Specialist - Strategic Finance & Analysis (Wealth Management)
Core
Lead financial analysis, business case development, and strategic planning for wealth management initiatives, partnerships, and growth opportunities.
Role type
Senior IC strategic finance specialist (wealth management)
Builds
Strategic business cases, financial models, executive presentations, and performance dashboards for wealth management leadership.
Domain
Wealth Management / Corporate Strategy
Required skills
Financial modeling, business case development, strategic analysis, complex 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 and enhance scorecards and performance metrics; Analyze large datasets to identify trends and actionable insights; Prepare executive-ready presentations and recommendations.
Seniority
Senior, hands-on IC