Analyst, Financial Planning & Analysis

Job Description

Job Description

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!

THE COMPANY

Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.

The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 counties around the world. These SMB executives spend a day or more with Vistage every month immersing themselves in our comprehensive platform to become better leaders, make better decisions, and achieve better results. Our platform features valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), deep insights from subject matter experts, community networks, research, and software modules such as strategic planning, company valuation, and M&A planning.

Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting-edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at

VISTAGE EMPLOYEE LIFE

Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:

• Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
• We sweat the details. Our on-site gym is decked out with Peloton bikes and other top-tier fitness equipment to keep your workout challenging and fresh. Our campus also offers access to an additional gym, volleyball courts, and a scenic office park, perfect for getting in those midday steps!
• We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program.
• We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Aetna, along with access to dental, vision, and life insurance coverage available to employees at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off + 12 paid holidays per year to allow you to relax and recharge. Employees receive additional annual paid days off based on tenure.
• We keep it fun! Whether you’re with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour, or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules, along with the freedom to work from home two days per week if you so choose! We value mutual respect and laughter . . . we hate stiff formality. You’ll have regular access to Vistage executives—our CEO even buys everyone doughnuts to fuel his informal employee chats!

Vistage’s culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey?

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 RANGE

$85,000 - $95,000 Salary + Corporate Bonus (salary based in San Diego, CA)

JOB LOCATION

Hybrid in San Diego; 3 days onsite, 2 days offsite