Agency Business Planning & Analytics Senior Manager
Core
Senior business partner supporting strategic planning, performance management, and analytics for Agency Distribution to optimize performance and achieve financial objectives.
Role type
Senior IC business planning & analytics manager
Builds
Agency business plans, performance frameworks, management reports, and dashboards
Domain
Life insurance / Financial services distribution
Deliverable
dashboards & analysis
Required skills
Financial analysis, forecasting, scenario simulation, advanced Excel, Power BI, data visualization, stakeholder management, business strategy, numerical analysis, process optimization
Preferred skills
Bachelor's degree in Mathematics, Finance, Business Management, or Statistics
Technologies
Microsoft Excel, PowerPoint, Power BI
Responsibilities
Develop and execute agency business plans and strategic initiatives; provide advanced analytics and scenario simulations for management decisions; manage financial planning for Promo-Related Expenses and Controllables; oversee preparation of management reports and dashboards; translate complex data into executive-level insights.
Seniority
Senior, hands-on IC