Data Analytics & Reporting
• Track and analyze daily, weekly, monthly, and yearly KPIs to measure the product’s effectiveness and progress toward growth goals.
• Build, maintain and continuously evolve dashboards that monitor trials, subscriber growth, page views, engagement, and on-site behavior across Morningstar Investor and Morningstar.com to meet the needs of the product.
• Consolidate data from various sources such as Google suite, Redshift, Stripe, and AWS to create automated reporting solutions that provide actionable insights.
• Collaborate with the engineering team to design solutions to better surface and analyze these insights.
• Monitor and validate data from third-party sources to ensure accuracy and reliability.
• Define baseline targets and use data-driven insights to optimize acquisition, engagement, and retention strategies.
• Conduct cohort analysis, customer lifetime value (LTV) modeling, and retention analysis to inform product investment decisions.
Forecasting & Financial Modeling
• Develop and maintain financial forecasting models to project revenue growth and subscription trends over the next three years based on historical data and market assumptions.
• Evaluate the impact of pricing, marketing spend, and customer acquisition efforts on financial performance.
Data Infrastructure & Collaboration
• Work with engineering and data teams to build and maintain a centralized data infrastructure that supports product analytics.
• Define and implement data tracking solutions using Google Tag Manager (GTM) and SQL-based data pipelines.