Senior Director, Strategic Consulting – Financial Modeling

Job not on LinkedIn

🔥 13 hours ago

🦌 Connecticut, Florida, +11 more states – Remote

🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🏖️ New Jersey – Remote 🌲 North Carolina – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Kobie

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1990

💼 Consulting

🏨 Hospitality

📦 Logistics

Consulting • Hospitality • Logistics

Kobie is a global, market-leading, end-to-end loyalty solutions provider for the world’s most successful brands. With strategy-led technology, Kobie is consistently named an industry leader by Forrester, with a mission of growing value through loyalty. The company specializes in transforming complex customer data into actionable insights and employs composable technology, human-guided AI, and strategic services to enable loyalty outcomes across various sectors including retail, travel and hospitality, financial services, entertainment, QSR, and telecom. Its Kobie Alchemy® Loyalty Cloud platform delivers and measures loyalty experiences that set brands apart.

📋 Description

• Serve as a trusted partner to clients by designing, evolving, and optimizing B2C or B2B loyalty, retention, and engagement programs • Develop investment business cases quantifying the financial impact of loyalty program design choices, including tier architecture, reward currency, earn/burn mechanics, and benefit structures • Partner with cross-functional teams to develop and deliver multi-year loyalty program financial models covering revenue lift, acquisition and retention economics, redemption cost, and program ROI • Serve as financial analytics lead on client engagements alongside strategists, experience designers, and technology architects • Translate research and data analysis into insights and recommendations for senior-level clients • Model program design and technology migration paths, including switching costs and phased implementation scenarios • Author financial analysis and business case sections of client deliverables, including executive summaries for C-suite and board presentations • Present financial models and business case findings to CFOs, CMOs, and loyalty program executives • Monitor market research, industry trends, and best practices • Contribute to Kobie's financial modeling frameworks, templates, and business case methodologies • Build and maintain a library of loyalty industry financial benchmarks across retail, financial services, travel, and CPG • Publish internal and external points of view, case studies, and frameworks • Oversee scope and deliverables for multiple financial modeling projects and/or clients • Manage client data requests and financial data quality assurance • Identify and communicate financial risks, assumptions, gaps, and sensitivities to project leadership • Transform complex customer and business data into investment cases, scenario models, and commercially grounded program designs • Collaborate with strategy, analytics, technology, and client services teams on modeling sprints, client work sessions, and executive presentations

🎯 Requirements

• Bachelor's degree and prior loyalty marketing experience required • 10+ years of experience in marketing, loyalty, customer engagement, or consulting • Proven experience in the design, implementation, evolution, and financial performance of loyalty programs (B2C or enterprise/B2B) • Experience across at least two verticals, such as financial services, travel, entertainment, telecom, or B2B services • Deep understanding of financial modeling, business cases, loyalty and/or marketing best practices, rewards earn and redemption, liability management, CRM, digital marketing, and customer experience • Expertise in financial modeling for digital marketing, personalization, omnichannel communication planning, and lifecycle campaign activation • Demonstrated experience in loyalty/engagement or CRM consulting (B2C and/or B2B) • Ideal candidate will have category knowledge in Retail plus experience in one or more of retail, consumer products, financial services, or travel and hospitality • Preferred: experience with global loyalty programs using programmatic and non-programmatic approaches • Preferred: Cobrand, Multi-brand, and/or Paid Program experience • Ability to present and influence ideas and concepts clearly • Ability to work independently in ambiguous, fast-paced environments • Ability and willingness to travel as needed

🏖️ Benefits

• Flexible Time Off • Nine Company-Wide Holidays • A diverse suite of benefits prioritizing growth, development, and personal well-being • Flexible work environment with remote work • Periodic travel to support business objectives, team collaboration, customer engagements, training, and company events