Strategic Finance Lead

Insight Global; Irvine (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Insight Global in Irvine, CA is seeking a Strategic Finance Lead to partner with senior leaders, drive FP&A, strategic planning, and data-driven decision making across business units. You will translate complex financial data into executive insights and collaborate cross-functionally to support operational objectives and long-term growth.

The role requires strong analytical, communication, and project management skills, with background in investment banking or management consulting and

Qualifications

• 5+ years of professional experience in investment banking, management consulting, corporate strategy, or a related analytical role.

Responsibilities

• Strong foundational knowledge of FP&A concepts, including budgeting, forecasting, and variance analysis.
• Demonstrated strong numerical, analytical, and problem‑solving skills, with the ability to synthesize complex data into actionable insights.
• Excellent written and verbal communication skills, with experience presenting to or supporting senior leadership.
• Proven ability to work collaboratively in team‑based environments while also operating independently when needed.
• Strong project and time management skills, with attention to detail and the ability to manage competing priorities effectively.
• Background in Accounting or experience working closely with accounting teams.
• Prior experience within a large investment management, asset management, or financial services firm.
• Experience building dashboards, financial reports, or data visualizations using Power BI, Tableau, or similar tools.
• Basic to intermediate coding or data manipulation skills (e.g., SQL, Python, or advanced Excel).
• Exposure to cost management, operational finance, or enterprise‑wide strategic initiatives.

Skills

Investment banking

Management consulting

FP&A basics

Budgeting

Forecasting

Variance analysis

Executive communication

Team collaboration

Project management

Accounting background

Data storytelling

Operational finance

Education

Bachelor's degree in Finance/Economics/Accounting/Business

Tools

Power BI

Tableau

SQL

Python

Excel

Job description

Job Description

The Strategic Finance Lead will partner closely with senior leaders and cross‑functional stakeholders to support strategic decision‑making across business units. This role blends financial analysis, FP&A, and strategic thinking to evaluate business performance, inform long‑term planning, and develop data‑driven recommendations that supports operational and strategic objectives.The ideal candidate brings a strong analytical foundation, experience from investment banking or management consulting, and the ability to translate complex financial information into clear, compelling insights for executive audiences.

Skills and Requirements

• 5+ years of professional experience in investment banking, management consulting, corporate strategy, or a related analytical role.
• Strong foundational knowledge of Financial Planning & Analysis (FP&A) concepts, including budgeting, forecasting, and variance analysis.
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related quantitative field.
• Demonstrated strong numerical, analytical, and problem‑solving skills, with the ability to synthesize complex data into actionable insights.
• Excellent written and verbal communication skills, with experience presenting to or supporting senior leadership.
• Proven ability to work collaboratively in team‑based environments while also operating independently when needed.
• Strong project and time management skills, with attention to detail and the ability to manage competing priorities effectively.
• Background in Accounting or experience working closely with accounting teams.
• Prior experience within a large investment management, asset management, or financial services firm.
• Experience building dashboards, financial reports, or data visualizations using Power BI, Tableau, or similar tools.
• Basic to intermediate coding or data manipulation skills (e.g., SQL, Python, or advanced Excel).
• Exposure to cost management, operational finance, or enterprise‑wide strategic initiatives.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].