Manager, Financial Strategy & Analytics

Connect Search, LLC; Chicago (IL); On-site; USD 110,000 - 160,000; Full time

Job summary

Connect Search, LLC is seeking a strategic finance professional to serve as an internal resource for the CFO and executive leadership. You will lead cross-functional analyses, build enterprise models, and craft board-ready narratives that inform growth, capital allocation, or new initiatives.

Responsibilities include scoping inbound requests from the executive team, developing financial models, integrating external market data, and delivering executive-ready materials with clear recommendations.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field.
• Experience in strategy consulting, investment banking, strategic finance, or corporate FP&A with a track record of executive-level deliverables.
• Strong financial modeling skills including scenario analysis, sensitivity analysis, and investment case development, with the ability to build from a blank page.
• Exceptional PowerPoint and executive communication skills
• Experience integrating external market data and research with internal financial data
• Proven ability to work independently on ambiguous, high-priority requests
• High analytical rigor and the confidence to form and defend a point of view
• MBA from a leading program preferred
• Insurance brokerage, financial services, or similarly complex multi-entity experience preferred
• Familiarity with public company reporting, non-GAAP metrics, or investor-facing communication preferred

Responsibilities

• Inbound analytical requests from the executive team and Board, including scoping, prioritizing, and delivering under tight timelines with limited direction.
• Financial models and scenario analyses spanning organic growth sensitivities, capital allocation trade-offs, investment cases, and cost structure scenarios.
• Integration of internal financial data with external market intelligence to provide competitive benchmarking, industry context, and market sizing.
• Partnership with revenue, commission, and expense functions to pull inputs into enterprise-level scenario frameworks.
• The enterprise long-range model, including a full annual refresh and ongoing use for scenario planning.
• Executive-ready presentations that lead with insight, support with data, and drive toward a clear recommendation.
• CFO-ready briefing materials that anticipate questions, surface risks and sensitivities, and present a reasoned point of view.
• Fluency with the firm’s financial architecture including management reporting views, public company metrics, and non-GAAP frameworks.
• Structured, hypothesis-driven problem framing on ambiguous questions, delivering an answer rather than a data dump.
• Identification and resolution of analytical gaps, data quality issues, and unstated assumptions before final delivery

Skills

Financial modeling

Executive communication

Market data integration

Independent work

Analytical rigor

Hypothesis-driven framing

Education

Bachelor's degree in Finance/Economics/Accounting

MBA preferred

Tools

PowerPoint

Job description

A global fintech platform. The culture is built on entrepreneurial spirit, leadership, accountability, and collaboration.

The Opportunity

This is not traditional FP&A. The seat functions as an internal strategy resource for the CFO and executive team, closer to corporate development or strategic finance than to recurring reporting. When leadership has a question about growth, capital allocation, an investment, cost structure, or a new initiative, this person receives it, determines what the analysis should look like, builds the model, and turns it into a Board-ready story.

What You'll Own

• Inbound analytical requests from the executive team and Board, including scoping, prioritizing, and delivering under tight timelines with limited direction
• Financial models and scenario analyses spanning organic growth sensitivities, capital allocation trade-offs, investment cases, and cost structure scenarios
• Integration of internal financial data with external market intelligence to provide competitive benchmarking, industry context, and market sizing
• Partnership with revenue, commission, and expense functions to pull inputs into enterprise-level scenario frameworks
• The enterprise long-range model, including a full annual refresh and ongoing use for scenario planning
• Executive-ready presentations that lead with insight, support with data, and drive toward a clear recommendation
• CFO-ready briefing materials that anticipate questions, surface risks and sensitivities, and present a reasoned point of view
• Fluency with the firm’s financial architecture including management reporting views, public company metrics, and non-GAAP frameworks
• Structured, hypothesis-driven problem framing on ambiguous questions, delivering an answer rather than a data dump
• Identification and resolution of analytical gaps, data quality issues, and unstated assumptions before final delivery

What You Bring

• Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field
• Experience in strategy consulting, investment banking, strategic finance, or corporate FP&A with a track record of executive-level deliverables
• Strong financial modeling skills including scenario analysis, sensitivity analysis, and investment case development, with the ability to build from a blank page
• Exceptional PowerPoint and executive communication skills
• Experience integrating external market data and research with internal financial data
• Proven ability to work independently on ambiguous, high-priority requests
• High analytical rigor and the confidence to form and defend a point of view
• MBA from a leading program preferred
• Insurance brokerage, financial services, or similarly complex multi-entity experience preferred
• Familiarity with public company reporting, non-GAAP metrics, or investor-facing communication preferred