Job description

Position: Account Analyst- Commercial & Mortgage loan Location: Plano, Texas (4 days Hybrid) Duration: Contract Job ID: 180203 Job Overview: As a Commercial Operations Analyst, you will support the optimization of commercial processes, tools, and reporting to drive revenue growth and operational efficiency. This role partners closely with sales, finance, marketing, and supply chain teams to provide data-driven insights, streamline workflows, and ensure accurate execution of commercial strategies. You will leverage analytical skills, business acumen, and strong communication to support decision-making and continuous improvement across the commercial organization. Responsibilities: • Analyze sales, pricing, and customer data to identify trends, opportunities, and risks that impact commercial performance. • Develop, maintain, and enhance recurring reports and dashboards to support sales, finance, and leadership teams. • Support the development and execution of commercial strategies, including promotions, pricing changes, and product launches. • Collaborate with cross-functional teams to improve commercial processes, tools, and systems for greater efficiency and accuracy. • Assist in forecasting, demand planning, and pipeline analysis to support revenue and volume targets. • Validate data integrity across multiple systems and resolve discrepancies in coordination with relevant stakeholders. • Prepare presentations, summaries, and recommendations for management based on analytical findings. • Support the implementation and optimization of CRM or other commercial platforms, including user training and documentation. • Monitor key performance indicators (KPIs) and service-level metrics, recommending corrective actions where needed. • Participate in special projects and ad hoc analyses to support strategic initiatives and continuous improvement. Qualifications: • Bachelor’s degree in business, finance, economics, data analytics, or a related field. • Experience in a commercial operations, sales operations, business analysis, or similar analytical role. • Strong analytical and quantitative skills with the ability to interpret complex data and translate it into actionable insights. • Proficiency with Excel and experience with reporting/BI tools (e.g., Power BI, Tableau, or similar). • Familiarity with CRM or ERP systems and commercial processes such as pricing, promotions, and forecasting. • Excellent communication skills, with the ability to present findings clearly to both technical and non-technical stakeholders. • Strong attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment. • Demonstrated problem-solving skills and a continuous improvement mindset. • Ability to work both independently and collaboratively within cross-functional teams. • Experience in consumer goods, manufacturing, or a similar industry is a plus. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: • Pay any fee to be considered for, submitted to, or selected for any opportunity. • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. • Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $30- $35/hr The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at legal@pinnacle1.com During the hiring process, we may use artificial intelligence (AI) tools to assist in evaluating information related to your application. These tools may help analyze job-related qualifications or assist recruiters in reviewing applications and interview responses. AI-generated information is one factor considered in our hiring process. Final employment decisions are made by qualified hiring personnel and are not based solely on AI-generated recommendations. #LI-AS2

Requirements

Must-haves

Position: Account Analyst- Commercial & Mortgage loan
Location: Plano, Texas (4 days Hybrid)
Duration: Contract
Job ID: 180203
Analyze sales, pricing, and customer data to identify trends, opportunities, and risks that impact commercial performance.
Develop, maintain, and enhance recurring reports and dashboards to support sales, finance, and leadership teams.
Support the development and execution of commercial strategies, including promotions, pricing changes, and product launches.
Collaborate with cross-functional teams to improve commercial processes, tools, and systems for greater efficiency and accuracy.
Assist in forecasting, demand planning, and pipeline analysis to support revenue and volume targets.
Validate data integrity across multiple systems and resolve discrepancies in coordination with relevant stakeholders.
Prepare presentations, summaries, and recommendations for management based on analytical findings.
Support the implementation and optimization of CRM or other commercial platforms, including user training and documentation.
Monitor key performance indicators (KPIs) and service-level metrics, recommending corrective actions where needed.
Participate in special projects and ad hoc analyses to support strategic initiatives and continuous improvement.
Bachelor’s degree in business, finance, economics, data analytics, or a related field.
Experience in a commercial operations, sales operations, business analysis, or similar analytical role.
Strong analytical and quantitative skills with the ability to interpret complex data and translate it into actionable insights.
Proficiency with Excel and experience with reporting/BI tools (e.g., Power BI, Tableau, or similar).
Familiarity with CRM or ERP systems and commercial processes such as pricing, promotions, and forecasting.
Excellent communication skills, with the ability to present findings clearly to both technical and non-technical stakeholders.
Strong attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
Demonstrated problem-solving skills and a continuous improvement mindset.
Ability to work both independently and collaboratively within cross-functional teams.

Nice-to-haves

Experience in consumer goods, manufacturing, or a similar industry is a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: bullhorn
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto