Forecasting and Scenario Manager

Final date to receive applications:

01/02/2026

Address:

320 S Canal Street

Job Family Group:

Marketing

We’re seeking a dynamic, capable, and experienced analyst with demonstrated success in developing marketing forecasts and assisting with scenario planning. You have a strong mastery of data and how to leverage historic trends, industry data and customer behavior to help to model future growth, driven by multiple sales and marketing strategies.

You’re adept at synthesizing diverse data points to form agile and cohesive forecasting scenarios that helps us to think through the risks and benefits of different approaches to driving growth and maximizing return. You’re passionate about data-driven strategies and are able to balance translating strategic “big picture” guidance to accurate and detail-oriented results. Most importantly, you value being part of a collaborative, smart, and solution-oriented team committed to delivering outstanding results.

As part of the U.S P&B Marketing team, your primary responsibility will be developing forecasts and assisting with scenario planning exercises to evaluate different ways to allocate resources and spend to drive both customer and multi-product growth, in a variety of markets, from a wide range of segments.

You’ll work with numerous analytic and reporting partners to synthesize data from various systems and sources, and validate assumptions to build agile and effective scenarios for leadership planning exercises. You’ll use tools like Excel, Power BI, Sharepoint, PowerPoint and others to formulate, compare and visualize data, derive insights, and analyze the results to help us optimize campaign strategies for maximum impact.

You’ll be at the forefront of identifying trends, consumer behaviors, and competitive actions, and recommending how to effectively adapt our marketing efforts to meet or exceed growth targets.

• Learn the data landscape within our business and build relationships with key reporting and analytic partners across the team
• Understand the current strategy and planning needs from a variety of U.S. P&B Marketing team members to help drive our deposit and loan growth, acquire credit card customers and build meaningful relationships with current customers
• Assist with tracking campaign performance, incentives, and promotional efforts
• Understand our current forecasts and the scenario planning that exists to identify its value and limitations
• Begin to assist with scenario planning initiatives

• Work to identify ways to improve our forecasting templates, and scenario planning workbooks
• Partner with team leads to ensure data insights and KPIs are integrated into ongoing reporting and tracking
• Partner with leadership team to ensure budget is tracked and aligned at a leadership level
• Determine optimal ways to approach marketing planning forecasting across multiple business lines
• Build effective relationships with internal/external stakeholders and ensure alignment

• Finalize new forecasting templates that align to marketing and business partner needs
• Partner with team leads to begin annual planning process to determine marketing budgets and goals
• Regularly review and analyze current reporting, including market performance, to inform future strategies
• Acts as a trusted advisor to business partners and influences/negotiates to achieve business objectives
• Identify emerging issues and trends to inform decision-making
• Monitor and track performance, and design regular and ad-hoc reports and dashboards

• ~5+ years of experience in data analytics, and/or sales or marketing/sales forecasting, preferably in financial services.
• Bachelor’s degree in finance, marketing, data analytics, or a related field.
• Demonstrated expertise in developing, building and maintaining a variety of forecasting templates, with agile capability
• Advanced proficiency in Excel, Power BI, Tableau, and other data visualization tools.
• Deadline-driven; possess the ability to be proactive, forward-thinking, and resourceful. Exceptional project management…