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financial analyst 1, credit solutions

financial analyst pricing and revenue strategy

Coda Search│Staffing

<div>
 
 
 The Opportunity
 
 
 
 Our client, a prestigious international law firm is seeking a Financial Analyst to join its pricing and revenue strategy team in New York. This Financial Analyst role offers the opportunity to partner directly with business leaders and clients to develop pricing strategies, budgets, and data-driven financial insights that shape firmwide decision-making. You&rsquo;ll analyze client and matter profitability, support RFPs and negotiations, and play a hands-on role in improving financial performance and reporting accuracy across the organization.
 
 
 
 
 
 
 Role at a Glance
 
 
 
 You&rsquo;ll work cross-functionally with attorneys, finance, and operations teams to design and implement pricing models, manage client fee arrangements, and develop analytical tools that drive strategic decision-making. This is a highly visible role for someone who thrives in a fast-paced, data-driven environment and enjoys using financial analysis to influence business outcomes.
 
 
 
 
 
 
 Responsibilities
 
 
 <ul>
 <li>
 Build and maintain pricing and financial models to support client fee arrangements, budgets, and matter forecasts.
 </li>
 <li>
 Review and implement client-specific rate agreements in collaboration with billing and finance teams.
 </li>
 <li>
 Conduct profitability, realization, and variance analyses to identify trends and optimize pricing performance.
 </li>
 <li>
 Prepare financial reports and present key insights to leadership, partners, and other stakeholders.
 </li>
 <li>
 Support pricing-related components of RFPs, client negotiations, and Outside Counsel Guideline reviews.
 </li>
 <li>
 Collaborate on annual rate reviews and contribute to process improvements that enhance efficiency and accuracy.
 </li>
 <li>
 Provide ad hoc analytical support to drive transparency and informed decision-making across the firm.
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related discipline.
 </li>
 <li>
 2&ndash;3+ years of experience in pricing, FP&amp;A, or financial analysis (financial services, business consulting or legal industries preferred).
 </li>
 <li>
 Advanced Excel skills; exposure to SQL or data visualization tools preferred.
 </li>
 <li>
 Strong analytical and communication abilities with a high attention to detail.
 </li>
 <li>
 Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
 </li>
 </ul>
</div>

Financial Analyst – Pricing and Revenue Strategy

CLEAR

<div>
 
 Have you ever had that green-light feeling? When you hit every green light and the day just feels like magic. CLEAR's mission is to create frictionless experiences where every day has that feeling. With more than 30+ million passionate members and hundreds of partners around the world, CLEAR&rsquo;s identity platform is transforming the way people live, work, and travel. Whether it&rsquo;s at the airport, stadium, or right on your phone, CLEAR connects you to the things that make you, you - unlocking easier, more secure, and more seamless experiences - making them all feel like magic.
 
 
 The GM, Premium Products will serve as the day-to-day business leader of CLEAR&rsquo;s suite of premium offerings, including CLEAR Concierge and other elevated service lines. With full P&amp;L responsibility, this leader will drive commercial success through go-to-market strategy, pricing, and partnerships. By coordinating cross-functional support from marketing, operations, and tech, this leader will ensure sustained growth and customer satisfaction across premium experiences.
 
 
 Success in this role requires strong business leadership, deep commercial and partnerships acumen, and experience scaling customer-centric products in both digital and physical environments.
 
 
 &nbsp;
 
 
 
 
 What you'll do:
 
 
 
 <ul>
 <li>
 Deliver financial and operational performance: Own revenue, margin, and market penetration targets for Concierge and premium services.
 </li>
 <li>
 Shape and execute go-to-market strategy: Define positioning, pricing, and sales strategy for premium offerings.
 </li>
 <li>
 Drive partnerships: Establish and expand relationships with external partners (hospitality, travel, luxury, and lifestyle brands) to scale reach and customer value.
 </li>
 <li>
 Expand premium experiences: Stay ahead of industry trends to identify opportunities to launch new premium services and optimize existing offerings across CLEAR&rsquo;s footprint.
 </li>
 <li>
 Collaborate cross-functionally: Partner with Marketing, Operations, Engineering, Product, and Compliance to deliver outcomes that balance revenue growth with world-class customer experience.
 </li>
 <li>
 Represent the business externally: Act as the day-to-day point of contact with strategic partners, ensuring strong alignment and performance.
 </li>
 </ul>
 
 &nbsp;
 
 
 
 
 How you'll measure success:
 
 
 
 <ul>
 <li>
 Premium product revenue and P&amp;L delivery
 </li>
 <li>
 Customer acquisition, retention, and upsell performance
 </li>
 <li>
 Partner satisfaction and partner-driven revenue contribution
 </li>
 <li>
 Customer satisfaction and net promoter score (NPS)
 </li>
 </ul>
 
 &nbsp;
 
 
 
 
 What you're great at:
 
 
 
 <ul>
 <li>
 Proven experience in partnerships, business development, and/or member experience roles.
 </li>
 <li>
 Proven ability to drive growth of new product lines with full P&amp;L ownership.
 </li>
 <li>
 Deep experience in go-to-market strategy, pricing, and commercial partnership development.
 </li>
 <li>
 Building and efficiently scaling high-performance hospitality &amp; service standards across large, distributed teams.
 </li>
 <li>
 Strategic thinker who also thrives in tactical execution and balancing competing priorities with the ability to manage multiple initiatives simultaneously.
 </li>
 <li>
 Strong relationship builder, credible with senior executives, strategic partners, and frontline staff alike.
 </li>
 <li>
 Excellent analytical skills to measure and optimize program performance and offerings.
 </li>
 <li>
 Track record of working across both owned and partner-driven channels to deliver results.
 </li>
 <li>
 Ability to operate in a fast-paced, rapidly evolving environment.
 </li>
 <li>
 Self-starter with an "own it" mentality.
 </li>
 </ul>
 
 &nbsp;
 
 
 
 
 How You'll be Rewarded:
 
 
 
 
 At CLEAR, we help YOU move forward - because when you&rsquo;re at your best, we&rsquo;re at our best. You&rsquo;ll work with talented team members motivated by our mission of making experiences safer and easier. Our offices are bright and energetic with an open concept and plenty of conference rooms and casual co-working spaces. We also offer catered lunches every day and have fully stocked kitchens. Outside of the office, we invest in your well-being and learning &amp; development with stipends and reimbursement programs.&nbsp;
 
 
 We offer holistic total rewards, including comprehensive healthcare plans, family-building benefits (fertility and adoption/surrogacy support), flexible time off, annual wellness stipend, free OneMedical memberships for you and your dependents, a CLEAR Plus membership, and a 401(k) retirement plan with employer match.
 
 The base salary range for this role is $175,000.00-$215,000.00, depending on levels of skills and experience.
 
 
 
 
 
 The base salary range represents the low and high end of CLEAR&rsquo;s salary range for this position. Salaries will vary depending on various factors which include, but are not limited to location, education, skills, experience and performance. The range listed is just one component of CLEAR&rsquo;s total compensation package for employees and other rewards may include annual bonuses, commission, Restricted Stock Units
 
 
 
 
 
 
 
 CLEAR provides reasonable accommodation to qualified individuals with disabilities or protected needs. Please let us know if you require a reasonable accommodation to apply for a job or perform your job. Examples of reasonable accommodation include, but are not limited to, time off, extra breaks, making a change to the application process or work procedures, policy exceptions, providing documents in an alternative format, live captioning or using a sign language interpreter, or using specialized equipment.
 
 
 
 
 
 
 
 
 
 
 
 &nbsp;
 
</div>

GM, Premium Products

Alvarez & Marsal

<div></div><div><div><div>Location: New York, NY, United States 
Date Posted: Nov 6, 2025</div><div><div> 
</div></div></div><div>Description
Senior Director &ndash; GTM Excellence, Technology Industry Group (TIG)- Private Equity
Alvarez and Marsal is a leading independent global professional services firm specializing in turnaround management, performance improvement, and corporate advisory services. The firm is seeking to expand its Private Equity Performance Improvement (PEPI) -Technology Industry Group team. With more than 10,000 professionals across six continents, A&amp;M draws on a strong operational heritage and a hands-on approach. Our professionals work closely with organizations and stakeholders to address complex business challenges and maximize value. Technology Industry Group is a growing business targeting high growth in the next 2-4 years. 
 
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we assess are in the upper middle market 50 million to 1 billion plus range.
What will you be doing?
Our GTM Excellence offering within the Technology Industry Group (TIG) brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for performance improvement, mergers, acquisitions, carve-outs, joint ventures, and alliances.
The team works across the full spectrum of the deal and company lifecycle, from pre-deal commercial diligence and operational reviews to post-deal implementations and performance improvement. Our projects often include evaluation of, or initiatives related to, go-to-market operating models, sales effectiveness, pricing optimization, and customer segmentation, which requires an understanding of revenue growth levers and operational execution.
Engagement types and responsibilities include:<ul><li>
Lead or support GTM diligence workstreams during M&amp;A and growth strategy engagements</li><li>
Evaluate sales and marketing operating models, including customer segmentation, pricing models, and channel effectiveness, to determine alignment with business strategy</li><li>
Assess revenue growth opportunities by analyzing customer acquisition strategies, retention metrics, and product-market fit</li><li>
Conduct interviews with senior leadership, including CROs, CMOs, and sales leaders, to identify gaps in GTM strategy, sales execution, or marketing effectiveness</li><li>
Engage during the pre-acquisition diligence phase to evaluate sales effectiveness, marketing ROI, pricing strategies, and organizational structures</li><li>
Develop Day-1 and 100-day plans to drive performance improvements across critical areas such as sales enablement, pricing optimization, customer segmentation, and channel management</li><li>
Execute merger integration and carve-out strategies, managing critical path workstreams to ensure seamless separation or integration of GTM functions</li><li>
Identify and implement cost-reduction initiatives in sales and marketing while maintaining or improving revenue performance</li><li>
Develop and implement pricing strategies to optimize revenue and margin performance</li></ul>
How will you be supported?
We offer excellent opportunities for career advancement and leadership development. Our leadership team provides career growth, training, and exposure to international business assignments.
Build your skillset by providing valuable insight into how an entire business goes through the change process. As we help our private equity and corporate clients outperform the market, you will add real value too. All the while, you can broaden your experience across the GTM Excellence team and enjoy unlimited opportunities to progress as part of a fast-growing team within the Technology Industry Group (TIG).
Qualifications:<ul><li>
14 &ndash; 20+ years of experience in roles such as Sales Manager, Marketing Manager, Revenue Operations Lead, or GTM Strategy/Ops Consultant, preferably in mid to large companies.</li><li>
Exposure to private equity sponsors, portfolio companies, or related transaction/merger integration is a bonus.</li><li>
Proven experience in building or evaluating GTM strategies, including customer segmentation, pricing models, and sales enablement.</li><li>
Experience contributing to or leading revenue growth initiatives, whether internally (e.g., sales optimization, pricing strategy) or externally (e.g., M&amp;A integration planning).</li><li>
Strong understanding of cross-functional teamwork required to deliver high-quality results on time and within scope.</li><li>
Ability to analyze sales and marketing spend patterns and link them to revenue outcomes.</li><li>
Familiarity with pricing optimization models, customer segmentation, and channel management strategies.</li><li>
Hands-on knowledge of sales and marketing tools, including CRM platforms (e.g., Salesforce, HubSpot) and marketing automation tools.</li><li>
Deep functional expertise in one or more of the following areas is a bonus:<ul><li>
Sales Enablement or Revenue Operations</li><li>
Pricing Strategy and Optimization</li><li>
Customer Segmentation and Retention Strategies</li><li>
Private Equity Advisory around GTM functions</li></ul></li><li>
Comfortable engaging with senior leadership and clearly articulating findings to executive and private equity stakeholders.</li><li>
Bachelor&rsquo;s or master&rsquo;s degree in Business, Marketing, or a related field; MBA preferred.</li><li>
Team-oriented, adaptable, curious, and a quick learner.</li><li>
Advanced Excel and PowerPoint skills; excellent communication abilities.</li><li>
Willing to travel up to 25%</li></ul>
The base salary range is $175,000 - $250,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-EW1 
Diversity &amp; Inclusion
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
Equal Opportunity Employer
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&amp;M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

Senior Director - GTM Excellence, Technology Industry Group (TIG) - Private Equity

<div></div><div><div><div>Location: New York, NY, United States 
Date Posted: Nov 6, 2025</div><div><div> 
</div></div></div><div>Description
Director &ndash; GTM Excellence, Technology Industry Group (TIG)- Private Equity
Alvarez and Marsal is a leading independent global professional services firm specializing in turnaround management, performance improvement, and corporate advisory services. The firm is seeking to expand its Private Equity Performance Improvement (PEPI) -Technology Industry Group team. With more than 10,000 professionals across six continents, A&amp;M draws on a strong operational heritage and a hands-on approach. Our professionals work closely with organizations and stakeholders to address complex business challenges and maximize value. Technology Industry Group is a growing business targeting high growth in the next 2-4 years. 
 
A&amp;M&rsquo;s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&amp;M to help improve operating results at their portfolio companies. The companies we assess are in the upper middle market 50 million to 1 billion plus range.
What will you be doing?
Our GTM Excellence offering within the Technology Industry Group (TIG) brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for performance improvement, mergers, acquisitions, carve-outs, joint ventures, and alliances.
The team works across the full spectrum of the deal and company lifecycle, from pre-deal commercial diligence and operational reviews to post-deal implementations and performance improvement. Our projects often include evaluation of, or initiatives related to, go-to-market operating models, sales effectiveness, pricing optimization, and customer segmentation, which requires an understanding of revenue growth levers and operational execution.
Engagement types and responsibilities include:<ul><li>
Lead or support GTM diligence workstreams during M&amp;A and growth strategy engagements</li><li>
Evaluate sales and marketing operating models, including customer segmentation, pricing models, and channel effectiveness, to determine alignment with business strategy</li><li>
Assess revenue growth opportunities by analyzing customer acquisition strategies, retention metrics, and product-market fit</li><li>
Conduct interviews with senior leadership, including CROs, CMOs, and sales leaders, to identify gaps in GTM strategy, sales execution, or marketing effectiveness</li><li>
Engage during the pre-acquisition diligence phase to evaluate sales effectiveness, marketing ROI, pricing strategies, and organizational structures</li><li>
Develop Day-1 and 100-day plans to drive performance improvements across critical areas such as sales enablement, pricing optimization, customer segmentation, and channel management</li><li>
Execute merger integration and carve-out strategies, managing critical path workstreams to ensure seamless separation or integration of GTM functions</li><li>
Identify and implement cost-reduction initiatives in sales and marketing while maintaining or improving revenue performance</li><li>
Develop and implement pricing strategies to optimize revenue and margin performance</li></ul>
How will you be supported?
We offer excellent opportunities for career advancement and leadership development. Our leadership team provides career growth, training, and exposure to international business assignments.
Build your skillset by providing valuable insight into how an entire business goes through the change process. As we help our private equity and corporate clients outperform the market, you will add real value too. All the while, you can broaden your experience across the GTM Excellence team and enjoy unlimited opportunities to progress as part of a fast-growing team within the Technology Industry Group (TIG).
Qualifications:<ul><li>
9 &ndash; 14+ years of experience in roles such as Sales Manager, Marketing Manager, Revenue Operations Lead, or GTM Strategy/Ops Consultant, preferably in mid to large companies.</li><li>
Exposure to private equity sponsors, portfolio companies, or related transaction/merger integration is a bonus.</li><li>
Proven experience in building or evaluating GTM strategies, including customer segmentation, pricing models, and sales enablement.</li><li>
Experience contributing to or leading revenue growth initiatives, whether internally (e.g., sales optimization, pricing strategy) or externally (e.g., M&amp;A integration planning).</li><li>
Strong understanding of cross-functional teamwork required to deliver high-quality results on time and within scope.</li><li>
Ability to analyze sales and marketing spend patterns and link them to revenue outcomes.</li><li>
Familiarity with pricing optimization models, customer segmentation, and channel management strategies.</li><li>
Hands-on knowledge of sales and marketing tools, including CRM platforms (e.g., Salesforce, HubSpot) and marketing automation tools.</li><li>
Deep functional expertise in one or more of the following areas is a bonus:<ul><li>
Sales Enablement or Revenue Operations</li><li>
Pricing Strategy and Optimization</li><li>
Customer Segmentation and Retention Strategies</li><li>
Private Equity Advisory around GTM functions</li></ul></li><li>
Comfortable engaging with senior leadership and clearly articulating findings to executive and private equity stakeholders.</li><li>
Bachelor&rsquo;s or master&rsquo;s degree in Business, Marketing, or a related field; MBA preferred.</li><li>
Team-oriented, adaptable, curious, and a quick learner.</li><li>
Advanced Excel and PowerPoint skills; excellent communication abilities.</li><li>
Willing to travel up to 25%</li></ul>
The base salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. 
#LI-EW1 
Diversity &amp; Inclusion
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way. 
Equal Opportunity Employer
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&amp;M policy statements and additional information by region here. 
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
</div><div><h2 class="jobSectionHeader">Inclusive Diversity</h2>
A&amp;M&rsquo;s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M&rsquo;s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are the main reasons our people love working at A&amp;M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&amp;M way.
<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>
It is Alvarez &amp; Marsal&rsquo;s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .
<h2 class="jobSectionHeader">Unsolicited Resumes from Third-Party Recruiters</h2>
Please note that as per A&amp;M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&amp;M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.</div></div>

Director - GTM Excellence, Technology Industry Group (TIG) - Private Equity

American Express

<div>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The US Customer Growth Marketing Team, within US Commercials Services, strives to deliver marketing on behalf of the enterprise that makes American Express essential to our Card Members; specifically, responsible for driving revenue growth from existing customers through spend and lend treatments, while ensuring we retain our best customers.
The Sr. Analyst will help drive performance within digital dialogic (Chat) channels through defining marketing strategy, offer execution/maintenance, and channel performance monitoring. This role provides significant channel management responsibilities and is a unique opportunity to drive strong business results and future business strategy through thought leadership. The Sr. Analyst will be responsible for leading cross functional meetings with partners across the enterprise. An ideal candidate will be interested in a balance of customer marketing, relationship management, user experiences, capabilities, and is able to learn and adapt quickly.
Key Responsibilities:<div><ul><li>
Flawless execution of marketing campaigns in chat channels</li></ul></div><div><ul><li>
Define the offer strategy in partnership with product and marketing partners</li></ul></div><div><ul><li>
Monitor marketing campaign performance on a weekly and monthly basis</li></ul></div><div><ul><li>
Collaborate and maintain strong relationships with key partners</li></ul></div><div><ul><li>
Create simple yet effective dialogic marketing copy and user experiences for our CMs and CCPs</li></ul></div><div><ul><li>
Define the strategy of future treatment opportunities in the channel</li></ul></div><div><ul><li>
Bring new and innovative treatments and chat capabilities to market</li></ul></div><div><ul><li>
Break down complex problems into simple parts, develop creative solutions, and make recommendations to key stakeholders</li></ul></div><div> 
Qualifications:</div><div><ul><li> 
Bachelor&rsquo;s Degree</li></ul></div><div><ul><li>
Extreme attention to detail and accuracy with a strong sense of responsibility to themselves, colleagues, and their role</li></ul></div><div><ul><li>
Ability to look at situations/roadblocks from different angles and articulate a clear perspective on solutions</li></ul></div><div><ul><li>
Superior verbal and written communication skills with the ability to tailor communication style appropriately depending on the audience</li></ul></div><div><ul><li>
Ability to build and influence internal relationships while being able to adapt to obstacles in a highly collaborative, fast paced environment</li></ul></div><div><ul><li>
Experience implementing customer marketing strategies and ability to articulate and measure success</li></ul></div><div><ul><li>
Strong skills within MS Excel and PowerPoint</li></ul></div><div><ul><li>
Dialogic marketing skills preferred</li></ul></div><div><ul><li>
Technical/capability project management skills preferred</li></ul></div>

Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we&rsquo;ll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>
Competitive base salaries</li><li>
Bonus incentives</li><li>
6% Company Match on retirement savings plan</li><li>
Free financial coaching and financial well-being support</li><li>
Comprehensive medical, dental, vision, life insurance, and disability benefits</li><li>
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need</li><li>
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy</li><li>
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)</li><li>
Free and confidential counseling support through our Healthy Minds program</li><li>
Career development and training opportunities</li></ul>
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the &ldquo;Know Your Rights&rdquo; poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.</div>

Senior Analyst - ValGen Chat

Hogarth Worldwide

<div><div>Hogarth is the Global Content Production Company. Part of WPP, Hogarth partners with one in every two of the world's top 100 brands including Coca-Cola, Ford, Rolex, Nestl&eacute;, Mondelez and Dyson. With a breadth of experience across an extensive range of sectors, Hogarth offers the unrivaled ability to deliver relevant, engaging, and measurable content across all channels and media - both established and emerging. The number of channels at our fingertips; the need for speed; and the drive for mass personalisation, all mean that brands need different solutions. Our global team of over 7,500 craft and technology experts brings together creative, production and innovation to help clients navigate this exciting and ever-changing world of today's content experience.

WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. Working at WPP means being part of a global network of more than 100,000 talented people dedicated to doing extraordinary work for our clients. We operate in over 100 countries, with corporate headquarters in New York, London and Singapore. WPP is a world leader in marketing services, with deep AI, data and technology capabilities, global presence and unrivalled creative talent. Our clients include many of the biggest companies and advertisers in the world, including approximately 300 of the Fortune Global 500. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow.</div>
A Hybrid working model
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<div><div><div><div>We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we've adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process.
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</div></div></div></div>What does a Financial Analyst do at Hogarth?

The Finance Analyst will cross support the Client Finance and Revenue Finance teams in all financial aspects. This includes but is not limited to internal revenue forecasting and profitability, information gathering and external client reporting. You will also develop client management information that supports the business needs at both client and departmental levels this will range from client profitability reporting to developing and maintaining business information on the system. This Senior Financial Analyst will also be responsible for project based revenue reporting and recognition.

Key Areas of Responsibility
<ul>
<li>Partner with members of the client services team to provide reporting and data as requested</li>
<li>Work with internal finance and operations teams to analyze and improve client profitability</li>
<li>Help identify ways to improve processes and increase efficiency</li>
<li>Execute project based revenue recognition projects</li>
<li>Budget Tracking</li>
<li>Provide financial support to client account teams and monitor client budgets on a project basis</li>
<li>Provide financial information to various departments and clients as required</li>
<li>Provide client financial analysis in the review of monthly results</li>
<li>Provide summary of monthly billings and reconciliation</li>
<li>Lead and participate in financial meetings</li>
<li>Assist in inter-company payables and receivables</li>
<li>Assist in all internal and external Audits</li>
<li>Perform reconciliations and analyses of key accounts and coordinate activities with the treasury and accounts payable department</li>
<li>Work within excel to create pivot tables and other necessary reports</li>
</ul>
Requirements
<ul>
<li>1-3 years of finance experience within the Agency space (advertising, production, media, creative or other agency like settings are ideal)</li>
<li>Outstanding Excel skills including experience with Pivot Tables and VBA is a big plus, skills in Word and PowerPoint also requested</li>
<li>Ability to reconcile data with precision and financial understanding</li>
<li>Media, Advertising, Creative or Production industry experience preferred</li>
<li>Excellent organizational and interpersonal skills</li>
<li>Keen attention to detail</li>
<li>Strong problem-solving skills</li>
<li>Bachelor's Degree in Accounting or Finance is a plus but not required</li>
</ul>
The base salary range for this position at the time of this posting is indicated below. Individual compensation varies based on job-related factors, including location, business needs, level of responsibility, experience, and qualifications. We offer a competitive benefits package, go to https://www.wpp.com/en/careers/wellbeing/benefits-at-wpp-in-the-us for more details.

Pay Range

$45,000 &ndash; $100,000

#LI-RS1 #LI-Hybrid<div><div>
Our Hogarth Values:</div>
<div>
Hands on 
No egos here. Just a shared drive to roll up our sleeves and make great things happen. Every project-big or small, gets our full energy because we believe in doing things right. Every single time. It's how we deliver real results without cutting corners. 
 
Honesty 
We are real and authentic &ndash; with each other and in our work. Honest, direct communication builds the trust we need to collaborate, grow, and make meaningful things together. It's not always easy but it's always worth it.

Heart &amp; Soul 
We bring heart to everything we make. Passion, pride and relentless drive push us beyond &quot;good enough&quot; &ndash;&ndash;because we care deeply about our craft, and we're always chasing better. We love what we do, and it shows.

Happy Family 
Creating a space where everyone feels valued-even when opinions differ, makes this a supportive and inclusive environment for our people. We embrace our differences, celebrate our wins together, and never lose our sense of humor. 
 
Hungry 
Curiosity keeps us hungry. We question, experiment, and always seek out what's next. We never settle, and we never stop learning.</div> 
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<div>Inclusion and Impact</div>
<div>
WPP is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers.
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Please contact careers@hogarth.com if you need the job advert or form in another format.
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Data</h4>

We rely on legitimate interest as a legal basis for processing personal information under the GDPR for purposes of recruitment and applications for employment.

When you click the &quot;Submit Application&quot; button at the bottom of this page, this will send all the information you have added to Hogarth WW. Before you do this, we think it's a good idea to read through our Privacy statement. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.</div></div>

Revenue Financial Analyst

Savvy Wealth

<div>About Savvy:
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don&rsquo;t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We&rsquo;re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We&rsquo;ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who&rsquo;ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We&rsquo;ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role:
We're looking for a data-driven Demand Generation Lead to build and scale the marketing engine that recruits financial advisors to the Savvy platform. You will be responsible for designing, executing, and optimizing the full-funnel, multi-channel strategy to generate a predictable pipeline of qualified prospective advisors.
You will own the advisor acquisition number, from initial awareness to handoff with the sales team. This is a highly collaborative and high-impact role, working at the intersection of marketing, sales, product, and operations to turn Savvy&rsquo;s compelling story into measurable pipeline growth. The ideal candidate is a hands-on B2B marketer who excels at building and optimizing scalable lead-generation programs.
Responsibilities:<ul><li>
Develop and execute the end-to-end demand generation strategy for our B2B advisor recruiting motion, aligning with pipeline and revenue goals.</li><li>
Own and manage multi-channel campaigns, including paid social, SEM, email marketing, content syndication, webinars, and virtual/in-person events.</li><li>
Build, test, and optimize lead nurturing programs and marketing automation workflows to move prospects through the funnel.</li><li>
Partner closely with the Strategic Growth (Sales) team to ensure seamless lead handoff, optimize the MQL-to-SQL conversion rate, and gather feedback on lead quality.</li><li>
Collaborate with Product Marketing to leverage core platform messaging and sales enablement resources (decks, one-pagers) for your campaigns.</li><li>
Work with the Content team to develop a content strategy that fuels the acquisition funnel (e.g., whitepapers, case studies, blog posts, webinar topics).</li><li>
Measure, analyze, and report on campaign performance, pipeline contribution, and ROI, providing actionable insights for continuous improvement.</li><li>
Manage the marketing tech stack (Marketing Automation, CRM, analytics tools) to ensure operational efficiency and data integrity.</li></ul>
Must have:<ul><li>
6+ years of B2B demand generation experience, preferably in B2B SaaS or technology platforms.</li><li>
Proven track record of building and scaling multi-channel marketing campaigns that successfully generated pipeline and revenue.</li><li>
Deep, hands-on experience with marketing automation platforms (e.g., HubSpot), CRMs (e.g., Salesforce, and ad platforms (e.g., Linkedin, Meta)</li><li>
Strong analytical skills with the ability to track, measure, and report on key funnel metrics (MQL, SQL, CPL, conversion rates).</li><li>
Excellent cross-functional leadership and communication skills, with a demonstrated ability to work with sales, marketing, and product teams</li><li>
Exceptional project management and organizational skills.Nice to have:</li></ul><ul><li>
Prior experience managing FINRA/SEC audits and regulatory reporting (e.g. FOCUS reports).</li><li>
Hands-on experience with QuickBooks and leading migrations to NetSuite.</li><li>
Familiarity with AI and automation in accounting or forecasting workflows.</li></ul><h3 class="jobSectionHeader">
Nice to Have:</h3><ul><li>
Strong experience in financial modeling, budgeting, forecasting, and expense management in financial services.</li><li>
Direct experience marketing to financial advisors.</li><li>
Experience in a high-growth startup environment.</li></ul> 
What Success Looks Like<ul><li>
Steady &amp; Qualified Pipeline: A consistent inflow of high-quality advisor leads in the target AUM segment, meeting monthly pipeline and payback KPIs.</li><li>
Efficient Spend &amp; ROI: Demonstrable improvement in cost-per-lead and payback period</li><li>
Rapid Experimentation &amp; Iteration: Rolling out new campaigns or channels each quarter, with at least one or two new channels proving successful per half-year.</li><li>
Positive Sales Feedback: Sales teams report increased lead quality, shortened cycles, and a healthy pipeline of engaged advisor prospects.</li></ul> 
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:<ul><li>
Competitive salary and equity package</li><li>
Unlimited PTO + paid company holidays</li><li>
Access to holistic medical, dental, and vision plans</li><li>
Company 401(k), Commuter, and HSA/FSA plans</li><li>
NYC office in the heart of Manhattan</li><li>
Lunch and snacks provided in the office</li><li>
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care</li><li>
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)</li></ul>
Compensation Range: $160K - $210K</div>

Demand Generation Lead, Advisor GTM

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