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The Principal Loyalty Budget & Forecasting is the sole subject matter expert for owning and improving end‑to‑end financial planning cycles for the loyalty business (budgeting, long‑range plan, monthly outlooks), with a focus on points volumes issued, elite benefit costs, redemptions, partner settlement, and co‑brand economics. This role builds complex models, leads forecast updates with cross‑functional partners, drives variance analysis and insights, and translates loyalty program dynamics into actionable recommendations that optimize profitability and guest value.
Job Responsibility:
Lead the budgeting and monthly forecasting processes for Atmos Rewards cost centers and P&L lines
Develop, maintain, and improve complex financial models
Own monthly close support for loyalty: prepare accruals, reconcile partner invoices, and collaborate closely with stakeholders
Produce executive-ready financial reporting and present results to VP and C-suite executives
Identify drivers of performance and deliver insights that improve profitability and guest value
Serve as the point of contact for Loyalty Product, Partnerships, Co‑brand, and Data/Analytics
Instrument and monitor key loyalty KPIs across Atmos Rewards
Continuously improve processes, driving automation and standardization
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, Data Analytics or related field
or two (2) additional years of relevant experience in lieu of degree
7+ years of progressive experience in FP&A, budgeting, forecasting, or financial modeling (preferably in consumer loyalty, payments, airline, travel, or card partnerships)
Proficiency in Excel (advanced formulas, pivot tables, scenario modeling) and comfort with databases/BI tools
strong quantitative problem‑solving and attention to detail
Working knowledge of accounting/finance fundamentals, ideally in a loyalty program context
Strong verbal/written communication skills
ability to synthesize complex analysis into clear, actionable recommendations for leadership
High school diploma or equivalent is required
Minimum age of 18
Must be authorized to work in the U.S.
Nice to have:
Airline industry experience
Passion for loyalty programs and aviation
Experience modeling loyalty program KPIs and economics, co‑brand card P&L, and partner settlement
Exposure to airline industry dynamics and loyalty program design (award charts, status tiers, earning and redemption rules)
Familiarity with SQL/Power BI/Tableau and financial planning tools
What we offer:
Free stand-by travel privileges on Alaska Airlines, Hawaiian Airlines & Horizon Air
Comprehensive well-being programs including medical, dental and vision benefits