Finance Analyst - Envision, LLC

Finance Analyst

This role is ideal for an individual with strong financial analysis and business acumen skills to lead the updating and development of a consumer loyalty program financial business case on behalf of our client. This role is instrumental in delivering high-impact financial modeling and analyses that will inform the overall loyalty program design. The role may also support additional loyalty program and incentive program performance and financial analysis including standardizing a loyalty financial analysis approach and methods to deliver to multiple clients. 

Responsibilities

• Financial Analyst will lead the development of a client loyalty program business case, bringing existing strong ROI analysis and loyalty mechanics (engagement, lifetime value, breakage, etc.) understanding to the team and client.
• Conduct comprehensive customer analysis as needed to inform the business case - including current program activity, customer engagement and financial impact.
• Incorporate and share emerging approaches impacting customer loyalty and engagement as related to financial modeling and business case development.
• As a Financial Analyst, you will coach and consult the client and internal loyalty management team on managing loyalty currency and/or a loyalty program P&L from a client perspective.
• Work with the client's finance & accounting teams and internal decision sciences team to understand program and client metrics to support the business case development and be able to present the business case to key client stakeholders.

Requirements
 

• Bachelor's degree (Master's degree highly preferred) in Finance, Business Analytics, or similar
• 3-6+ years of experience.
• Strong financial analysis, ROI modelling and business case development skills (in the context of Loyalty and Rewards Programs highly preferred).
• Excellent organizational skills and the ability to handle multiple tasks simultaneously, work under aggressive timelines and work creatively and analytically in a time-limited, problem-solving environment.
• Loyalty industry knowledge and understanding specifically in the area of loyalty program financial performance and benefit/cost projections.
• Ability to collaborate, consult and present at various levels of brand organization and various stakeholders across the brand enterprise.