Southern Company Business Planning Analyst in Naperville, Illinois

Business Planning Analyst


The purpose of this position is to provide reporting and data analytics that will be used to support and validate factors contributing to Retail Support Operations and Call Center Operations trends and KPI’s. This role supports the objectives of the Business Planning department functions and will serve in a collaborative and consultative role with other business areas. Cross functional analytical duties will support claims, contractor services network, call center operations and may include marketing as needed. This role will gather data, analyze and validate factors contributing to company metrics to determine opportunities for corrective actions. This position requires some level of data entry and deep dive analysis on a regular basis as well and summarization and presentation of findings. On request, the individual will serve on projects contributing to key business initiatives.

Job Responsibilities & Accountabilities by Competency

Functional Expertise:

  • Expertise in understanding relational data models, performing data extraction and assimilation, and identification of business drivers as observed through the data and to be communicated through management reporting (i.e. Executive dashboards, month end metrics reporting

  • Identify trends within customer and contractor related data and recommend potential actions to achieve operational efficiencies.

  • Maintain rapport with others in the business to ensure consistency in the interpretation of company data sources being used to deliver management reporting.

  • Produce weekly and monthly standard reporting for contracts, entitlements, claims, contractor services and customer surveys

  • Provide business planning team support for month end data requests and entry for employee commissions and incentives.

  • Create visual presentations and reports (tables, charts, graphs, etc.) of key performance indicators and other data as required.

  • Fulfill ad hoc data requests as necessary. Work with requestor to determine the needs and develop effective and efficient process to obtain information.

  • Produce daily Customer Care survey results and survey development as required.

  • Provide/Drive enhanced report automation where applicable

Business Acumen :

  • Provide analytical research and problem-solving to identify positive/negative quantitative trends to determine whether root causes are system-related, procedural, or customer/contractor behavioral in nature

  • Identify and implement improvements to data tracking & reporting, leveraging business intelligence applications where appropriate

  • Provide collaborative support for month-end presentations for internal and external use.

  • Provide collaborative support for industry benchmark strategies (evaluating, monitoring and improving position against industry)

  • Serve on special projects, as requested


  • Partner with management in decision making processes and influence the actions of others to ensure the achievements of business goals

  • Partner cross-functionally and at all levels of the organization to meet business objectives

  • Pro-actively schedule, participate, and/or conduct meetings to discuss business influences

  • Perform other reasonable essential functions as assigned

  • Manage peer relationships within the Business Planning team and outside department teams

Driving Results:

  • Accountable for individual performance objectives

  • Manage multiple/diverse priorities in a deadline driven environment

  • Provide multi-layered analytics support within the Business Planning team

  • Operate as a self-starter, be able to work independently, and proactively seek out ways of looking at things

  • Contribute to discussions on analytical influence and process improvement recommendations

Education, Certifications/Licenses:


• BA/BS degree (Business, accounting, finance operations related) or equivalent work experience

Related Work Experience:


  • 3 years’ experience in data gathering, analytics and reporting

  • 2 years’ operating experience (call center, back office, quality, forecasting, process improvement, etc.)

  • Above average knowledge of business analytics software and technical tools (Excel, Access, SQL, Microsoft BI (or equivalent) and PowerPoint)


  • 4-6 years’ experience analyzing data and process improvement

  • 2-4 years call center operations experience (back office, quality, forecasting, process improvement, etc.)

  • Knowledge of warranty business operations

  • Knowledge of business related systems and data structure (i.e. Oracle CRM)

  • Advanced knowledge of business analytics software and technical tools (Excel, Access, SQL, Microsoft BI and PowerPoint)


Equivalent academic education and experience

Specific Skills & Knowledge:


  • Strong financial acumen

  • Analytical

  • Conceptual Analysis

  • Business process modeling

  • Advanced Excel

  • Intermediate Proficiency MS Access

  • Intermediate Proficiency SQL

  • Excellent written and verbal communication skills

  • Intermediate keyboarding


  • Advanced proficiency Excel, MS Access, SQL, PowerPoint and Word

Working Conditions/Physical Requirements:

Position is located in an office environment

Disclaimer: This information describes the general nature and level of work performed by employees in this job. The description is not designed to be a comprehensive inventory of duties, responsibilities and qualifications required in the job. Reasonable accommodations may be made to qualified disabled individuals for performance of essential duties and responsibilities.

Equal Opportunity Employer: All qualified applicants will receive consideration for employment and will not be discriminated against based on their race, gender, sexual orientation, gender identity, religion, national origin, age, disability, veteran status, or other protected classification.

Job Field: Sales & Marketing

Job Type: Standard

Primary Location: Illinois-Metro Chicago-Naperville

Operating Company: Pivotal Home Solutions

Job Type: Standard

Travel (Up to...): No

Work Location(s):

EWCC - 1751 W Diehl Rd. Ste 200 (1751NapervilleCODE)

1751 W Diehl Rd. Ste 200

Naperville, 60536

Req ID: GAS2000014