Job Summary

The Lead Business Planning Analyst will support sales forecast modeling & distribution partner analytics. The Lead Analyst will also be an analytical expert across the Retail business, owning cross-functional data and insights to aid company decision making, as well as leading efforts to standardize and automate manual processes and reporting. With a strategic perspective, the Lead Analyst will ensure greater awareness, alignment and modeling of sales & compensation strategies to the Retail strategic and financial plan.

This position reports directly to Director, Retail Business Planning and will work closely with the Retail Planning & Profitability team to support Retail sales forecasting and analytics. This position will be responsible for collaborating within Retail and Finance teams to support analysis to leverage and present financial data to assist Retail leaders in making optimal decisions.

Duties and Responsibilities

• Ability to objectively challenge and influence Retail to ensure processes and activities are geared for optimal net income and profitability performance
• Leads 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.
• Leverage scenario modeling to consider future outcomes to inform the Retail Business Unit strategy and planning
• Analyze and interpret information in a sophisticated and audience appropriate way that supports Retails financial and strategic goals and objectives
• Analyze and maintain Retail sales forecast models, to support compensation monitoring & strategy, 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
• Support the build and ongoing analytics of distribution partner models to understand partnership impacts & support strategy & opportunities for growth
• Analyze underlying information trends to inform business and financial forecasts
• Analyze operational and behavioral metrics to support business decisions

Experience and Education 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; sales compensation & analytical experience preferred but not required
• 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
• Experience supporting strategic and financial initiatives

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