ANALYSIS MANAGER JOB DESCRIPTION

An Analysis Manager in finance owns the numbers that leadership acts on. The role is responsible for the forecasting models, variance reports, and budget frameworks that translate raw financial data into decisions - covering planning cycles from monthly close through five-year strategic plans. In sectors such as specialty insurance and life sciences FP&A, where a single misread trend can shift capital allocation by millions, this level of analytical ownership carries real organizational weight. The Analysis Manager typically sits within a finance function, partners with accounting, operations, and senior business leaders, and may direct a small team of analysts.

As the Analysis Manager, you will own the full budget and forecast cycle for your assigned business unit, producing the variance analysis, management reports, and financial models that inform strategic decisions at the VP and director level. You will operate within a finance team that depends on your output to set annual targets, evaluate new commercial opportunities, and maintain accountability against plan.

Career Impact: Owning the forecast and budget for a defined business unit gives an Analysis Manager direct visibility to CFO and VP-level stakeholders, accelerating the path toward Senior FP&A Manager or Director of Finance roles.

Business Impact: When a forecast deviates from actuals, the Analysis Manager's variance analysis is what tells leadership whether to reallocate budget, revise targets, or flag a structural risk — the business cannot course-correct without it.

Growth Opportunity: Exposure to DCF modeling, P&L ownership, and multi-year strategic planning within this role builds the financial modeling depth that commands significantly higher market value at the Senior Manager and Director level.

• Lead the annual budgeting cycle including building fiscal year financial models and coordinating inputs from all business stakeholders.
• Prepare monthly variance analysis of actuals against forecast and budget and communicate findings to senior leadership.
• Develop and maintain rolling financial forecasts that reflect current business conditions and emerging risks.
• Deliver monthly and quarterly management reports identifying trends, risks, and opportunities to support strategic decisions.
• Build and maintain financial models used for DCF analysis, pro-forma P&L projection, and evaluation of new commercial opportunities.
• Partner with accounting teams to support month-end close including accruals, balance sheet adjustments, and cost coding.
• Coordinate with finance leadership and cross-functional departments to align KPI targets with strategic planning priorities.
• Oversee and direct the analytical work of one to two junior analysts to ensure output quality and deadline adherence.

• Bachelor's degree in Finance, Accounting, or a related field, or equivalent work experience.
• 5 or more years of FP&A, management accounting, or business analysis experience, with demonstrated ownership of a full budget and forecast cycle.
• Proven ability to build and maintain complex financial models including DCF analysis, pro-forma P&L, and multi-year planning models.
• Strong understanding of US GAAP, financial consolidation processes, and management reporting standards.
• Demonstrated ability to analyze large financial datasets, identify meaningful trends, and translate findings into actionable recommendations for senior stakeholders.
• Experience leading a budgeting or forecasting process involving multiple business unit stakeholders and competing priorities.
• Strong written and verbal communication skills, with the ability to present financial results clearly to non-finance audiences.
• Highly organized with strong attention to detail and the discipline to maintain accuracy under tight reporting deadlines.

• CPA, CFA, or MBA in Finance or Accounting, providing a credential recognized by finance leadership in competitive hiring markets.
• Prior experience in a life sciences, insurance, or financial services environment, where regulatory reporting standards and complex capital structures add analytical complexity.
• Experience coordinating with external auditors, due diligence teams, or corporate development stakeholders in support of financing or partnership events.
• Familiarity with business intelligence and data visualization platforms used to automate recurring reports and reduce manual preparation time.

• Forecast accuracy rate, measured as variance between submitted forecast and actuals at period close.
• Budget cycle completion rate, tracking whether annual and quarterly submissions meet corporate deadlines.
• Variance explanation coverage, reflecting the percentage of material budget-versus-actual gaps documented with root cause analysis.
• Management report turnaround time, measured in days from period close to delivery to senior leadership.
• Financial model reuse rate, indicating how often models built by this role are adopted by adjacent teams or reused across planning cycles.
• Typical tools: Spreadsheet and modeling platforms (commonly Excel, Google Sheets); ERP and reporting systems (commonly NetSuite, SAP); BI platforms (commonly Power BI, Tableau).

• Base Salary Range: $95,000 to $130,000 annually, depending on industry and seniority.
• Bonus: Annual performance bonus of 10 to 20 percent of base salary.
• Equity: Equity or profit-sharing offered at select companies, especially in growth-stage environments.
• Health Benefits: Medical, dental, and vision coverage, typically including employer contribution.
• PTO: 15 to 20 days annually plus standard federal holidays.
• Common Perks: Professional development budget, CPA or CFA exam support, hybrid work schedule, and 401(k) with employer match.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including verification of employment history and, where applicable, credit history relevant to financial roles, are a standard condition of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Analysis Manager owns the full cycle of pharmaceutical market intelligence for a Warsaw-based team, reviewing IQVIA data to produce client-facing materials, forecasts by therapy area, and analytical standards that support go-to-market and public-speaking engagements. The role collaborates directly with the IQVIA Institute and marketing teams to identify new business opportunities and deliver content for client meetings and broad public events.

Key Responsibilities

• Review and analyse pharmaceutical industry issues using IQVIA data to produce insightful materials that engage clients and generate business.
• Lead a team in the design, development and delivery of analytical projects.
• Provide direction, guidance and methodical support to go-to-market teams.
• Design, structure and deliver client reports and presentations tailored to client characteristics and needs.
• Maintain an up-to-date forecast of the pharmaceutical market by segments and major therapy areas.
• Recommend innovation, improvements and alternative solutions to resolve problems.
• Define analytical standards to be used throughout the organization.
• Collaborate with the IQVIA Institute team to understand and promote the benefits of their reports locally with relevant market positioning.
• Develop broader and deeper knowledge of the pharmaceutical market to identify new business opportunities.
• Prepare content for client meetings and broad public events.

Required Qualifications

• Strong knowledge of the pharmaceutical industry.
• Extensive analytical experience in the pharmaceutical industry sector.
• Background as a data scientist, statistician, or AI/ML programmer preferred.
• Excellent communication skills.
• Fluent in English and Polish.
• Creativity, curiosity, out-of-box thinking and proactivity.
• Outstanding problem-solving skills and can-do attitude.
• Goal-oriented mindset.

Embedded within the Business Analysis Ecosystem team, the Analysis Manager delivers telecommunications industry insights across all commercial levers, synthesizing wireless and telecom data into recurring analytics packages, industry scenarios, and ad-hoc analyses that inform Senior Leadership on switching flow share impacts. Working closely with consumer insights, pricing, finance, engineering, and sales teams, the Analysis Manager enables leadership to set market share goals and evaluate commercial platform performance through Tableau-based reporting and story-driven presentations.

Core Functions

• Synthesize data across a wide variety of sources to formulate a strategic lens into performance and drive go-to-market actions.
• Deliver industry data and insights to the enterprise through self-service tools to enable analyst communities.
• Analyze and synthesize a wide variety of data and research to link business drivers to outcomes.
• Influence business decisions through story-driven, visually-compelling presentations communicating advanced analytic methods.
• Procure, transform, synthesize and socialize wireless and telecom industry data and signals.
• Develop a deep understanding of industry, company and customer value drivers through robust strategic frameworks to create actionable insights.
• Cultivate productive cross-functional relationships with consumer insights, marketing, pricing, finance, media, engineering, sales and customer experience teams.
• Build and implement systems, processes and tools to enable 360-degree performance evaluation of commercial platforms and offers.
• Combine large, disparate data sets to design reports in Tableau or similar tools that drive actionable insights on competitive positioning.
• Serve as a thought leader and consultant to set expectations and run scenarios for leadership around market size, industry growth and market share goals.

Qualifications & Experience

• Bachelor's degree in finance, economics, operations research, applied math or related field.
• Master's or advanced degree preferred.
• 5+ years in operational or marketing analysis, with consulting experience a plus.
• Deep understanding of telecommunications industry commercial levers.
• Advanced SQL skills including complex queries and table creation, Excel and Tableau or similar data visualization tools.
• Experience building complex financial models in Excel and other advanced tools.
• Passion for storytelling with data and proven ability to influence business decisions at senior levels.
• Proven record of developing and applying innovative methods to unlock insights.
• Detail-oriented with experience collaborating with cross-functional teams.

Reporting to the Sr Director of Operations, the Analysis Manager leads financial planning and analysis for the Sofusa Lymphatic Drug Delivery business, building and maintaining financial models, managing budgeting and forecasting cycles, and delivering monthly variance analysis and management reporting. Partnering with corporate finance, accounting, and external stakeholders, the Analysis Manager supports business development, due diligence, and external communications to ensure the business delivers against its financial objectives.

Primary Duties

• Collaborate with the corporate finance team and Sofusa business to develop the annual planning calendar and schedule quarterly financial reviews.
• Prepare monthly variance analysis of actuals to forecast and budget and deliver findings accordingly.
• Develop and deliver insightful monthly and quarterly management reporting identifying trends, risks and opportunities.
• Lead development of the annual budget including building and maintaining budget templates and organizing Sofusa management budget discussions.
• Lead Sofusa quarterly business unit forecast and corporate forecast submission.
• Develop and maintain reporting tools to communicate the company's financial metrics.
• Support the accounting team with monthly close including month-end accruals and balance sheet adjustments.
• Own and manage Sofusa's fixed asset list in coordination with Sorrento accounting.
• Prepare ad-hoc financial analyses ranging from historical actuals reporting to valuation models to prioritize investments.
• Assist with long-term planning, P&L modelling, DCF analysis and due diligence for financing events and partnerships.
• Support external communications, website updates and press release development as needed.

Education & Experience

• Bachelor's degree in Finance, Accounting or related field.
• Master's or MBA a plus.
• 5+ years of experience in FP&A, corporate development, accounting or business analysis.
• Experience working at a life sciences, biotech or medical device company preferred.
• Proven experience with financial evaluation techniques including DCF analysis, pro-forma P&L modeling and probability-adjusted NPVs.
• Sound understanding of US GAAP and financial consolidation processes.
• Experience with NetSuite preferred.
• Advanced Excel, database and PowerPoint skills.
• Excellent presentation and writing skills.
• Strong analytical, strategic and conceptual thinking skills.
• Highly organized with strong attention to detail and ability to manage changing priorities.

Sitting at the intersection of data analytics and clean energy marketing, the Analysis Manager performs campaign tracking, audience segmentation, and attribution analysis to improve the effectiveness of Sales and Marketing efforts within Shell's New Energies Mass Markets group. Operating across cross-functional teams and department leadership, the Analysis Manager translates behavioral data and statistical findings into dashboards and actionable recommendations that drive revenue, conversion, and ROAS outcomes.

Duties

• Analyze user behavior and funnel data to drive insights for the marketing team.
• Communicate the effectiveness of new product launches, site changes and paid media initiatives.
• Perform in-depth analysis around audiences and attribution to drive ROAS recommendations.
• Manage the production of reporting, analysis and report automation.
• Work with cross-functional teams and department leadership to establish a culture of measurement and data-driven decision making.
• Gather and clean data to uncover hidden trends and patterns and interpret findings using statistical techniques.
• Prepare dashboards and data analysis reports and communicate findings to internal stakeholders.
• Acquire data from primary and secondary sources and recognize business performance difficulties.
• Report best-practice methods on data mining, visualization and analysis.

Skills & Qualifications

• Bachelor's or master's degree in Computer Science, Mathematics, Statistics, Economics or related field.
• 3+ years of experience with Adobe Analytics, Google Analytics or similar platform.
• Experience in data collection architecture and design including Data Layer, Pixels, CDP, DMP and GTM.
• Proficiency in Python, R and SQL.
• Statistical modeling and knowledge of statistical software such as SAS and SPSS.
• Hands-on experience with Business Intelligence tools such as Tableau and Power BI.
• Data cleansing, data mining and data visualization skills, with experience handling large-scale databases.
• Proven track record in problem-solving and quality assurance for product and analytics implementations.
• Strong analytical, detail-oriented and communication skills.
• Proactive and self-motivated with a strong sense of ownership and bias toward action.

A key member of the sales finance team, the Analysis Manager develops and manages the sales revenue budget and forecast, collects and analyzes syndicated data to surface category trends, and delivers actionable insights that enable fact-based decisions on sales strategy and portfolio expansion. Collaborating across the Sales VP, leadership, and cross-functional partners, the Analysis Manager applies strong presentation and story-building capabilities to drive strategic progress and profitability across the business.

Accountabilities

• Collect and analyze data to identify sales opportunities and performance and provide actionable information to the Sales VP.
• Develop, assist and manage sales revenue budget and forecast.
• Provide recurring and ad hoc reporting and analysis to help drive business decisions.
• Analyze financial data and provide insights on performance including reading and interpreting income statements.
• Monitor profitability and work with the sales team to impact top and bottom line results.
• Partner with leadership to develop, define and track against business strategies.
• Utilize syndicated data sources to provide insights on category trends, market share and other performance factors.
• Manage goals and objectives of multiple projects simultaneously.

Experience & Qualifications

• Bachelor's degree in business administration with an accounting and finance concentration.
• MBA in Finance or Accounting preferred.
• 3-5 years of sales analyst experience.
• Experience in the consumer-packaged goods industry preferred.
• Advanced PowerPoint and Microsoft Excel skills including building and maintaining models.
• Strong project management skills with ability to prioritize, meet strict deadlines and maintain confidentiality.
• Excellent analytical, interpersonal and negotiation skills with strong verbal and written communication.
• Demonstrated leadership capacity with ability to influence, motivate and unify teams.
• Solution-oriented with ability to manage ambiguity, competing priorities and rapid change.

Reporting to the VP of Finance, the Analysis Manager leads in-depth analysis of business and financial trends within the micro-insurance market, developing financial models and leading the annual budgeting cycle to help business partners set strategic priorities and achieve growth targets. Partnering with functional peers and key stakeholders across the finance organization, the Analysis Manager links strategy to KPIs and shares best practices to support long-term value creation.

Key Deliverables

• Gain deep understanding of the micro-insurance market and assigned business area to identify underlying financial trends.
• Support business partners in all aspects of financial performance and long-term strategy to accelerate growth and maximize value.
• Lead in-depth analysis of business and financial trends to drive performance-led discussions with stakeholders.
• Develop financial models for forecasting and evaluation of new commercial opportunities.
• Lead the annual budgeting cycle, helping to set strategic priorities and develop financial targets on a short- and long-term horizon.
• Support business partners in linking strategy to goal setting via KPIs and financial targets.
• Coordinate with other areas of the finance organization to share best practices, tooling and control structure.
• Develop strong interpersonal relationships with functional peers and key stakeholders.

Requirements

• Bachelor's degree with 5+ years of finance and accounting experience.
• Proficiency in Excel including development of complex financial models.
• Demonstrated ability to analyze complex data and translate into actionable insights.
• Ability to communicate clearly and effectively to varying levels of stakeholders, including the ability to influence and manage through conflict.
• Self-starter who is highly motivated and able to work autonomously in a fast-paced environment.
• Ability to problem solve from identification through to solution.

As the Analysis Manager for the Space Launch System program, this role leads a Structural Integrity Analysis Team at the Michaud Assembly Facility in New Orleans, performing detailed stress, fracture, and fatigue analysis across the Core Stage and Exploration Upper Stage programs. The SLS prime contractor team relies on this work to meet NASA Artemis Program objectives, deliver first-time quality on schedule and within budget, and develop the engineering workforce for future deep-space missions.

Engineering Responsibilities

• Lead a Structural Integrity Analysis Team at Michaud Assembly Facility as well as other structural analysis functions at other SLS sites.
• Perform detailed stress, fracture and fatigue analysis across both EUS and CS programs.
• Develop schedules, budgets and technical plans and track execution to meet objectives with first-time quality.
• Manage employees performing activities throughout the program lifecycle.
• Develop technical capabilities including new processes and tools as needed.
• Grow and develop employees to successfully complete tasks and form a productive workforce for future programs.
• Maintain relationships with key stakeholder teams and NASA Technical and Management Leadership.
• Provide technical support and management of suppliers as needed.

Technical Qualifications

• Bachelor's degree in Mechanical or Aerospace Engineering.
• 5+ years of experience leading engineering teams of more than 5 engineers on aerospace development programs.
• 8+ years of experience performing or managing structural analyses including fatigue, corrosion, stress analysis, statics and materials strength.
• 8+ years of experience on Space and Launch Vehicles or aircraft programs.
• Experience in production support and design.
• 3+ years of experience tracking cost, schedule or technical performance.
• Ability to travel 10% of the time.

Analysis Manager handles the development and continuous improvement of budgeting, forecasting, and KPI reporting processes for the accounting and finance department, building fiscal year financial models, leading ad hoc strategic projects, and serving as a key liaison between Finance and all other departments. The work directly supports a high-growth organization by translating financial and strategic goals into executable plans and enabling fact-based decisions across the business.

Role Responsibilities

• Work with key stakeholders to develop financial and strategic goals and translate them into executable plans.
• Lead all forecasting and budgeting initiatives including building fiscal year financial models and analyzing budget versus actual performance.
• Partner with IT and third parties to enhance reporting tools and make budgeting and KPI processes more efficient.
• Identify and lead initiatives to continuously improve and innovate the company's KPI reporting.
• Lead and support ad hoc strategic and operational projects as required.
• Serve as a key liaison and partner between Finance and other departments.
• Oversee and direct the work of 1-2 analysts.
• Complete various financial, accounting, administrative and other reports and analysis as assigned.

Minimum Qualifications

• Bachelor's degree in Accounting, Finance or related business field.
• CFA or CPA certification preferred.
• Minimum four years of progressive finance and accounting experience.
• Healthcare industry or laboratory experience preferred.
• Experience with data visualization and business intelligence tools such as Microsoft Power BI.
• Strong organizational skills with a detail-oriented approach.
• Proficiency in Excel with ability to work efficiently under changing priorities.
• Strong verbal and written communication skills.

The Analysis Manager delivers reports, dashboards, and analytical insights using natural language processing, machine learning, and lexicon-based text analysis for a pharma or medical device business context, owning program leadership across R and D-paced teams to maximize customer value and minimize delivery risk. The role collaborates with business leadership, the enterprise project management office, and external suppliers to translate business strategy into functional requirements and ensure on-time, on-budget technology delivery.

Strategic Responsibilities

• Influence and partner with business leadership to understand strategy and ensure technology updates are communicated consistently.
• Identify technical capabilities required to support business processes and collaborate in the development of information management strategies.
• Identify industry trends and recommend enhancements to existing business processes.
• Translate business requirements into functional requirements and perform business process mapping.
• Review Statements of Work to ensure they clearly articulate the business need and that estimates align with required work effort.
• Represent the business to ensure projects are delivered on time, within budget and per defined requirements.
• Coordinate User Acceptance Testing and Training with business teams as required.
• Establish and maintain productive relationships across all levels of the Technology organization and external suppliers.
• Provide regular status reporting and business insight to leadership.

Knowledge Skills & Abilities

• Bachelor's degree or equivalent experience.
• Formal Agile, Lean and project management training including PMP certification.
• 6-8 years of experience in a relevant field.
• Track record and business knowledge in the pharmaceutical or medical device industry.
• Strong applied statistical analysis background including business process control, statistical process control, risk management, FMEA, sampling and A/B testing.
• Experience with technologies such as Hadoop, Tableau, Machine Learning, AI, natural language processing and call analytics platforms.
• Experience with vendor management, Statements of Work and RFP reviews.
• Proven experience with the complete software development life cycle.
• Strong influence, negotiation and communication skills with ability to work with all levels of management.
• Detail-oriented with strong investigative and problem-solving skills.

Embedded within the Data Analysis function and reporting to the Sr. Director of Data Analysis, the Analysis Manager leads a team of analysts spanning data engineering, data science, and business analysis to integrate data and insights into all aspects of the USLI organization's strategy and decision-making. Working closely with cross-functional stakeholders, the Analysis Manager defines metrics, executes process improvement projects, and builds repeatable reporting solutions that enhance customer experience and inform future profitability.

Ownership Areas

• Partner with leadership to execute a robust strategy that integrates data and insights across all aspects of the organization.
• Collaborate with business partners to understand problems and goals, gather requirements and develop analytical solutions.
• Develop and lead a team of analysts including data engineering, data analysis and data science skillsets.
• Define, develop and provide insights, metrics and analysis to drive decision-making and support business strategy.
• Facilitate a data-driven, statistical approach to problem solving including gathering, analyzing and reporting data.
• Lead and execute process and data improvement projects, conducting research to quantify business opportunities.
• Influence all levels of the organization to support projects and ideas.
• Measure and validate project results and implement all facets of data modeling and data reporting.
• Focus on automation and technology to provide repeatable reporting solutions.

Professional Experience

• Bachelor's degree in an analytical or technical discipline.
• Master's degree in a related field preferred.
• 5+ years of analyst experience in a dynamic environment, with at least 2 years of direct leadership experience.
• Life and LTC insurance product and claims process knowledge preferred.
• Expert proficiency in Excel and intermediate to advanced SQL, SAS or other programming languages.
• Experience with relational database management systems such as SQL Server, Greenplum and Oracle.
• Experience with advanced analytical and modeling capabilities using Python or R.
• Experience with big data technologies such as Hadoop, Spark, Hive, Databricks and AWS/Azure.
• Expertise in data visualization tools is an advantage.
• Outstanding presentation and written communication skills with ability to present to all levels.
• Self-motivated with ability to manage multiple and changing priorities and influence at all levels of the organization.

Accurate financial planning for the Westchester Specialty Group depends on the Analysis Manager, who produces weekly premium production forecasts, manages the full P&L quarterly close cycle, oversees expense budgets and headcount analysis across eight business practice towers, and creates management reports that allow business leaders to make informed decisions. Based within the WSG Finance team and serving as a key finance partner, the Analysis Manager also owns credit and collections processes and identifies opportunities for automation and efficiency improvement.

Day-to-Day Responsibilities

• Produce weekly updates to premium production forecasts based on emerging trends and information gathered from business leaders.
• Complete quarterly forecasts and quarterly close financial results analysis for the full P&L including Premium, Reinsurance, Commissions and Expenses.
• Deliver monthly and quarterly reporting and results analysis for premium production and related metrics.
• Build the annual plan and complete the annual update of the 5-year Strategic Plan.
• Manage expenses including Annual Plan, Strategic Plan, periodic Forecasts, Allocations and Headcount analysis.
• Manage credit and collections including NOCs, Renewals, Credit Extensions and broker financial assessments.
• Manage annual profit sharing models, payments and accruals for brokers and MGAs.
• Create insightful management reports to present results clearly and enable informed business decisions.
• Identify opportunities for automation, efficiency and overall improvement.

Background & Experience

• Bachelor's degree in Accounting, Finance, Business or related field.
• CPA or MBA preferred.
• 5-8 years of relevant experience in accounting or financial analysis at a large public company or Big 4 firm.
• Insurance industry experience preferred with in-depth knowledge of insurance financials.
• Proficiency in Excel, PowerPoint and Word.
• Experience with Alteryx, Power BI, TM1 and relational databases such as Hyperion, Cognos, Essbase, Access, SQL and SAS preferred.
• Strong problem-solving skills with ability to exercise sound judgment and make solid recommendations.
• Excellent written and oral communication skills with ability to present to varying audiences.
• Strong interpersonal skills with ability to manage well at all levels of the organization.

The Analysis Manager shapes spend forecasting and interchange trend analysis for the enrollment and payments division of Corcentric, collaborating with the Chief Customer Officer and Finance Team to plan, prepare, and distribute spend data that supports network and bin optimization. The role serves as the business owner of PCI auditing and ensures all operating reports are timely, accurate, and grounded in robust statistical and relational database methodologies.

Work Activities

• Oversee and facilitate planning, preparation, development and distribution of spend, interchange rates and forecasts for the assigned division.
• Collect and analyze data related to spend and performance forecasting including historical trends, periodic reports and special projects.
• Obtain quantitative and qualitative data to support data-driven decisions.
• Ensure all operating reports for the division are timely and accurate.
• Serve as business owner of PCI and related external and internal auditing.
• Review and audit reports for error conditions and exceptions.

Position Requirements

• Bachelor's degree in Accounting, Economics or Computer Science with 3+ years of experience, or a Master's degree in a relevant field with 1+ year of experience.
• 5+ years of experience with relational databases including MySQL, PostGRES, Oracle or MSSQL.
• Demonstrable experience with forecasting methodologies including straight-line, moving average, linear regression and qualitative and quantitative strategy.
• Significant experience applying statistical methods, mathematical techniques, cost-benefit analysis and related analytical tools.
• Excellent verbal and written communication skills with ability to engage all organizational levels.

Reporting to senior leadership of an established Liverpool-based organization, the Analysis Manager leads a business function providing people data analysis and insight in support of internal operations and a growing portfolio of corporate clients, building a high-performing team of analysts, BI developers, and data quality specialists. The Analysis Manager advises on business decisions at the senior leadership level and ensures timely, meaningful information is available to drive decision-making and organizational capability development.

Leadership Responsibilities

• Build a high-performing team of insight analysts, dashboard visualisers, BI developers and data quality analysts.
• Prioritise, plan and manage team throughput aligned with customer requirements, business strategy and product roadmap.
• Utilise meaningful metrics to drive the team toward goals and identify areas for improvement.
• Lead by example with both communication and technical skills.
• Advise on business decisions as part of the senior leadership team.
• Create a safe, supportive environment for the team that encourages experimentation and learning.
• Manage and build relationships with teams and relevant stakeholders across the business.

Experience & Qualifications

• Previous analytics and data management experience working with both remote and on-site developers.
• Strong client, project sponsor and stakeholder relationship skills.
• Experience with database, SQL and MI/BI tools.
• Experience presenting analytical results and recommendations clearly to facilitate decision-making and business case creation.
• Experience developing fit-for-purpose insight tools and ongoing organizational capability.
• Strong communication skills and experience working with third-party suppliers.
• Experienced leader with ability to motivate and engage both technical and business teams.

The Analysis Manager builds and maintains operational relationships between clients and internal teams to ensure accurate, timely delivery of insurance products and projects, overseeing the redesign of underwriting and endorsement workflows and implementing continuous improvement initiatives that enhance efficiency, compliance, and user experience. The role provides executive-level reporting and enforces project governance processes across change management, risk management, and compliance reviews in a Commercial Lines Insurance or IT environment.

Job Functions

• Facilitate business and operational relationships between clients and internal teams to ensure accurate and timely product and project delivery.
• Ensure overall project success by being accountable for all aspects of the project lifecycle and providing transparency.
• Provide high-level executive reports and detailed updates on a continuous basis for the platform program.
• Assist with defining, communicating and enforcing project processes including change management, issues management and risk management.
• Facilitate business and compliance reviews of all new product offerings and status meetings.
• Oversee the redesign of underwriting and operational processes including automating submission, quote, bind, issue and endorsement workflows.
• Identify and implement continuous improvement initiatives to enhance efficiency, quality, compliance and user experience.
• Analyze workflow, process and complex data to make decisions that impact business outcomes.

Required Qualifications

• 3-7 years of experience in Commercial Lines Insurance or Information Technology implementing enterprise IT systems.
• Six Sigma or other process improvement certification desirable.
• Knowledge of current technology platforms.
• Proficiency in Microsoft Word, Excel and PowerPoint.
• Experience working in a matrix environment.

The Analysis Manager builds cost monitoring across all operations functions and leads regular cost analysis, profitability reviews, and pay scheme strategy to generate profit improvement initiatives for a logistics or technology environment. Success in the position means recommendations are implemented, evaluated through PDCA cycles, and measurably reduce ASP and cost spend across shippers, regions, and origin-destination pairings.

Scope of Work

• Build cost monitoring across all operations functions.
• Set recommendations for operations functions to achieve cost reduction.
• Produce cost tracker reporting and analysis on a regular basis.
• Build and maintain profitability analysis to identify ASP and cost spend for each critical master shipper.
• Conduct relative profitability analysis to identify opportunities to increase profit by shipper, region, origin and destination pairing.
• Conduct regular cost analysis and reviews to develop strategy initiatives for profit improvement through cost reduction.
• Ensure latest recommendations are implemented and evaluated.
• Initiate and set strategy for cost reduction through pay scheme changes, including PDCA analysis.

Education & Experience

• Bachelor's degree in a field related to analytical skills.
• Finance and operations certification advantageous but not required.
• 3+ years of experience as a manager or team lead, preferably in consulting or technology.
• Strong proficiency in Microsoft Office especially Excel, with knowledge of analytical support tools.
• Strong analytical, detail-oriented aptitude with a high degree of accuracy.
• Excellent communication, organizational and time management skills.
• Good leadership and interpersonal skills with strong planning and networking ability.

Embedded within Freddie Mac's securitization business, the Analysis Manager determines origination and securitization market trends, monitors monthly prepayment performance across $2+ trillion in outstanding securities, and manages Single Security issuance analysis in close collaboration with Pricing, Legal, Compliance, Portfolio Management, and other internal partners. Working closely with business units and external customers, the Analysis Manager evaluates performance against peers and participates in the design of capital framework products that advance the organization's strategic goals.

Strategic Initiatives

• Determine origination and securitization market trends and identify potential issues and opportunities.
• Evaluate and communicate business performance against plans, past performance and peers.
• Participate in the design of models, products and capital framework offerings in collaboration with others.
• Monitor monthly prepayment performance of $2+ trillion in Freddie outstanding securities and identify outliers that could impact security performance.
• Manage analysis related to Single Security issuance and performance.

Qualifications & Experience

• College degree in Math, Computer Science or Finance-related field.
• 15+ years of related experience.
• Proficiency in mining and analyzing data with SQL, SAS, R or Python.
• In-depth knowledge of TBA market for mortgage-backed securities.
• Strong analytic skills with experience in programming languages.
• Excellent verbal and written communication skills including experience communicating with external customers.
• Ability to balance baseline activities while supporting multiple projects and managing other analysts.

As the Analysis Manager, this role supports new sales and go-to-market strategy development within a health services organization, producing opportunity analysis, pitch guidance, and market intelligence in partnership with product management, engineering, operations, and stakeholder teams. The Business Development and Strategy team relies on this work to identify partnering opportunities, advance offerings into new geographies and member types, and support annual and quarterly corporate strategic planning with Managed Care organizations and Medicare Advantage Health plans.

Key Responsibilities

• Support new sales through providing opportunity analysis and pitch talking points guidance prior to sales team engagement.
• Identify partnering opportunities and build relationships with counterparts at target organizations.
• Support development of go-to-market strategies for new geographies, member types and customer types.
• Partner with product management, engineering and operations to advance offerings through market intelligence.
• Support annual and quarterly corporate strategic planning processes.
• Develop necessary analysis and documentation in partnership with other stakeholder teams.

Skills & Qualifications

• Bachelor's or master's degree in economics, finance or business administration.
• 5-7 years of experience in business development, finance or strategy within a health services organization or startup.
• Experience working with or for Managed Care organizations, Medicare Advantage Health plans and large provider groups.
• Proven analytical abilities with examples of business opportunity analysis.
• Experience drafting customer proposals and finding solutions to customer needs.
• Experience with Value-Based Care models.
• Startup experience or strong desire to work in a startup environment.

Reporting to the Finance Controller in Wuxi, China, the Analysis Manager leads site quarterly Rolling Financial Forecasts and yearly Long Term Planning, ensures timely monthly management reporting, and coordinates finance improvement projects to optimize operational processes and cost control across all functions. Partnering with relevant departments and a multinational finance team, the Analysis Manager supports NPI pricing analysis, business case reviews, and ad hoc strategic requirements to advance the site's financial performance.

Core Responsibilities

• Lead the setup of site quarterly Rolling Financial Forecast and yearly Long Term Planning per global instruction.
• Roll out and implement daily budget control with relevant functions and departments.
• Ensure timely monthly actual management reporting and analyze deviations with stakeholders.
• Support business case study review, NPI pricing analysis and other strategy requirements.
• Lead and coordinate finance improvement projects to continuously optimize operation processes and reporting for better cost control.
• Provide finance support to other functions and complete other ad hoc tasks as directed.

Qualifications & Experience

• Bachelor's degree or above in Finance and Accounting.
• 5+ years of experience in financial analysis or management accounting.
• Knowledge of SAP is an advantage.
• Advanced Excel and PowerPoint skills.
• Fluent in both spoken and written English.
• Sound accounting knowledge with previous experience in multinational companies preferred.
• Team player with ability to work well under time pressure.