Strategic Planning & Budgeting Specialist

Strategic Planning And Performance Management Specialist I

As part of the Strategic Planning and Performance Management team, the Specialist I is responsible for managing customer acquisition & retention budget & transaction planning for the Residential line of business. The successful candidate will have strong experience in sourcing, structuring, modeling, analyzing, and interpreting complex data sets into presentation and/or dashboard reporting for leadership. This role works closely with marketing channel owners and the finance teams to evaluate opportunities, set targets for go to market strategies and build counts and financial variance narratives.

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 evaluations including NPV, ROI, and Customer Lifetime Value analyses to provide cost-benefit recommendations on channel proposals and initiatives
• Create and lead management presentations on campaign and channel-specific key drivers/metrics/performance to optimize channel mix and spend

Education, Experience & Skill Requirements:

• 5-7+ years of work experience in quantitative business functions such as FP&A, Data Science, Revenue Management and/or Business Intelligence
• 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, SQL and/or Snowflake, Python and data visualization tools (Tableau/Power BI)
• Prompt engineering experience is a plus

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