What are the responsibilities and job description for the Senior Financial Analyst, Customer Loyalty position at Crate & Barrel?
Overview
We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home furnishings that are expertly designed, responsibly sourced and bring beauty and function to people’s homes. From the day we opened our first store in Chicago in 1962 to the digital innovations that engage millions of customers today, our iconic brand is over 60 years in the making—and our story is still unfolding.
We’re here for it. We think you should be too. We’re looking for a driven professional with an inclusive mindset to join our team as a Senior Financial Analyst, Customer Loyalty
The Senior Financial Analyst, Customer Loyalty plays a crucial role in driving growth and profitability across multiple program areas, including credit card, loyalty and payment services. This role will leverage data analysis, financial modeling, and business acumen to provide insights and recommendations that optimize various aspects of these programs and services from initial program design through operational efficiency. This includes modeling different scenarios to evaluate potential outcomes and support data-driven decision-making. Critically, this role will connect data-driven insights to the overall brand P&Ls, demonstrating the financial impact of strategic decisions. The ideal candidate is a highly analytical individual with strong financial acumen, excellent communication skills, and a proven ability to translate data into actionable business strategies, particularly within complex program structures with multiple levers and variables.
- This is a hybrid position that currently works four days per week on site in the Northbrook, Illinois headquarters office.
- This role is an Individual Contributorposition
A day in the life as a Senior Financial Analyst, Customer Loyalty...
- Develops complex financial models to support decision making related to evaluating new partner programs, reward value proposition changes, marketing campaign funding, etc
- Runs various scenarios through models and interprets financial impact of different program levers and strategies
- Reviews monthly financial operating results for each program area, identifying key trends, variances, and areas of improved performance
- Helps to set financial targets for each program and Measures financial results against budget and forecast
- P&L management across programs to track both revenue and profitability of each program
- Collect and summarize data from financial and non-financial data sources related to credit card, loyalty and other partner programs (e.g., transaction data, campaign performance, redemption rates, profitability, etc)
- Develop and maintain reports, dashboards and visualizations to track key performance indicators (KPIs)
- Conduct post campaign analysis to determine success or impact of initiatives across different programs
- Leverage data analysis to generate actionable insights related to each program
- Track marketing budgets, program costs and incentives for each program including shared marketing funds with partners.
- Present findings and recommendations to key stakeholders in a clear and concise manner.
- Conduct competitive analysis to understand industry trends, best practices, and competitor strategies across the different programs
What you’ll bring to the table…
- Strong analytical and problem-solving skills.
- Proficiency in P&L management
- Experience with scenario modeling and sensitivity analysis to evaluate different business strategies and program structures.
- Experience with data visualization and scorecard development across multiple data sets.
- Excellent communication and presentation skills.
We’d love to hear from you if you have…
- Bachelor's degree in a quantitative field such as Statistics, Economics, Mathematics, or Business Analytics.
- 3 years of experience in analytics, financial analysis, or a related field, ideally with exposure to multiple service areas such as credit cards, payments, shipping or extended warranties.
- Experience working with complex program structures and analyzing the impact of various levers on program performance.
- Proven track record of using data to drive business decisions and improve performance.
