Senior Analyst, Workplace Pricing

Company Description

About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews [1] and Barron's [2] with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, visit EdelmanFinancialEngines.com and FinancialEngines.com.
© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.
1 Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).
2 The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
[1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
[2] The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Job Description
Edelman Financial Engines seeks a Senior Analyst to join our Workplace CFO team. The primary responsibility of this position is to provide dedicated analytical and strategy support for our Workplace channel. This position will report into the Manager of Sponsor Analytics.
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Principal Duties & Responsibilities:

• Provide distribution teams with pricing strategy and solutions to improve profitability and drive revenue growth.
• Partner with business unit leaders to identify opportunities and provide analytics necessary to run and optimize the business.
• Develop repeatable reporting to help leaders better understand performance and areas of opportunity.
• Assist in the development of goals, key performance indicators, and the ongoing tracking of progress against goals.
• Leverage analytics and the art of story-telling to frame situations in clear and concise documents that provoke discussion and drive action.

Qualifications
Qualifications:

• 5+ years in financial services, including 4+ years in one of the following areas: customer or business analytics, pricing analysis, corporate strategy, FP&A, management consulting
• Bachelor's degree in Finance, Business Administration, Statistics, MIS or related field.
• Strong analytical and problem-solving skills, with practical experience in financial or statistical modelling and quantitative analysis of large datasets.
• Proficient with MS Excel and significant experience with large data sets and supporting tools, e.g. Salesforce Reporting/Dashboards, SQL, and/or Tableau.
• Passion for driving progress while combining both creative and critical thinking skills to solve complex, loosely defined problems.
• Robust sense of intellectual curiosity and tenacity to experiment.
• Ability to boil complex business challenges down to brief overview documents with digestible and actionable business plans.
• Proven ability to develop relationships and influence decision making in a complex environment.

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Additional Information
All your information will be kept confidential according to EEO guidelines.