Business Strategy Analytics Lead

Equitable

Business Strategy Analytics Lead analyzing financial impacts and guiding business development strategies. Working within the Pricing, Insights and Analytics team at Equitable.

Posted 5/29/2026full-timeSyracuse • New York • 🇺🇸 United StatesSenior💰 $92,000 - $135,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

medical
dental
vision
401(k) plan
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingscenario analysisdebt recovery optimizationcompetitive benchmarkingdata analysisproblem solvingfinancial storytellingproject managementcritical thinkingbusiness analysis

Soft Skills

interpersonal skillscommunication skillspresentation skillsprioritization skillsinitiative-takingself-directed work styleability to meet deadlinesteam collaborationanalytical skillsresults-oriented

Certifications

CPACFASix SigmaProject Managementinsurance licensesactuarial designation