FP&A Consultant, Loyalty Programs

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for a designated group of clients

• Address ad hoc client inquiries and manage multi-week projects

• Collaborate with analysts and data scientists to convert business challenges into organized quantitative analyses

• Develop and oversee project timelines to ensure engagements remain on schedule

• Review outputs from predictive models to validate results and comprehend their underlying factors

• Estimate and project loyalty program liabilities, customer lifetime value, and other economic drivers of the program

• Condense analytical findings into presentations, narratives, and actionable recommendations

• Deliver presentations directly to clients, respond to questions in real-time, and adjust recommendations according to client priorities

• Manage ad hoc client tasks and unique challenges

• Engage in regular team standups to synchronize efforts within the fully remote team

• Enhance client deliverables and contribute to internal resources like the KPI validation platform

• Assist in defining effective client engagements as the company expands

⛳️ Requirements

• Minimum of 5 years of professional experience, preferably in FP&A, financial analysis, or a related finance/strategy role

• Bachelor’s degree in mathematics, statistics, economics, finance, or another quantitative discipline; candidates with robust analytical experience from different academic backgrounds are also encouraged to apply

• Direct experience with a loyalty, rewards, or points program, ideally with an airline, hotel, retailer, bank, or similar organization

• Proficient in working with large transactional datasets, including data aggregation, structuring, and interpretation

• Proven track record of managing relationships from start to finish, setting expectations, controlling scope, and delivering results within tight deadlines

• Ability to align technical or financial analysis with client business objectives

• Advanced skills in Excel, including pivot tables, complex formulas, and manipulation of large datasets

• Strong PowerPoint capabilities, with the ability to guide and critique AI-generated visuals and presentations

• Familiarity with project management tools and data visualization software such as Power BI

• Working knowledge of predictive modeling principles

• Capacity to simplify complex technical concepts for non-technical audiences

• Excellent communication skills and a growth mindset

• Comfortable navigating ambiguity and minimal day-to-day supervision

• Eager and comfortable utilizing AI tools in daily tasks

• Previous experience in client-facing consulting or advisory roles, actuarial background or exam progress, and small/startup-like consulting experience are considered bonus qualifications

🏝️ Benefits

• Retirement Plan (401k with employer match)

• Qualified Small Employer Health Reimbursement Arrangement (QSEHRA)

• Discretionary PTO

• Fully remote