Business Strategy Analytics Lead (HYBRID)

EQH•Syracuse, NY

9h•Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Business Strategy Analytics Lead to join the Pricing, Insights and Analytics team within the Wealth Management organization. This is a highly visible opportunity to make an impact—using analytics and modeling to uncover insights that guide important business decisions and strategy. A successful candidate will be expected to manage multiple, complex assignments and competing priorities, and must be comfortable working in an ambiguous environment. This high-performing team works with a results-driven approach and transparent communication. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

Requirements

Bachelor’s degree in Finance, Accounting and/or Business
5+ years experience working in a financial/business analyst role, internal/external strategy and/or business partner role
Established Microsoft Excel and PowerPoint skills to manipulate, model and analyze large/complex volumes of data
Technical, analytical and critical thinking skills, with demonstrated ability to analyze and solve complex problems and drive change
Proven interpersonal skills and the ability to interact with all levels of the organization, including senior management
Proven written and verbal communication skills, including the ability to develop and deliver presentations that synthesize complex problems and recommended solutions
Experience creating the financial story/story-telling results
Prioritization skills with a clear focus on results
Initiative-taking and self-directed work style who seeks regular proactive feedback from supervisor
Demonstrated ability to meet project deadlines and work within a fast paced, project driven and team environment.
Knowledge of and passion for the financial services industry
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

Nice To Haves

Insurance/Financial licenses
Six Sigma
Project Management
CPA
CFA
actuarial designation

Responsibilities

Evaluate financial and strategic impact of advisor hires, deals, and growth initiatives through modeling and scenario analysis
Lead development and ongoing enhancement for underwriting models for experienced hire loan offers, succession planning and practice acquisition
Monitor and optimize debt recovery programs
Partner with Accounting and Field Leadership to assess opportunities, risks, and financial outcomes
Analyze key business drivers (revenue, expenses, advisor productivity, margins) and translate insights into actionable recommendations
Build and maintain financial models to assess profitability, scalability, and long-term value of business development strategies
Conduct competitive benchmarking to evaluate and strengthen program positioning
Prepare executive-level presentations and materials summarizing insights, risks, and recommendations for senior leadership
Identify trends and opportunities to improve business development strategy, processes, and decision-making