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
Builds
Strategic business cases, valuation models, financial projections, and executive decision support frameworks
Domain
Wealth Management / Corporate Strategy
Required skills
Financial modeling, strategic analysis, business case development, data analysis, executive presentation, stakeholder influence
Preferred skills
Power BI, Tableau, SQL, advanced Excel
Responsibilities
Lead financial analysis and business case development for strategic initiatives; Support potential acquisition activity through valuation analysis and due diligence; Partner with business leaders to evaluate long-term growth opportunities; Develop scorecards, dashboards, and performance metrics; Prepare executive-ready presentations and recommendations; Act as a trusted thought partner on ambiguous business challenges
Seniority
Senior, hands-on IC
