Analyst / Senior Analyst, Strategic Finance

Vistage Worldwide, Inc. is the world’s largest CEO coaching and peer advisory organization for small and midsize business leaders. As an Analyst / Senior Analyst in Strategic Finance, you will drive analyses to support strategic initiatives and partner with business leaders, focusing on financial planning, reporting, and data analytics.

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
• 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
• Use LLMs (Claude, ChatGPT, Gemini) to compress diligence timelines, accelerate scenario modelling, and generate executive-ready narratives from raw financial data
• Establish lightweight governance standards for AI-assisted finance outputs, including documentation, validation tie-outs, and repeatability so AI-generated work meets gold standard for executive and board consumption
• Partner with Sales, Marketing, and Operations teams to expand AI-driven decision support beyond finance, serving as an internal leader on where AI creates the most leverage

Skills

• 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
• Demonstrated hands-on experience with AI tools applied to real financial workflows – not just familiarity, but evidence of productivity gains or process improvements
• Experience in BI tools in a data rich environment (BI360, Tableau, SQL, Power BI) is a plus
• 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

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

Company Overview

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