Senior Insights & Optimizations Analyst

 

Location Designation: Hybrid - 3 days per week 

 

 

Role Overview: 

 

The Insights & Optimizations team works horizontally across the Client Growth & Retention Value Stream to enable measurement, track program performance, and improve outcomes through continuous insights and data support.

As an Insights Senior Associate, you will provide program-level ownership for complex, high-visibility initiatives, ensuring measurement rigor, scalable reporting, and automation readiness. Your primary role will be to lead reporting and insights for Financial Education and Local Event Marketing initiatives, offering optimization opportunities for key touchpoints in their funnels.

Additionally, you will partner closely with the Insights + Optimizations practice lead to define analytical approaches and ensure that manual reporting evolves into durable, automated solutions over time.

 

What You'll Do:

 

Program-Level Reporting & Insights Ownership

• • Independently own reporting and insights delivery for a portfolio of high-visibility programs: Financial Education & Wellness and Local Event Marketing
  • Lead monthly performance reporting, translating results into clear, executive-ready narratives and actionable optimization opportunities
  • Provide ad-hoc analytical support for complex, decision-driving questions where interpretation, context, and judgment are critical
  • Serve as the primary analytics point of contact for stakeholders across your program portfolio
  • Own Tableau dashboard creation and ongoing maintenance for programs within your portfolio, ensuring performance views remain accurate, relevant, and scalable
  • For Financial Education, partner with the Reporting Associate on monthly reporting and ensure operational reporting is delivered accurately and on time
    
    

Automation Strategy & Enablement

• • Own identification and prioritization of which reporting and analysis outputs are candidates for automation, to be aligned on with Insights + Optimizations team lead
  • Define requirements and success criteria for transitioning manual reporting to automated solutions
  • Collaborate with Data Operations to ensure underlying data is automation-ready and scalable
  • Partner with the Reporting Associate to test, validate, and operationalize automated outputs
    
    

Support for New and Emerging Initiatives

• • Over time, expand program portfolio as new initiatives within the Client Growth & Retention Value Stream emerge
  • Support the Insights & Optimizations Team Lead in collaborating with AI + Data partners as new analyses and capabilities require your involvement

 

Skills & Competencies

Competencies:

• • Demonstrated ownership and follow-through, consistently delivers high-quality, accurate work on time without the need for deadline chasing

• • Strong analytical judgment with the ability to frame and solve ambiguous, high-impact business questions
  • Strong cross-functional partnership skills, with comfort collaborating across data, product, and marketing teams
  • Proven ability to translate data into clear, actionable insights and recommendations for senior stakeholders
  • Excellent written and verbal communication skills, with the ability to tailor messages to technical and non-technical audiences
  • Ability to balance hands-on execution with strategic thinking, prioritization, and long-term scalability; ability to manage competing deadlines in a fast-paced environment
  • Exceptional attention to detail; proven ability to reconcile numbers and create accurate reporting from multiple data inputs
  • Growth-oriented, team-spirited mindset, with a demonstrated interest in learning new tools, approaches, and ways of working to scale analytics through automation and improved processes
    
    

Technical Skills:

• • Strong proficiency in Excel and PowerPoint
  • Experience with Tableau or similar data visualization tools
  • Experience with Ado