units, Convention Specialists, and Finance stakeholders to develop annual convention budgets, maintain forecasting models, monitor spending, support accrual activities, and identify budget risks and savings opportunities
- Own convention-related financial reporting by reconciling expenses, validating cost allocations, analyzing variances, and ensuring accurate reporting to appropriate cost centers
- Develop and maintain dashboards, automated reporting solutions, KPI reporting, and executive-level analytics
- Use Microsoft Excel, Microsoft Power Apps, Glean, and other analytics and automation tools to improve reporting, streamline workflows, identify data discrepancies, and enhance data integrity
- Serve as a primary liaison between Operating Units and convention stakeholders, facilitating budget discussions, gathering requirements, communicating financial performance, and adapting communication approaches
- Lead vendor performance management activities, including SLA monitoring, vendor scorecards, business reviews, compliance support, performance tracking, and cost-savings analysis
- Support convention operations by managing project timelines, planning documentation, invoice processing, data governance activities, and cross-functional process execution
- Contribute to continuous improvement through process standardization, documentation, automation opportunities, stakeholder training, and implementation of new technologies and reporting capabilities
Requirements
What you’ll need- Bachelor's degree with 5+ years of experience in financial analysis, business analytics, budget management, project management, sales operations, event operations, or related analytical business functions; or Advanced Degree with 3+ years of related experience
- Advanced Microsoft Excel proficiency, including PivotTables, complex formulas, data validation techniques, and analysis of large datasets
- Experience managing budgets, forecasts, financial reporting, accrual processes, or business performance analytics
- Experience developing reports, dashboards, or data visualizations using Power BI, Tableau, Glean, or similar business intelligence and analytics platforms
- Experience partnering with cross-functional stakeholders to communicate data-driven insights, support decision-making, and manage competing priorities
- For Baccalaureate degrees earned outside of the United States, a degree satisfying 8 C.F.R. § 214.2(h)(4)(iii)(A) is required
- Unrestricted U.S. work authorization at the time of hire and for the duration of employment; sponsorship is not offered for roles below Principal level
- Preferred: experience supporting convention, tradeshow, meeting, event, or commercial operations programs
- Preferred: experience with Microsoft Power Apps, workflow automation tools, or AI-enabled reporting solutions
- Preferred: experience managing vendor relationships, supplier performance programs, SLAs, or contract compliance
- Preferred: experience with SAP, ReadSoft, Workfront, or similar systems
- Preferred: experience identifying process improvement opportunities and implementing scalable reporting, analytics, or operational solutions
Benefits
Comp & perks- Competitive salary
- Flexible Benefits Package
- Health insurance
- Dental insurance
- Vision insurance
- Health Savings Account
- Healthcare Flexible Spending Account
- Life insurance
- Long-term disability leave
- Dependent daycare spending account
- Tuition assistance/reimbursement
- Simple Steps global well-being program
- Incentive plans
- 401(k) plan plus employer contribution and match
- Short-term disability
- Paid time off
- Paid holidays
- Employee Stock Purchase Plan
- Employee Assistance Program
- Non-qualified Retirement Plan Supplement
- Capital Accumulation Plan (available to Vice Presidents and above, or subject to IRS earning minimums)
- Remote work arrangement
- Approximately 10% travel to support conventions, vendor meetings, and team collaboration activities
