Manager, Financial Strategy & Analytics

Job Description

The Company

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A global fintech platform. The culture is built on entrepreneurial spirit, leadership, accountability, and collaboration.

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The Opportunity

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This is not traditional FP&A. The seat functions as an internal strategy resource for the CFO and executive team, closer to corporate development or strategic finance than to recurring reporting. When leadership has a question about growth, capital allocation, an investment, cost structure, or a new initiative, this person receives it, determines what the analysis should look like, builds the model, and turns it into a Board-ready story.

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What You'll Own

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• Inbound analytical requests from the executive team and Board, including scoping, prioritizing, and delivering under tight timelines with limited direction
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• Financial models and scenario analyses spanning organic growth sensitivities, capital allocation trade-offs, investment cases, and cost structure scenarios
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• Integration of internal financial data with external market intelligence to provide competitive benchmarking, industry context, and market sizing
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• Partnership with revenue, commission, and expense functions to pull inputs into enterprise-level scenario frameworks
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• The enterprise long-range model, including a full annual refresh and ongoing use for scenario planning
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• Executive-ready presentations that lead with insight, support with data, and drive toward a clear recommendation
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• CFO-ready briefing materials that anticipate questions, surface risks and sensitivities, and present a reasoned point of view
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• Fluency with the firm's financial architecture including management reporting views, public company metrics, and non-GAAP frameworks
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• Structured, hypothesis-driven problem framing on ambiguous questions, delivering an answer rather than a data dump
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• Identification and resolution of analytical gaps, data quality issues, and unstated assumptions before final delivery
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What You Bring

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• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field
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• Experience in strategy consulting, investment banking, strategic finance, or corporate FP&A with a track record of executive-level deliverables
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• Strong financial modeling skills including scenario analysis, sensitivity analysis, and investment case development, with the ability to build from a blank page
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• Exceptional PowerPoint and executive communication skills
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• Experience integrating external market data and research with internal financial data
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• Proven ability to work independently on ambiguous, high-priority requests
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• High analytical rigor and the confidence to form and defend a point of view
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• MBA from a leading program preferred
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• Insurance brokerage, financial services, or similarly complex multi-entity experience preferred
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• Familiarity with public company reporting, non-GAAP metrics, or investor-facing communication preferred
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• Power BI or Tableau experience a plus
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