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Job Summary
The Financial Strategy Team is responsible for working with its partners to help educate and drive profitable decisions for the business.
The Lead Financial Strategy Analyst independently analyzes, models, and forecasts private label and co-brand credit card portfolio performance to support internal partners and leadership, in addition to developing client contract deal structures, promotional pricing, file performance tracking, file automation and maintenance, and ad hoc projects as needed.
The Lead Analyst may be responsible for training, developing, and leading other analysts as well as managing relationships with key internal partners.
They do this through a disciplined data-driven approach and a thorough understanding of portfolio profitability while being able to effectively present analyses to all levels of management and effectively communicate and represent the team.
Job Description
Essential Job Functions
Review and evaluate
– Analyzes and forecasts elements of financial performance based on information obtained independently via SQL, Essbase, MicroStrategy, etc., and publishes reporting/findings as needed.
Analyzes client performance and compares actual performance to expected performance.
Owns and leads ad hoc assignments as needed, including interdepartmental projects and analyses.
Understands file harmonics and demonstrates ownership of financial models and outputs.
Presents findings and work to all levels of management and influences outcomes and decisions.
Reviews work of other analysts and provides constructive feedback.
Utilizes knowledge of databases and Microsoft Office tools such as Word, Advanced Excel, PowerPoint, and Teams to execute daily work.
Create and design – Brings opportunities to the process based on portfolio trends.
Leads internal client discussions and presents to brand partners as needed.
Identifies objectives and success metrics, proactively raises concerns, and makes strategic recommendations.
Responsible for researching competitor information.
Able to maintain organization in order to multitask and prioritize projects while adhering to deadlines both for self and team.
Examples of duties may be, but are not limited to, creating Client Performance Reports, reviewing client P&Ls, reviewing and analyzing marketing campaigns, reviewing client performance and driving recommendations to improve profitability, etc.
Able to assist and train other analysts regarding key job duties while demonstrating business perspective.
Works with minimal supervision to help identify and solve problems.
Creates management ready analyses and presentations with minimal oversight.
Reporting – Creates and updates ad hoc reporting based on business needs.
Maintains key reports used to analyze credit portfolios.
Develops and provides key financial reporting for the team and internal partners.
Strongly attentive to detail and quality of information.
Able to review other’s work for content and accuracy and coach as needed.
Utilizes knowledge of Microsoft Office tools such as Word, Excel, PowerPoint, and Teams to execute daily work.
Independently leverages data sources such as Essbase, SQL, and Microstrategy to build and maintain reports.
Reports to Director, Financial Strategy /Manager, Financial Strategy
Working Conditions/ Physical Requirements Normal office environment..
Direct Reports
0-2, Financial Strategy Analyst/Senior Financial Strategy Analyst
Minimum Qualifications:
Associate’s Degree or equivalent business experience in Finance, Accounting, Economics, Analytics, or similar
four or more years in Financial Services field, Using software such as advanced functions in Excel, SQL, etc.
to complete advanced analysis and reporting.
Preferred Experience:
Bachelor’s Degree in Finance, Accounting, Economics or similar field of study
five or more years in Financial Services field, ideally private label and/or bankcard credit
Education:
Certifications:
Work Experience
Skills
Ad Hoc Reporting, Competitor Research, Credit, Data Analytics, Excel Formulas, Excel Pivot Tables, Financial Forecasting, Hyperion Essbase, Management Reporting, MicroStrategy, P&L, Profit Management, Structured Query Language (SQL)
About Alliance Data Card Services
Alliance Data Card Services provides market-leading private label, co-brand, general purpose and commercial credit card programs, digital payments and Comenity-branded financial services.
Using the industry’s most comprehensive and predictive data set, advanced analytics, and broad-reaching capabilities, Alliance Data Card Services has been helping partners increase sales and provide greater value to their customers for more than 30 years.
Follow Alliance Data Card Services on Twitter , Facebook , LinkedIn and Instagram .
About Bread ®
A division of Alliance Data, Bread is a leading digital payments company that works with merchants and partners to personalize payment options for their customers.
Through its full-funnel recommendation engine, Bread empowers merchants to sell more, improve conversion and lift average-order-value.
Follow Bread on Twitter , Facebook and LinkedIn .
Alliance Data Card Services and Bread are a proud part of the Alliance Data enterprise, a FORTUNE 500 and S&P MidCap 400 company headquartered in Columbus, Ohio with approximately 8,000 associates worldwide.
Alliance Data offers a competitive salary, a comprehensive selection of benefit options including 401(k).
All job offers are contingent upon successful completion of credit and background checks.
Alliance Data is an Equal Opportunity Employer.
Alliance Data will provide accommodations to applicants needing accommodations to complete the application process.
Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for Alliance Data.
Alliance Data participates in E-Verify.
Alliance Data will consider for employment qualified applicants with criminal and credit histories in a manner consistent with the requirements of all applicable laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.
Alliance Data complies with the Americans with Disabilities Act (ADA), as amended, and all applicable state/local laws.
Applicants with disabilities may contact Alliance Data to request an arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time.
Please contact the Recruiting Team at TaOps@alliancedata.com .
Job Family:
Accounting / Finance
Job Type:
Regular
Alliance Data has a singular focus: to measurably change consumer behavior and grow business for our clients through data-driven marketing, loyalty and payment solutions.
We attract and retain the very best talent on the planet.
So, when you join Alliance Data, you’re given everything you need to succeed.
We value bold, innovative thinking, and always support each other.
It’s who we are.
It’s what we do.