VLATKO DOLENEC

• Manage forecasting and variance analysis for £9m marketing budget, partnering with cost centre owners to improve financial planning and budget oversight.
• Own monthly Executive Committee reporting process, coordinating inputs across departments and improving reporting accuracy and structure.
• Built automated Excel reporting model integrating raw financial and performance data to support quarterly strategic updates.
• Own competitor analysis across workplace pensions and adviser platform markets to inform business strategy and proposition development.
• Support senior leadership with market research, regulatory analysis, and financial insights.

Workplace Proposition

• Conducted workplace proposition competitor analysis and built framework for Tableau dashboard.

Mylo (Customer Innovation – D2C proposition)

• Built independent commercial scenario analysis model to evaluate vendor pricing structures across volume thresholds; analysis informed vendor selection.
• Supported go-to-market development.

Strategy & Planning

• Analysed segment-level financial performance against business plan, identifying key performance drivers and emerging risks.
• Conducted UK pensions market research to support business planning and strategic initiatives.

Customer Experience & Insights

• Mapped customer journeys and analysed engagement data to identify improvement opportunities across key touchpoints.