Senior Analyst, Portfolio and Budget Optimization

Txu Retail Services Company - Sacramento, CA

Full-time - Mid Level

Sacramento, CA

About the position

The Specialist I position within the Strategic Planning and Performance Management team at Vistra is focused on customer retention budget and transaction planning for the Residential line of business. This role collaborates with marketing channel owners and finance teams to evaluate opportunities and set targets for go-to-market strategies, ensuring effective financial analysis and strategic planning.

Responsibilities

• Lead collaborative process to develop robust marketing transaction and budget forecasts.
• Develop and present campaign and channel-specific key drivers/metrics.
• Calculate and forecast profitability of campaigns; perform sensitivity analysis for key assumptions and market scenarios.
• Prepare business case evaluations, including NPV and ROI calculations, and provide leadership with recommendations on channel proposals.
• Provide insight on Customer Lifetime Value and develop cost benefit analysis for retention activities.
• Perform strategic marketing analysis and make recommendations on channel mix and spend optimization.
• Develop presentations and lead regular management discussions on marketing objectives, strategies, tactics, and performance.

Requirements

• 5-7+ years related work experience in financial analysis, executive level reporting, accounting entries, and data analysis.
• Understanding of general accounting principles.
• Advanced understanding of Excel and experience using Snowflake, Python, and Tableau.