Analyst, Strategic Finance

Vistage WorldwideSan Diego, CA
$100,000 - $108,000Hybrid

About The Position

As an 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.

Requirements

  • 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

Nice To Haves

  • Experience in BI tools in a data rich environment (BI360, Tableau, SQL, Power BI) is a plus

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
  • 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, 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

Benefits

  • Fully-paid healthcare is provided for employees through Aetna
  • Access to dental, vision, and life insurance coverage available to employees at very low rates
  • Eligibility for 401(k) matching funds after your first month as an employee
  • Free individual investment counseling
  • 16 days of paid time off + 12 paid holidays per year
  • Additional annual paid days off based on tenure
  • Free snacks
  • Weekly free lunch day
  • Free lattes and nitro cold brew coffee on tap
  • On-site gym is decked out with Peloton bikes and other top-tier fitness equipment
  • Access to an additional gym, volleyball courts, and a scenic office park
  • Actionable career progression plan developed through individual collaboration with their manager
  • Promoting from within
  • All-staff development days held in our state-of-the-art learning center
  • Tons of individualized development resources
  • Generous tuition reimbursement program
  • Employee happy hour
  • Annual holiday party
  • Padres luxury suite for summer baseball outing
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