Strategic Planning & Budgeting Senior Analyst

Strategic Planning And Performance Management Sr. Analyst

As part of the Strategic Planning and Performance Management team, the Sr. Analyst is responsible for customer acquisition & retention budget & transaction planning for the Residential line of business. The successful candidate will have strong experience in collecting, modeling, analyzing, and interpreting complex data sets to help support business decisions. This role works closely with marketing channel owners and the finance teams to evaluate opportunities and set targets for go to market strategies.

Key Accountabilities

• Lead collaborative process to develop robust, marketing transaction and budget forecasts that reflect thoughtful strategic planning, collaboration/coordination with channel managers, financial discipline and creative thinking.
• Design and implement data models and simulations to forecast trends and patterns using advanced analysis and tools such as Python and integrate into repeatable dashboard (Tableau/Power BI).
• Identify areas of improvement and implement solutions to streamline, integrate and automate processes using advanced analytics tools to improve efficiency and accuracy.
• Calculate and forecast profitability of campaigns; perform sensitivity analysis for key assumptions and market scenarios.
• Prepare business case evaluationsincluding NPV, ROI, and Customer Lifetime Value analyses to provide cost-benefit recommendations on channel proposals and initiatives.
• Update and participate in management presentations on campaign and channel-specific key drivers/metrics/performance to optimize channel mix and spend.

Education, Experience & Skill Requirements

• 4+ years of work experience in quantitative business function which includes financial analysis, executive level reporting, accounting entries and data analysis.
• Experience gained through college degree programs and/or certifications is applicable to above skills.
• Understanding of general accounting principles preferred.
• Must have advanced experience in data modeling (Excel), with proficiency in SQL programming and statistical software, such as Snowflake, Python and data visualization tools (Tableau/Power BI) and exposure to prompt engineering.

Key Metrics

• Excellent analytical, problem-solving organizational, and time management skills, with the ability to work independently, proactively pursue business growth opportunities as a self-starter, and manage diverse range of projects simultaneously.
• Ability to gain content knowledge quickly and a demonstrated ability to work effectively in a rapidly changing environment.
• On time and accurate delivery and development of insightful forecasts, marketing spend tracking and transaction planning.
• Strong oral and written communication skills, good presentation skills, and excellent interpersonal skills with the ability to work comfortably with all levels of employees, management and leadership.
• Track record of working cross functionally and holding other teams accountable for on-time and accurate contributions to processes.
• Ability to leverage advanced analytics tools to convert large complex data into actionable business insights via dashboard visualization.

Job Family: Marketing

Company: Vistra Retail Operations Company

Locations: Irving, Texas Texas

We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today!

It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws.

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