Senior Proposal Analyst Senior Proposal Analyst …

à Heathrow, FL, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
à Heathrow, FL, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Senior Proposal Analyst
Senior Proposal Analyst Lake Mary/en-US/DHC/job/Lake-Mary/Senior-Proposal-Analyst_REQ0920_0016648/apply Proposal Analyst

The Proposal Analyst is responsible for the assessment, planning and on-time completion of assigned request for proposal (RFP) projects, consultant questionnaires and other information requests. The Proposal Analyst completes these projects in accordance with client requirements and company standards to help the company win business.

Knowledge and Skills
  • Effective planning and problem-solving skills
  • Moderate understanding of banking or credit union operations
  • Strong research, decision-making, and organizational skills
  • Strong writing and verbal communication skills
  • Previous experience managing multiple complex projects under tight deadlines with many stakeholders preferred
  • Knowledge of sales principles preferred.
Experience Required
  • 3-5 years experience working at a financial institution or financial software company
  • Working knowledge of more than one financial software solutions including core, internet banking, lending, risk management, payments, or branch automation
  • Proposal writing experience strongly preferred
  • Documentation or other large-document production experience preferred
  • Intermediate knowledge of Microsoft Word and Excel preferred
  • Familiarity with SharePoint and Office 365 tools a plus
  • Familiarity with RFPIO proposal automation a plus
Education Required
  • Bachelor's degree or equivalent experience in Business, Marketing, Sales, English, or Journalism.
  • PMI certification a plus
  • Project Management
  • Complete assigned RFP projects on time and in accordance with client requirements and company standards to help win business.
  • Initiate, plan and execute project requirements for each assigned RFP; manage multiple projects under tight deadlines
  • Use proposal automation and intranet tools to log, complete and track projects and documents.
  • Assessment & Research
  • Review requests for proposal to assess proposal requirements and report results to sales.
  • Assess incoming requests for proposal documents to develop answer strategies, plan subject matter resource needs, and schedule production requirements.
  • Research answers using proposal automation software and interaction with subject matter experts.
  • Collaboration
  • Identify subject matter experts in the company, send requests for answers and incorporate responses into RFPs
  • Collaborate with pricing team and other functions to ensure all related project components are completed.
  • Writing / Knowledge Management
  • Write new answers as needed, translating highly technical information in clear, concise language.
  • Communicate value propositions through strong and differentiating messages.
  • Create and update proposal automation software with RFP answers.
  • Production:
  • Ensure accuracy and compliance with corporate policies for information disclosure in the sales cycle
  • Manage RFP printing and shipping and electronic file preparation and transmission
  • Other duties as assigned.


The above statements describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential job functions. If you need assistance or an accommodation due to disability please contact your recruitment partner.


Posted YesterdayFull timeREQ0920_0016648

Finastra: Who are we?

At Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. Were one of the worlds largest FinTechs working with over 9,000 customers, including 90 of the top 100 banks globally. Our scale and reach allow us to build long-lasting relationships that put our customers and their customers first.

Your future at Finastra

We believe that the future of finance is OPEN. By focusing on OPEN Collaboration and OPEN Finance, supported by our OPEN Platform, we can create financial inclusion and open innovation for everybody. Our people are our greatest asset and we provide an environment where you can develop and grow your career. From graduates to experienced professionals, were leaders in our roles and a key part of making Finastra one of the worlds leading FinTechs.

Why join us

Alongside amazing colleagues and engaging work, we want to help you get the best out of your career. We offer continuous learning and development to take your skills to the next level. Its not just about being the best you can be at work we also a variety benefits to make your non-work life better; including paid holiday, flexible working, pension, health and well-being initiatives and many more. If youre looking to build your career, work with experts and most of all have fun, join us.

At Finastra the future of finance is open. For more information please view our website: .


Finastra is an Equal Opportunity Employer in the United States. Qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, handicap or disability (physical or mental), Vietnam-era or disabled veteran status, and other factors protected by state and local laws. For more information please read Finastra's .

Submitting applications for posted positions authorizes Finastra to retain personal data in accordance with applicable laws. For more information about data processing and your rights, please read Finastra's applicable Privacy Policies: for candidates within the European Economic Area (EEA & Swizerland), please refer to the ; for others, please refer to . If you have any questions, please contact the Privacy Department at:, or your recruitment primary contact.

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