Manager, Strategic Finance
About The Position
Join WTW’s Strategic Finance team to shape WTW’s long‑range strategy, investments, and M&A opportunities by advising senior leaders with clear, impactful financial analysis. The Strategic Finance team is a part of WTW’s Global Financial Planning & Analysis (FP&A) organization, reporting to the Senior Director, Strategic Finance & Change Initiatives. The role sits in the intersections of Strategy, M&A, FP&A, and Transformation and you will continue to help shape this high-performing, cross-functional team. You are the designated financial expert in assessing investments, M&A, and transformation opportunities and you will be hands-on in developing business cases, leading change initiatives, and communicating results to senior stakeholders in a way they can understand ‘where value may be coming from and where there may be risk or opportunities.’ The ideal candidate will bring strong financial acumen, exceptional financial modeling expertise, intuition for impactful analysis, and the eagerness to grow in Corporate Finance, FP&A, and Capital Markets disciplines.
Requirements
- strong financial acumen
- exceptional financial modeling expertise
- intuition for impactful analysis
- eagerness to grow in Corporate Finance, FP&A, and Capital Markets disciplines
Responsibilities
- Develop three statement financial models (income, cash flow, balance sheet, and pro forma analysis) supporting M&A, investments, financing, valuation, and business decisions.
- Support Investor Relations with capital markets research, financial strategy / guidance, market sentiment analysis, and investor outreach.
- Evaluate working capital, liquidity requirements, capital structure, and prepare analysis for rating agencies, lenders, and investors.
- Support business case development and executive-ready presentations that highlight key financial findings and recommendations.
- Build detailed operating models supporting business decisions throughout the M&A cycle.
- Lead financial due diligence in assessing business performance, quality of earnings, financial risk to support the successful execution of transactions.
- Support M&A with interlinked analysis like DCF/NPV, EV/equity value, debt/equity, source/use of cash, and GAAP/Non-GAAP during LOI, term sheets, and sign-to-close.
- Coordinate counterparty engagements and negotiations working with investment banks, underwriters, financial advisors, and credit rating agencies.
- Serve as a partner to the integration / separation leaders on opportunity assessment, financial modeling, restructuring, decision support, and reporting and forecasting.
- Ensures the continuity of financials, operating models, and analysis post-acquisitions.
- Develop long-range plans, budgets, forecasts, cash flow models, and KPIs.
- Develop analysis and presentations for the Investment and M&A Committees.
- Prepare Board-ready budget presentations, support proxy filings, or similar executive level analysis.
- Manage several projects at once ensuring timely execution and effective teamwork.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
