POSITION SUMMARY As an FP&A Analyst, 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. If this sounds exciting, then we want to hear from you!
RESPONSIBILITIES (75% FP&A / 25% STRATEGIC):- 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
- 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
QUALIFICATIONS:- 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
- High degree of organization, individual initiative, personal accountability, and a commitment to driving results in a fast-paced environment while managing multiple priorities simultaneously
- Well-rounded interpersonal skills with the capacity to build strong relationships and collaborate across multiple stakeholders at varying levels
- Ability to effectively communicate, telling stories with data, instilling confidence, educating, and motivating stakeholders to act on recommendations
- Ability to perform under pressure and tight deadlines, while maintaining attention to detail
- 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
- Demonstrated hands-on experience with AI tools applied to real financial workflows - not just familiarity, but evidence of productivity gains or process improvements is a plus
- Experience in BI tools in a data rich environment (BI360, Tableau, SQL, Power BI) is a plus
TOTAL COMPENSATION RANGEThe expected annual pay range for this position is $90,000 to $101,000. This range includes a target annual bonus equal to 6.5% of base compensation. The salary range provided reflects compensation for candidates based in San Diego, CA. Compensation will be determined based on the successful candidate's experience, qualifications, skills, and other job-related factors.
JOB LOCATIONHybrid in San Diego; 3 days onsite, 2 days offsite
