Strategic Planning Specialist I
Core
Manage customer acquisition & retention budget and transaction planning for the Residential line of business, developing forecasts and financial variance narratives.
Role type
Strategic Planning Specialist I (FP&A/Data Science)
Builds
Marketing transaction and budget forecasts, data models, simulations, and management presentations.
Domain
Energy retail operations, marketing, finance
Deliverable
production ML models | dashboards & analysis
Required skills
quantitative business analysis, data modeling, SQL, Python, Tableau/Power BI, NPV/ROI/Customer Lifetime Value analysis, sensitivity analysis, financial variance analysis
Preferred skills
prompt engineering, Bachelor's in Finance/Economics/Business/Data Analytics
Technologies
Python, SQL, Snowflake, Tableau, Power BI
Responsibilities
Lead collaborative process to develop robust marketing transaction and budget forecasts; Design and implement data models and simulations to forecast trends; Calculate and forecast profitability of campaigns; Prepare business case evaluations including NPV, ROI, and Customer Lifetime Value analyses; Create and lead management presentations on campaign and channel-specific metrics.
Seniority
Mid-level (7 years experience)