Senior Portfolio Analyst
24 hours ago
Are you a detail-oriented and analytical professional looking to take your career to the next level? We are seeking a highly skilled Senior Portfolio Analyst to join our Strategic Planning and Performance Management team.
Job Summary
The Senior Portfolio Analyst will be responsible for developing and maintaining robust marketing transaction and budget forecasts, working closely with marketing channel owners and finance teams to evaluate opportunities and set targets for go-to-market strategies.
Key Responsibilities
- Lead collaborative process to develop marketing transaction and budget forecasts that reflect thoughtful strategic planning, collaboration/coordination with channel managers, financial discipline, and creative thinking.
- Develop and present campaign and channel-specific key drivers/metrics.
- Calculate and forecast profitability of campaigns; perform sensitivity analysis for key assumptions and market scenarios.
- Prepare business case evaluations, including NPV and ROI calculations, and provide leadership with recommendations on channel proposals.
- Provide insight on Customer Lifetime Value and develop cost-benefit analysis for a wide array of retention activities.
- Perform strategic marketing analysis and make recommendations on channel mix and spend optimization.
- Develop presentations and lead regular management discussions on marketing objectives, strategies, tactics, and performance.
Requirements
- 5-7+ years related work experience; relevant work experience includes financial analysis, executive-level reporting, accounting entries, and data analysis.
- Understanding of general accounting principles.
- Advanced understanding of Excel and experience using Snowflake, Python, and Tableau.
What We Offer
- Opportunity to work with a global leader in the industry.
- Collaborative and dynamic work environment.
- Competitive compensation and benefits package.
Company Overview
Vistra Corporate Services Company is a leading provider of corporate services, committed to exceeding customer expectations and delivering exceptional results.
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