Senior Strategy Analyst

Position Overview: A Strategy Financial Analyst is responsible for evaluating and analyzing financial data to assist in developing strategic initiatives and business decisions. This role bridges the gap between financial performance and strategic planning, providing insights that influence the company’s financial direction, investments, and overall business strategy. The analyst works closely with other departments such as finance, marketing, operations, and executive leadership to ensure that business strategies are supported by strong financial reasoning and sound decision-making.

Key Responsibilities:

Financial Analysis & Modeling:

• Develop and maintain financial models to support business strategies, forecasts, and decision-making.
• Analyze financial data to identify trends, risks, and opportunities for the organization.
• Assist in budgeting, forecasting, and strategic planning processes, aligning them with financial goals.
• Conduct variance analysis to compare actual performance against forecasts and provide insights for future planning.

Strategic Planning Support:

• Collaborate with senior leadership to create long-term strategic plans, ensuring financial targets are met.
• Provide data-driven recommendations for cost savings, revenue growth, or investment opportunities.
• Assist in the development of business cases for new projects, acquisitions, or strategic initiatives.

Reporting and Presentations:

• Prepare and present detailed financial reports to senior management, stakeholders, and board members.
• Support the creation of key performance indicators (KPIs) to track the financial performance of strategic projects.
• Present financial information in a clear, actionable manner to non-financial stakeholders.

Cross-Functional Collaboration:

• Work closely with departments like operations, marketing, and sales to evaluate the financial viability of proposed business strategies.
• Assist in monitoring the financial performance of ongoing projects, ensuring that they stay within budget and meet profitability targets.

Market and Competitive Analysis:

• Conduct market research to identify industry trends, competitive benchmarks, and potential growth areas.
• Analyze competitors’ financial performance and strategic approaches, providing insights that could benefit the organization.

Risk Management and Decision Support:

• Identify potential risks related to business strategies and recommend mitigation plans.
• Provide financial insights to help leaders make informed decisions, balancing risk and return.

Process Improvement:

• Identify opportunities to improve financial processes and systems, ensuring greater accuracy and efficiency in reporting and forecasting.
• Work on continuous improvement initiatives to streamline financial analysis and strategic planning workflows.

Required Skills and Qualifications:

Educational Background:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (required).
• Advanced degrees such as an MBA or a relevant certification (e.g., CFA, CPA) are a plus.

Experience:

• 2-5 years of experience in financial analysis, strategic planning, or management consulting.
• Experience with financial modeling, budgeting, and forecasting is essential.
• Familiarity with financial tools and software such as Excel, Tableau, or other ERP systems.