Senior Analyst, Strategic Finance

  • Location: San Diego , California
  • Type: Direct Hire
  • Job #52631

We’re partnering with a PE-backed, global professional services/advisory organization (~$400M revenue, 40+ countries, multiple recent acquisitions) that is investing heavily in enterprise AI ahead of its next major growth phase and future transaction cycle to help them identify their next FP&A Analyst!

As a Senior Analyst in Strategic Finance, you will be part of a high performing team driving analyses that help the leadership team execute on strategic initiatives. You will serve as an analytical powerhouse and strategic partner to business leaders through the organization. In addition to financial planning and reporting (internal & external), you will also gain exposure to private equity, M&A execution, and data analytics.

This is a hybrid role (3 days onsite, 2 days offsite) out of their San Diego, CA HQ.

Financial Planning & Analysis Analyst

  • Location: San Diego , California
  • Type: Direct Hire
  • Job #52630

We’re partnering with a PE-backed, global professional services/advisory organization (~$400M revenue, 40+ countries, multiple recent acquisitions) that is investing heavily in enterprise AI ahead of its next major growth phase and future transaction cycle to help them identify their next FP&A Analyst!

As an FP&A Analyst, you will be part of a high performing team driving analyses that help the leadership team execute on strategic initiatives. You will serve as an analytical powerhouse and strategic partner to business leaders through the organization. In addition to financial planning and reporting (internal & external), you will also gain exposure to private equity, M&A execution, and data analytics.

This is a hybrid role (3 days onsite, 2 days offsite) out of their San Diego, CA HQ.
 

AI Builder & Enablement Specialist

  • Location: San Diego , California
  • Type: Direct Hire
  • Job #52629

We’re partnering with a PE-backed, global professional services/advisory organization (~$400M revenue, 40+ countries, multiple recent acquisitions) that is investing heavily in enterprise AI ahead of its next major growth phase and future transaction cycle. 

This is a hybrid role (3 days onsite, 2 days offsite) out of their San Diego, CA HQ.

This is an AI Builder & Enablement Specialist role reporting into a highly strategic finance/AI leadership group. This individual will design, build, and deploy AI agents, automations, and internal tools using modern LLM platforms and orchestration frameworks (e.g., Claude, ChatGPT, Copilot, Zapier, Make, n8n, Power Automate), help design and deliver AI training programs for all levels — from executives to individual contributors.

A few things that make this role special:

  • Massive visibility and impact — this person will help lead AI adoption across the entire enterprise (Sales, Marketing, Ops, Finance, HR, Customer Success, etc.) and build real-world AI agents/automations that directly drive business efficiency and value creation
  • Strong mentorship / exposure — you’d work directly with a high-caliber finance/operator leader driving company-wide strategic initiatives
  • Fast-track growth potential — the hiring leader specifically talked about how this role could evolve very quickly for the right person, especially if they can prove impact early

Responsibilities breakdown (50% BUILD / 35% ENABLEMENT / 15% STRATEGY)
 

Commercial Lines Insurance Producer

  • Location: San Diego, California
  • Remote: Remote
  • Type: Direct Hire
  • Job #51841

We are partnering with a well-established, privately held commercial insurance brokerage to add an experienced Commercial Lines Producer. This is an evergreen growth role focused on hiring proven producers who own their book of business and want long-term upside, autonomy, and a true ownership path.

This opportunity is best suited for producers who are still actively selling and looking to grow their book, not individuals seeking a place to park existing business.

This is a commission-based role with competitive splits
45% new business
35% renewals
Transition compensation available based on book size and roll
Transition compensation is not a draw and not clawed back
Additional incentives may apply based on production and referrals

 

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