Senior Analyst, Strategic Finance
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.
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
- 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
- Use LLMs (Claude, ChatGPT, Gemini) to compress diligence timelines, accelerate scenario modelling, and generate executive-ready narratives from raw financial data
- Establish lightweight governance standards for AI-assisted finance outputs, including documentation, validation tie-outs, and repeatability so AI-generated work meets gold standard for executive and board consumption
Desired Skills and Experience
- 1-3 years of investment banking, strategy consulting, corporate FP&A, or related experience
- Bachelor’s degree in finance or quantitative field (Math, Physics, Computer Science, 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, while maintaining attention to detail
- Demonstrated hands-on experience with AI tools applied to real financial workflows – not just familiarity, but evidence of productivity gains or process improvements
- Experience in BI tools in a data rich environment (BI360, Tableau, SQL, Power BI) is a plus
- Intellectual curiosity about how AI is reshaping finance – you follow developments in the space, form opinions on what works, and are eager to bring new tools to the team before asked
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