Strategic Finance Analyst: Data-Driven Growth Partner

Vistage Worldwide, Inc.; California; Hybrid; USD 100,000 - 108,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Job summary

Vistage Worldwide, Inc. is seeking an Analyst in Strategic Finance to partner with business leaders on FP&A, planning, and analysis.

You will help model, analyze and present data, while gaining exposure to private equity, M&A execution, and data analytics in a fast-paced environment. You will collaborate across leadership to drive forecasting accuracy and strategic initiatives, with responsibilities spanning monthly reporting, due diligence, and strategic finance execution.

Qualifications

• 1-3 years of investment banking, strategy consulting, corporate FP&A, or related experience.
• Bachelor’s degree in finance or quantitative field (Math, Physics, CS, Stats).
• Deep expertise in building financial models, integrated financial statements, and valuation.

Responsibilities

• Use your analytical skills to gather, model, package and present data to help the business make data informed decisions and grow intelligently
• Perform ad hoc analyses and communicate insights to functional business leaders to action
• Prepare monthly financial & operating metrics reports for executive team, private equity investors and board members
• Participate in due diligence, financial analysis and financing of acquisition targets
• Identify, investigate, and communicate risks and opportunities impacting the business
• Own the financial management over a number of Vistage’s revenue and/or cost categories
• Help improve forecasting accuracy and run variance analysis for actuals vs. budget & forecast
• Drive the annual planning and new investment submission processes
• Utilize the company’s planning software, and 25+ data sources to query & analyze data
• Be a key partner and counsel to executives on all FP&A matters relating to their function
• Leverage technology to provide data analytics services to provide timely, accurate and actionable data to help drive insights, solve business problems, drive value, and gain strategy
• Quickly spot errors and discrepancies, in the fine details and big picture
• Dive deep into numbers and use quantitative analysis to draw conclusions
• Be comfortable in ambiguity, keep your cool while managing multiple projects simultaneously and staying on top of your to-do list

Skills

Investment banking

Strategy consulting

FP&A experience

Financial modeling

Financial statements

Valuation

Data analytics

Communication skills

Education

Bachelor’s degree in finance or quantitative field

Tools

Tableau

Power BI

SQL

Job description

Vistage Worldwide, Inc. is seeking an Analyst in Strategic Finance to partner with business leaders on FP&A, planning, and analysis.

You will help model, analyze and present data, while gaining exposure to private equity, M&A execution, and data analytics in a fast-paced environment. You will collaborate across leadership to drive forecasting accuracy and strategic initiatives, with responsibilities spanning monthly reporting, due diligence, and strategic finance execution.