Strategic Planning Specialist I

vst; Irving (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Vistra Retail Operations Company is seeking an experienced analytics professional to join the Strategic Planning and Performance Management team as Specialist I. You will manage customer acquisition and retention budget planning, build forecasts, and translate complex data into leadership dashboards.

Responsibilities include modeling, FP&A analyses, and presenting channel performance to optimize spend and growth opportunities across the Residential line of business.

Qualifications

• 7 years of work experience in FP&A, Data Science, Revenue Management or BI
• Bachelor's degree in Finance, Economics, Business or Data Analytics preferred
• Advanced experience in data modeling, SQL and/or Snowflake, Python and data visualization tools

Responsibilities

• Lead process to develop robust marketing transaction and budget forecasts reflecting strategic planning and coordination
• Design and implement data models and simulations to forecast trends and integrate into dashboards (Tableau/Power BI)
• Identify improvements to streamline and automate processes using advanced analytics to improve efficiency
• Forecast profitability of campaigns; perform sensitivity analyses on key assumptions
• Prepare business case evaluations (NPV, ROI, CLV) to guide channel proposals
• Create and lead management presentations on campaign drivers and channel performance

Skills

Data modeling

SQL

Snowflake

Python

Tableau/Power BI

Prompt engineering

Education

Bachelor's degree in Finance, Economics, Business or Data Analytics

Tools

SQL / Snowflake

Python

Tableau

Power BI

Job description

Job Summary

As part of the Strategic Planning and Performance Management team, the Specialist I is responsible for managing customer acquisition & retention budget & transaction planning for the Residential line of business. The successful candidate will have strong experience in sourcing, structuring, modeling, analyzing, and interpreting complex data sets into presentation and/or dashboard reporting for leadership. This role works closely with marketing channel owners and the finance teams to evaluate opportunities, set targets for go to market strategies and build counts and financial variance narratives

Job Description

Key Accountabilities

• Lead collaborative process to develop robust, marketing transaction and budget forecasts that reflect thoughtful strategic planning, collaboration/coordination with channel managers, financial discipline and creative thinking
• Design and implement data models and simulations to forecast trends and patterns using advanced analysis and tools such as Python and integrate into repeatable dashboard (Tableau/ Power BI)
• Identify areas of improvement and implement solutions to streamline, integrate and automate processes using advanced analytics tools to improve efficiency and accuracy
• Calculate and forecast profitability of campaigns; perform sensitivity analysis for key assumptions and market scenarios
• Prepare business case evaluations-including NPV, ROI, and Customer Lifetime Value analyses to provide cost-benefit recommendations on channel proposals and initiatives
• Create and lead management presentations on campaign and channel-specific key drivers/metrics/performance to optimize channel mix and spend

Education, Experience & Skill Requirements

• 7 years of work experience in quantitative business functions such as FP&A, Data Science, Revenue Management or Business Intelligence
• Experience gained thru college degree or certifications is applicable to above skills (Bachelor's degree with 5+ years or Master's with 4+ years or equivalent 7+ years)
• Bachelor's degree in Finance, Economics, Business or Data Analytics preferred
• Must have advanced experience in data modeling, SQL and/or Snowflake, Python and data visualization tools (Tableau/Power BI)
• Prompt engineering experience is a plus

Key Metrics

• Excellent analytical, problem-solving organizational, and time management skills, with the ability to work independently, proactively pursue business growth opportunities as a self-starter, and manage diverse range of projects simultaneously
• Ability to gain content knowledge quickly and a demonstrated ability to work effectively in a rapidly changing environment
• On time and accurate delivery and development of insightful forecasts, marketing spend tracking and transaction planning
• Strong oral and written communication skills, good presentation skills, and excellent interpersonal skills with the ability to work comfortably with all levels of employees, management and leadership
• Track record of working cross functionally and holding other teams accountable for on-time and accurate contributions to processes
• Ability to leverage advanced analytics tools to convert large complex data into actionable business insights via dashboard visualization

Job Family

Marketing

Company

Vistra Retail Operations Company

Locations

Irving, Texas

Texas

We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication.

It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws.

If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at [e-mail] to make a request.