Financial Planning and Analysis

• Define Growth-Focused Strategy: Develop and maintain a clear roadmap that aligns with organizational goals and supports revenue and market expansion.
• Prioritize Business Value: Translate strategic objectives into actionable tactics and maintain a backlog that maximizes growth opportunities.
• Collaborate Across Functions: Liaise with both operations in DAN and various manufactures ensuring solutions that enhance customer experience and drive adoption.
• Analyze Market & Performance Data: Use insights from market trends, competitive analysis, and customer feedback to inform strategic decisions and identify growth levers.
• Measure Impact: Establish KPIs tied to growth objectives and monitor performance to ensure ROI.
• Identify opportunities to enhance offerings and create differentiators in the financial services marketplace.
• Forecast and align annual benchmark growth targets with senior leadership.
• Relationship Management between DAN Agents and operations by gathering, analyzing, and prioritizing agent feedback; ensure alignment with the “voice of the agent” to translate insights into actionable solutions that enhance processes, tools, and overall agent experience.

Financial Services Product Owner

Finance, Accounting and Compensation Analyst

Finance Analyst, Accounting and Compensation