Finance – Strategic Initiatives Analyst
About The Position
The Strategic Initiatives Analyst supports Finance leadership by driving execution of business priorities through structured reporting, communications, and coordination. The role helps enable effective Business Office operations by developing materials, managing recurring routines, and ensuring alignment across Finance teams and enterprise partners. The analyst evaluates Finance performance, operational metrics, strategic priorities, and complex business issues; develops recommendations and action plans; and coordinates strategic initiatives and workstreams. The role also partners with Finance leaders to improve operating processes, governance routines, organizational effectiveness, reporting frameworks, and performance measures. It develops executive-level analyses, business cases, and decision-support materials, and assesses initiative risks, dependencies, and cross-functional impacts.
Requirements
- Bachelor’s degree in business, Finance, or a science/academic field, or equivalent education and related training or experience.
- 5–7 years of experience in Finance, business operations, reporting, Business Office/COO, or coordination-focused roles; financial services experience is preferred.
- Advanced ability to create executive-ready materials and presentations by synthesizing complex inputs into clear, actionable leadership messaging.
- Experience independently leading recurring reporting routines, coordinating operating forums, and driving deliverables across multiple stakeholder groups.
- Advanced facilitation and coordination skills for partnering with senior stakeholders on governance documentation, decision materials, and cross-functional priorities.
- High attention to detail and the ability to think critically and strategically, multitask, and drive change.
- Excellent organizational, interpersonal, communication, facilitation, and negotiation skills.
- Strong meeting management, conflict management, and executive presentation skills, including the ability to guide discussions, surface decisions, and drive follow-up.
- Results-oriented approach and ability to work under difficult time constraints and required delivery dates.
- Critical and strategic thinking with a bias for action to drive change and identify process-improvement opportunities.
- Advanced proficiency in PowerPoint, Excel, and reporting/workflow tools such as Power BI, Tableau, Power Apps, Power Automate, or Microsoft Copilot, with the ability to improve or automate reporting processes.
Nice To Haves
- MBA or advanced degree.
- Advanced risk certifications focused on operational and regulatory areas of the financial services or banking industry.
- Business intelligence certification or advanced experience with tools such as Power BI, Tableau, Power Apps, or Power Automate.
- 5–7 years of Management Consulting, Business Office, or Finance transformation experience.
Responsibilities
- Analyze Finance business performance, operational metrics, and strategic priorities to identify risks, opportunities, and trends, and recommend actions to leadership.
- Independently evaluate complex business issues and develop strategic options, recommendations, and action plans for Finance leadership.
- Support and coordinate strategic initiatives and workstreams by conducting analysis, assessing impacts, and developing recommendations.
- Partner with Finance leaders to assess business challenges and recommend improvements to operating processes, governance routines, and organizational effectiveness.
- Develop executive-level analyses, business cases, and decision-support materials for strategic planning and leadership decisions.
- Assess risks, dependencies, and cross-functional impacts associated with key initiatives and recommend mitigation strategies.
- Identify opportunities to improve reporting frameworks, methodologies, and performance measures.
- Synthesize complex information, form conclusions, and provide recommendations to Finance leadership on business and operational matters.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
