Strategic Finance Analyst – Hybrid, San Diego

Vistage-Worldwide; San Diego (CA); Hybrid; USD 100.000 - 108.000; Vollzeit

Benefits dieser Stelle

Free snacks

Free lunch days

On-site gym

Tuition reimbursement

Generous PTO and holidays

Zusammenfassung

Vistage, the world’s largest CEO coaching and peer advisory organization for SMB leaders, seeks an Analyst in Strategic Finance in San Diego. You’ll drive analyses for leadership, participate in FP&A, private equity, and M&A exposure, and partner with business leaders on strategic initiatives.

You will build financial models, prepare monthly metrics for executives and investors, and contribute to planning and due diligence. Hybrid work schedule in a dynamic, growth-oriented culture in San Diego.

Qualifikationen

• 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
• Excellent strategic, analytical, and problem solving skills
• Ability to perform under pressure and tight deadlines
• Experience in BI tools in a data rich environment (BI360, Tableau, SQL, Power BI) is a plus

Aufgaben

• Use analytical skills to gather, model, package and present data to help the business make data-informed decisions
• 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 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
• 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, manage multiple projects simultaneously and stay on track

Kenntnisse

Strategic thinking

Analytical skills

Problem solving

BI tools

Ausbildung

Bachelor’s degree in finance or quantitative field

Tools

BI tools (BI360, Tableau, SQL, Power BI)

Jobbeschreibung

Vistage, the world’s largest CEO coaching and peer advisory organization for SMB leaders, seeks an Analyst in Strategic Finance in San Diego. You’ll drive analyses for leadership, participate in FP&A, private equity, and M&A exposure, and partner with business leaders on strategic initiatives.

You will build financial models, prepare monthly metrics for executives and investors, and contribute to planning and due diligence. Hybrid work schedule in a dynamic, growth-oriented culture in San Diego.