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Temporary/CasualFinance

Strategic Finance Analyst [213315]

Aquent TalentIRVINE, CA🇺🇸United States

Why this role stands out

You will drive critical strategic decisions and shape the future trajectory of a premier global investment management firm, influencing global operations and investment strategies. This role is perfect for an intellectually curious and analytically sharp professional who thrives on tackling ambiguous, high-impact business questions and wants to make a significant impact. Apply now to leverage your analytical prowess in a dynamic and intellectually stimulating environment.

Quick overview

SeniorityMid Senior
Employment typeTemporary/Casual
Work modeOn Site
LocationIRVINE, CA, United States
Microsoft ExcelMicrosoft PowerPointFP&AFinancial ModelingGeneral LedgerSAP

Job description

Aquent is proud to partner with a premier global investment management firm renowned for its deep expertise in investment strategies and unwavering commitment to long-term value creation. In this dynamic role, you will have the unique opportunity to leverage your analytical prowess to drive significant impact, directly influencing critical strategic decisions that shape the future trajectory of the business and its global operations.

The Opportunity

Step into a pivotal position where your financial insights will directly inform senior leadership and propel operational excellence. This is an exciting opportunity for an intellectually curious and analytically sharp professional to immerse themselves in strategic decision-making, ad-hoc business evaluations, and long-term planning. You will tackle ambiguous, high-impact business questions—ranging from analyzing the financial feasibility of global strategies to modeling complex headcount scenarios—fundamentally shaping the future of investment management operations.

What You’ll Do

  • Lead sophisticated financial modeling and scenario analysis for high-priority ad-hoc initiatives, including real estate footprint adjustments, strategic software implementations, and comprehensive organizational headcount planning.
  • Develop robust, dynamic financial models from the ground up, adeptly aggregating and structuring complex, multi-source datasets in Excel to drive creative solutions beyond rigid templates.
  • Transform intricate quantitative outputs into clear, compelling, and high-impact PowerPoint presentations that effectively communicate key findings, underlying drivers, and strategic recommendations to senior leadership.
  • Collaborate closely with diverse business units to evaluate the financial implications of strategic decisions, linking core corporate finance concepts to broader business growth objectives.
  • Work hand-in-hand with finance directors and managers to continuously refine project frameworks and deepen your understanding of key business drivers.

Must-Have Qualifications

  • 5–8 years of progressive experience in Strategic Finance, Corporate Strategy, Investment Banking, Management Consulting, or advanced analytics-driven FP&A roles.
  • Bachelor’s degree in Finance, Economics, Accounting, or a closely related quantitative field.
  • Exceptional Excel modeling capabilities, including mastery of complex formulas, mapping tables, and data aggregation techniques, with a proven ability to construct sophisticated models from raw, unorganized datasets.
  • Strong proficiency in PowerPoint, with a demonstrated talent for transforming complex financial outputs into clear, visually engaging narratives and executive-level summaries.
  • Solid foundational understanding of financial hierarchies, cost center structures, General Ledger (GL) account frameworks, and core corporate finance principles.
  • Comfort with ambiguity and the proactive drive to build structured solutions for open-ended business problems lacking a predefined blueprint.
  • Intellectual curiosity and a genuine desire to understand the “why” behind business operations and how financial decisions drive revenue.
  • Self-motivation and a collaborative spirit, with the confidence to ask thoughtful questions, challenge the status quo, and work team-wide to refine best practices.

Nice-to-Have Qualifications

  • Prior exposure to the intricacies of investment management, capital markets, or asset management distribution/sales models.
  • Familiarity with cloud-based Enterprise Performance Management (EPM) tools such as SAP Analytics Cloud (SAC) or similar corporate planning systems.
  • Experience viewing and interpreting data within visualization tools like PowerBI or Tableau.

Client Description

Our client is a is a privately owned global investment management firm and one of the world’s largest active fund managers.

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