Specialist - Strategic Finance & Analysis (Wealth Management)
Core
Lead financial analysis, business case development, and strategic planning for wealth management initiatives, acquisitions, and growth opportunities.
Role type
Senior IC strategic finance specialist (wealth management)
Builds
Strategic business cases, valuation models, due diligence reports, and executive decision support for wealth management investments.
Domain
Wealth Management / Corporate Strategy / Financial Planning & Analysis
Required skills
Financial modeling, strategic analysis, business case development, data analysis, executive presentation, stakeholder influence, project management
Preferred skills
Experience with Power BI, Tableau, SQL, advanced Excel
Technologies
Power BI, Tableau, SQL, Excel
Responsibilities
Lead financial analysis and business case development for strategic initiatives and growth opportunities; Support potential acquisition activity through valuation analysis and due diligence; Partner with business leaders to evaluate strategic initiatives; Analyze complex data sets to identify trends and actionable insights; Develop scorecards, dashboards, and performance metrics; Prepare executive-ready presentations and recommendations.
Seniority
Senior, hands-on IC