Description

This role primarily focused forecasting, planning and decision support with a primary focus on metrics/KPI. Responsible for conducting business performance analysis to assess risk and opportunities, incorporating trend analysis to assess business implications. Creates, maintains and enhances models used in decision support and analyzing segment performance. Partners with the business to adjust assumptions or offer parameters

Key Responsibilities

Develop, improve and operate Planning/ Forecasting models and perform analysis (variance, trend etc).

Primary focus on Client & Advisor Metric model with future enhancements.

Create consolidate governance, risk assessment reports, leader assessments and global surveys – focusing on providing business context.

Assist in developing commentary around business results. Perform independent analysis using multiple data sources to derive root cause and track benefits of p...