Analyst, Finance

• The Analyst, Finance Strategic Initiatives will play a key role in supporting high-impact strategic initiatives within the Finance function, partnering closely with cross-functional stakeholders.
• This role will work closely with senior leadership and functional teams to drive analysis, structure complex problems, and support execution of key priorities across Finance, M&A, and Integration; including synergies, integration efforts, pricing initiatives, and operating model enhancements.
• The ideal candidate is a highly analytical, detail-oriented, and proactive professional with strong problem-solving skills and the ability to create clear and compelling executive presentations.
• Key Responsibilities

Data Analysis & Strategic Projects

• Conduct quantitative and qualitative analyses to inform decision-making, including financial modeling, variance and scenario analysis, and business case development
• Support high-priority strategic initiatives across Finance, M&A, and Integration by structuring problems into clear frameworks and developing actionable recommendations
• Prepare executive-level materials, including presentations, summaries, and briefing documents
• Create visualizations, reports, and dashboards to effectively communicate insights and partner with senior team to present them
• Organize and maintain key materials and documentation for internal stakeholders in a structured and clear way

Integration & Cross-Functional Collaboration

• Partner with cross-functional stakeholders (FP&A, Accounting, HR, Operations, Technology, Solutions) to support integration execution
• Assist in identifying value creation opportunities and tracking synergies, including cost efficiencies and operating model improvements
• Support Finance integration activities across geographies, including monitoring milestones, risks, and dependencies and highlighting key issues

Operating Model Improvement

• Support the continuous improvement of processes, tools, and operating models for the Finance function
• Identify risks, bottlenecks, and areas for improvement, and proactively highlight and address key issues
• Develop and maintain project plans and materials to support execution and ensure alignment across stakeholders
• Support the evolution of pricing guidelines, collaborating closely with business and client-facing teams
• Analyze pricing data and identify opportunities with direct P&L impact
• Collaborate with business stakeholders and technology teams (e.g., Salesforce) to streamline processes

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field
• 1–3 years of experience in management consulting, corporate strategy, finance, or a similar analytical role
• Advanced proficiency in Microsoft Excel, Tableau, financial modeling, and data analysis tools
• Advanced proficiency in PowerPoint, with experience creating executive-level presentations
• Strong organizational and project management skills, with the ability to manage multiple workstreams simultaneously
• Exceptional communication skills and ability to analyze complex data and make strategic recommendations based on findings
• High attention to detail, problem-solving skills, and ability to work under tight deadlines
• Experience in wealth management, financial services, or professional services is a plus. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice

The salary for this position is between 90-110k base