Strategic Planning Specialist I

TXU Energy; Irving (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Vistra is seeking a Specialist I in Irving, TX, to support Strategic Planning and Performance Management. You will manage customer acquisition and retention budgets, structure analyses, and model data to produce leadership dashboards.

The role emphasizes forecasting, variance analysis, and communicating insights to channel owners and finance teams for go-to-market decisions.

Qualifications

• 7+ years of work experience in FP&A, Data Science, Revenue Management or Business Intelligence.
• Bachelor’s degree with 5+ years or Master’s with 4+ years or equivalent 7+ years of experience.
• Bachelor’s degree in Finance, Economics, Business or Data Analytics preferred.

Responsibilities

• Lead budgeting, forecasting, and transaction planning for marketing and channels.
• Build data models and simulations to forecast trends and integrate dashboards (Tableau/Power BI).
• Automate processes using advanced analytics to improve efficiency and accuracy.
• Forecast profitability of campaigns and perform sensitivity analyses on key assumptions.
• Prepare business case evaluations (NPV, ROI, CLV) for channel proposals and initiatives.
• Create and present dashboards highlighting drivers and spend to optimize channel mix.

Skills

Data modeling

SQL

Snowflake

Python

Tableau

Power BI

Analytical thinking

Prompt engineering

Education

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

Master’s degree preferred

Tools

Snowflake

Tableau/Power BI

Job description

Job Summary

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.

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.

Company

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.

Vistra (NYSE: VST) is a leading Fortune 500 integrated retail electricity and power generation company based in Irving, Texas, that provides essential power resources to customers, businesses, and communities from California to Maine. Vistra is the largest competitive power generator in the U.S., with a capacity of approximately 41,000 megawatts, or enough to power 20 million homes, operating in all of the major competitive wholesale markets in the country. Vistra is a leader in the energy transformation and expansion with an unyielding focus on reliability, affordability, and sustainability, powered by a diverse portfolio that includes natural gas, nuclear, coal, solar, and battery energy storage facilities. The company continues to grow its zero-carbon resources, operating the second-largest fleet of competitive nuclear power plants in the country, substantial battery energy storage capacity, and a growing number of solar facilities. Vistra is one of the largest competitive electricity providers in the country and takes an innovative, customer-centric approach to retail, offering solutions to meet customers’ needs, including more than 50 renewable energy plans. Through its family of retail brands, Vistra serves approximately 5 million residential, commercial, and industrial retail customers. As a leader in the responsible transformation of the country’s energy supply, Vistra has made significant progress towards its 2030 and 2050 targets. The company has committed to a 60% reduction of Scope 1 and 2 greenhouse gas emissions by 2030, as compared to our 2010 baseline, and net-zero carbon emissions by 2050, assuming necessary technological advancements and public policy incentives are achieved. Learn more about our environmental, social, and governance efforts and read the company’s sustainability report at https://vistracorp.com/sustainability/. Vistra’s hardworking team is committed to its purpose, "lighting up lives, powering a better way forward" and is guided by four core principles: we do business the right way, we work as a team, we compete to win, and we care about our stakeholders, including our customers, our communities where we work and live, our employees, and our investors. Learn more about how Vistra is powering a better way forward at vistracorp.com.

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.