Business Strategy Analytics Lead (HYBRID)

What You Will Bring

Required Qualifications:

• Bachelors degree in Finance Accounting and/or Business

• 5 years experience working in a financial/business analyst role internal/external strategy and/or business partner role

• 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 designation

• 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/story-telling results

• Prioritization skills with a clear focus on results

• Initiative-taking and self-directed 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 decision-making 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.

About Equitable

At Equitable were a team committed to helping our clients secure their financial well-being 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 toleveragetheir 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 well-being 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 Careers at Equitable to learn more.

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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: Equitableparticipatesin the E-Verify 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 at or email us at .

About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwevehoned since 1859.

Equitable is looking for a Business Strategy Analytics Lead to join the Pricing Insights and Analytics team within the Wealth Management organization. This is a highly visible opportunity to make an impactusing analytics and modeling to uncover insights that guide important business decisions and strategy.

What Youll Be Doing

• Evaluate financial and strategic impact of advisor hires deals and growth initiatives through modeling and scenario analysis

• Lead development and ongoing enhancement for underwriting models for experienced hire loan offers succession planning and practice acquisition

• Monitor and optimize debt recovery programs

• Partner with Accounting and Field Leadership to assess opportunities risks and financial outcomes

• Analyze key business drivers (revenue expenses advisor productivity margins) and translate insights into actionable recommendations

• Build and maintain financial models to assess profitability scalability and long-term value of business development strategies

• Conduct competitive benchmarking to evaluate and strengthen program positioning

• Prepare executive-level presentations and materials summarizing insights risks and recommendations for senior leadership

• Identify trends and opportunities to improve business development strategy processes and decision-making

A successful candidate will be expected to manage multiple complex assignments and competing priorities and must be comfortable working in an ambiguous environment. This high-performing team works with a results-driven approach and transparent communication.

This position offers a hybrid work schedule with an onsite presence of 23 days per week combining flexibility with team collaboration.

The base salary range for this position is$92000 - $135000. Actual base salaries vary based on skills experience and geographical addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and short-term 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