Senior Associate, Retail Incentives Planning & Strategy

Data Analysis & Insights

• Aggregate, analyze, and interpret sales, incentives, and industry data from multiple internal and external sources.
• Identify trends, gaps, and opportunities to support business decision-making.
• Provide recommendations to enhance incentive performance and competitiveness.

 

Forecasting & Budget Management

• Manage monthly forecasts using utilization rates and cost data.
• Support budget tracking, accruals, and financial planning activities.
• Monitor and reconcile incentive spending against budget targets.

• Track and evaluate competitor incentive programs at national and regional levels.
• Analyze third-party data sources (e.g., JD Power PIN) to benchmark performance.
• Deliver insights to support incentive strategy optimization.

 

Reporting & Visualization

• Develop and deliver KPI reporting and dashboards using tools such as Excel and Tableau.
• Prepare executive-ready presentations highlighting key insights and recommendations.
• Translate data findings into clear, actionable business narratives.

 

Program Planning

• Support development and costing of ad hoc incentive programs.
• Measure and evaluate effectiveness of existing programs.