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Strategic Finance Lead (Hybrid, Friday’s remote)
Los Angeles, CA 90071 or Irvine, CA 92618
12 months (potential extension)

Primary responsibilities/essential functions:

• The Strategic Project Lead will partner closely with senior leaders and cross-functional stakeholders to support strategic decision-making across business units.
• This role blends financial analysis and strategic thinking to evaluate business performance, inform long-term planning, and develop data-driven recommendations that supports operational and strategic objectives.
• The ideal candidate brings a strong analytical foundation, experience from investment banking or management consulting, and the ability to translate complex financial information into clear, compelling insights for executive audiences.

Qualifications & skills:

• 3+ years of professional experience in investment banking, management consulting, corporate strategy, or a related, analytical role.
• Strong foundational knowledge of Financial Planning & Analysis concepts, including budgeting, forecasting, and variance analysis
• Bachelor degree in Finance, Economics, Accounting or a related, quantitative field
• Demonstrates strong numerical, analytical, and problem-solving skill with an ability to synthesize fundings for an executive audience
• Excellent written and verbal communication skills
• Proven ability to work collaboratively in a team-based environment, but also the ability to lead projects and operate independently when needed
• Strong project and time management skills, especially an ability to handle competing priorities effectively

Nice-to-Have skills and experience:

• Priori experience with a large investment management, asset management, or financial services firm
• Experience building dashboards, financial reports, or data visualizations with Power BI, Tableau, or similar tools
• Basic to intermediate coding or data manipulation skills (e.g., SQL, Python, advanced Excel)
• Exposure to cost management, operational finance, or enterprise-wide strategic initiatives

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