Lead Business Planning Analyst
October 2
Description
• The Lead Business Planning Analyst will be responsible for development & maintenance of datasets, modeling, reporting, and analysis within Retail Planning with a focus on holistic support that optimizes the speed & quality of data-driven decision making across Retail Markets. • This position reports directly to the AVP, Retail Business Planning and will support all functional areas of the Retail Business Planning Team to include Expense Management & Optimization as well as Sales & Commissions. • This role will require the ability to build strong relationships with business stakeholders & leaders across Retail, HR, and Finance teams and provide subject matter expertise related to Sales, Expense, Staffing & Projects. • With a strategic perspective, the Lead Analyst will ensure greater awareness, alignment, and enhanced modeling to support the Retail Markets strategic and financial plan. • Ability to objectively challenge and influence Retail to ensure processes and activities are geared for optimal net income and profitability performance. • Supports Retail, in partnership with Finance, through cyclical processes (annual planning, target-setting, budget-setting, forecasting and financial reporting) and strategy-based processes (strategic initiatives, multi-year planning and capital planning). • Facilitates building out new processes in Retail through partnerships with Finance. • Conduct targeted analyses on high-priority topics and initiatives to support the Retail Business financial and operational execution to Retail strategies and goals. • Leverages scenario modeling to consider future outcomes to inform the Retail Business Unit strategy and planning. • Analyzes and interprets information in sophisticated and audience appropriate ways; helps tell the Retail financial and strategic story. • Analyze and maintain Retail driver-based expense and forecast models, including headcount tracking and forecasts, to illustrate impact and return of near-term and longer-term strategic goals within the Retail portfolio; Work with stakeholders and utilize benefit outcome analysis to recommend optimal investment mix to maximize Retail expenses & portfolio value. • Analyze underlying information trends to inform business and financial forecasts. • Analyze operational and behavioral metrics to support business decisions.
Requirements
• BA/BS in Economics, Finance or similar discipline with analytical bias • Financial Services knowledge; insurance industry preferred • 6+ years’ experience in a corporate finance / portfolio management environment with heavy emphasis on analytics • Strong background in finance, with considerable analytical skills and the ability to take raw data, analyze it and present it to senior management to aid in the decision-making process across key areas of business • Strong knowledge of financial modeling & reporting • Strong knowledge & experience of modeling & reporting via Excel, PowerPoint, SQL, Smartview, and Onestream • Experience supporting strategic and financial initiatives
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