
Strategic Finance & Investment Analysis- Vice President
- Plano, TX
- Permanent
- Full-time
- Partner with WLS leaders and F&BM colleagues to develop product investment business cases and KPIs.
- Analyze operational throughput to identify efficiency opportunities and drive transformation efforts.
- Provide analysis to enable leaders to make optimization decisions.
- Utilize large datasets to conduct portfolio analyses and identify investment opportunities.
- Analyze data, assess KPI trends, and assist in developing WLS strategy.
- Lead data-driven analyses to provide transparency and enable decision-making.
- Structure complex problems into simple frameworks for strategic development.
- Design management reporting packages to communicate business results.
- Create executive-level presentations using PowerPoint PitchPro+.
- Collaborate with leaders to structure complex problems and drive impactful transformation efforts.
- Communicate effectively with business partners to drive project next steps.
- Bachelor's degree.
- 7 years of experience in financial data analysis and storytelling.
- Strong PowerPoint, Excel, and Word skills required.
- Ability to work collaboratively and develop strong partnerships with employees at multiple levels.
- Strong presentation skills and ability to communicate initiatives effectively.
- Strong verbal and written communication skills.
- Ability to produce results in a fast-paced environment.
- Ability to interpret and present complex data.
- Strong attention to detail and solid work ethic.
- Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
- Excellent problem-solving and critical thinking skills.
- MBA strongly preferred.
- Experience in financial services or a related field.
- Familiarity with data visualization tools and techniques.