Strategic Lead, Forecasting and Metrics Analytics

We are seeking a Senior Lead Data Analyst to drive enterprise-level forecasting, performance measurement, and strategic insight generation. This role partners closely with senior leaders to translate complex financial and digital data into forward-looking intelligence that informs business strategy, goal-setting, and execution.

The successful candidate will apply advanced analytical and scientific techniques to anticipate trends, identify key performance drivers, and deliver clear, decision-ready recommendations. This position plays a critical role in shaping how leaders evaluate outcomes, manage risk, and allocate resources.

Financial Advisor Services (FAS) delivers investment products and services-including ETFs and mutual funds-to financial advisors across broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. FAS enables advisors to better serve their clients by providing data-driven insights that strengthen relationships and accelerate business results.

Key Responsibilities

• Serve as a strategic analytics partner to senior leaders, shaping forecasting, metrics, and performance measurement approaches aligned to enterprise priorities.
• Lead complex, high-impact analytical initiatives from problem definition through executive delivery.
• Develop forecasting models, performance metrics, and scenario analyses that support strategic planning and goal-setting.
• Translate sophisticated analytical outputs into concise executive narratives, visualizations, and recommendations.
• Ensure analytical rigor by validating methodologies, assumptions, and results across teams.
• Establish and oversee recurring reporting and insight-generation processes that support ongoing leadership decision-making.
• Set standards for data quality and analytical excellence; lead efforts to improve data reliability and usability.
• Mentor and guide analysts, strengthening analytics capabilities and best practices across the organization.
• Monitor emerging analytics trends, tools, and external best practices to continuously elevate insight generation.

• Deep expertise in advanced analytics, statistical modeling, and forecasting methodologies.
• Demonstrated ability to influence senior stakeholders through data-driven insights and executive communication.
• Strong experience working with financial and digital data to inform strategic decisions.
• Proficiency in data visualization and storytelling to translate complexity into clarity.
• Experience with forecasting tools and techniques, including Prophet or comparable solutions.
• Strategic mindset with the ability to prioritize work based on business impact.