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The role requires strong communication, problem-solving, critical thinking, and influencing skills to effectively:
Critically evaluate data and option sets to present recommendations
Partner with Rewards teams and business leadership to assess the financial implications of Rewards liability and trends, providing insights to optimize value for both customers and the business
Develop presentations to communicate business and analysis results to senior leadership audiences
General Responsibilities:
Financial analysis & reporting: Accurately analyze and explain revenue and expense implications of Rewards liability, report key updates to leadership as part of quarterly management routines, and analyze key drivers of redemption and earn trends
Forecasting, and P&L management: Manage financial planning related to Rewards liability and associated business dynamics
Executive business presentations: Assist in developing presentations to communicate analysis results to senior audiences and clearly articulate insights to leadership teams
Ad hoc analysis: Support analysis of interchange margins, reward expense trends, and other strategic initiatives as needed
Project management and prioritization: Independently manage, prioritize, and delegate tasks, acting as a project lead for certain responsibilities within the team
Process improvement: Continuously evaluate and improve processes related to Rewards tracking, forecasting, and financial impact analysis
Communication: Express strong written and verbal communication skills to effectively influence stakeholders
Basic Qualifications:
Bachelor’s Degree or military experience
At least 2 years of experience in financial analysis
At least 2 years of experience with financial modeling
Preferred Qualifications:
Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
At least 3 years of experience in financial analysis
At least 3 years of experience with financial modeling
Experience in Microsoft Excel and Microsoft PowerPoint
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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