Strategic Financial Pricing Insights Analyst
Strategic Financial Pricing Insights Analyst
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1 Vacancy
Job Description
Required Qualifications
Bachelors degree in Finance Accounting and/or Business - 3 years experience working in a financial/business analyst role and/or internal/external strategy
- Established Microsoft Excel and PowerPoint skills to manipulate model and analyze large/complex volumes of data
Preferred Qualifications
Insurance/Financial licenses Six Sigma Project Management CPA CFA and/or actuarial certification - Technical analytical and critical thinking skills with demonstrated ability to analyze and solve complex problems and drive change
- Proven interpersonal skills and the ability to interact with all levels of the organization including senior management
- Proven written and verbal communication skills including the ability to develop and deliver presentations that synthesize complex problems and recommended solutions
- Experience creating the financial story/storytelling results
- Prioritization skills with a clear focus on results
- Initiativetaking and selfdirected work style who seeks regular proactive feedback from supervisor
- Demonstrated ability to meet project deadlines and work within a fast paced project driven and team environment.
- Knowledge of and passion for the financial services industry
Skills
Decision Making and Critical Thinking:Knowledge of the decisionmaking process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Financial Analysis:Knowledge of tools and approaches of financial analysis; ability to read interpret and draw accurate conclusions from financial and numerical material.
Financial Forecasting and Modeling:Knowledge of processes tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
Process Management: Knowledge of business process improvement tools and techniques; ability to understand monitor update control or enhance existing business or work processes.
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ABOUT EQUITABLE
At Equitable were a team committed to helping our clients secure their financial wellbeing so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall wellbeing flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the EVerify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources ator email us at.
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
The Senior Strategic Financial Analyst is a member of the Pricing Insights and Analytics team within the Wealth Management organization. In this highly visible role you will have the opportunity to shape business decisions and strategy through business insights gained from the development of analytics and models.
Key Job Responsibilities
Support in the development of Equitables strategic objectives to ensure its continued discipline for growth and profitability. - Financial analysis including reviewing all aspects of advisor compensation design and performance
- Build financial models that help forecast business outcomes under various scenarios
- Support assumption development for forecasting models
- Analyze data to provide strategic insights; identify issues structure problems and generate actionable recommendations using formal problemsolving frameworks and critical thinking
- Research competitors in the market to provide management with meaningful analysis to benchmark advisor margins vs. peers
- Create dashboards with actionable metrics to help manage and understand trajectory of business
- Develop presentations for senior/executive management which provide insight and recommendations on complex financial topics
- A successful candidate will be expected to manage multiple complex assignments and competing priorities and must be comfortable working in an ambiguous environment. This highperforming team works with a resultsdriven approach and transparent communication.
The base salary range for this position is $68000 $90000. Actual base salaries vary based on skills experience and geographical location. In addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and shortterm incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees Equitable provides a full range of benefits. This includes medical dental vision a 401(k) plan and paid time off. For detailed descriptions of these benefits please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Experience:
IC
Employment Type
Full-Time
