Financial Strategy Analyst

Job Description:

Desired Experience
· 5-7 years for of experience in strategy / consulting, with data and/or finance modeling experience

Necessary Skills

· Strong Excel & financial modeling skills with experience in analysis of large data sets
· A quantitative background with a degree in Finance, Accounting, Statistics, Mathematics, or Economics

Core Responsibilities

· Lead project phases (with minimal support), own engagement deliverables and act as a key strategic partner to project leadership. You will support multiple clients, playing a critical role on our most complex strategy assignments.
· Resilient and adaptable in the face of ambiguity or incomplete data sets; able to make sound assumptions, identify proxies, and build directionally correct models and strategies to move work forward
· Demonstrates a high level of curiosity and continuous learning mindset; proactively seeks to understand new industries, tools, and methodologies to improve outcomes and client value
· Creative and inventive in approach to problem-solving; comfortable challenging conventional thinking and developing innovative frameworks or tools when standard solutions fall short
· Build & optimize Excel-based financial models to help clients estimate economic implications of a loyalty programs and customer engagement strategies
· Run modeling scenarios, QA, sensitivity analyses, validate assumptions to ensure reliability in forecasts
· Analyze customer data, such as transactional and promotional data, extract insights in support of strategic approach
· Storyline quantitative data into clear, thoughtful slides for client presentation.
· Translate Excel-based financial models and tools into scalable Microsoft PowerApps solutions to improve accessibility, interactivity, and operational integration for clients
 

Ideal Requirements

· Exceptional analytical & critical thinking skills – able to interpret results, understand implications, and establish strategic recommendations based on comprehensive data analysis
· Strong communicator, with experience presenting complex data and financial results in clear, concise, and impactful presentation formats
· Demonstrated leadership ability - effective in both leading junior-level team members and influencing senior clients
· Quick to learn, adept in taking on new challenges, and a committed to enabling continuous improvement
· Diligent, disciplined, and accountable - comfortable in performing at a high-level in a dynamic deadline driven environment

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