POSITION SUMMARY
As an Analyst in FP&A, you will be part of a high performing team driving analyses that help the leadership team execute on strategic initiatives.You will serve as an analytical powerhouse and strategic partner to business leaders through the organization.In addition to financial planning and reporting (internal & external), you will also gain exposure to private equity, M&A execution, and data analytics. If this sounds exciting, then we want to hear from you!
THE COMPANY
Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster as well as for SMB leaders to maximize their impact.
The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 36 counties around the world.These SMB executives typically spend a day or more with Vistage every month to immerse themselves in our comprehensive platform for making better decisions, getting better results and becoming better leaders. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), and deep insights from subject matter experts.
Vistage was founded more than 65 years ago and we’ve grown every year since then by innovating to stay on the cutting-edge of business and being relentless in delivering value to our members. Our success is demonstrated by the fact that Vistage member companies grow 2.2 times faster than non-Vistage peer companies. Learn more about us at www.vistage.com.
VISTAGE EMPLOYEE LIFE
Vistage’s success is anchored by a unique culture which reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:
Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area.It features an open, modern aesthetic with lots of collaboration spaces, free lattes and cold brew on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
We sweat the details. Our onsite gym is decked out with Peloton bikes, a Mirror workout system and plenty of other equipment to keep your workout challenging and fresh. On-site yoga classes, chair massages and smoothie days also help to keep us focused and healthy!
We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center as well as access to tons of individualized development resources and a tuition reimbursement program.
We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Anthem Blue Cross along with access to dental, vision and life insurance coverage. Take care of your financial future with 401(k) matching funds eligibility after your first month as an employee and utilize the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off per year to allow you to relax and recharge . . . employees receive additional annual paid days off based on tenure.
We keep it fun! Whether you’re enjoying our summer baseball outing, unwinding during an employee happy hour or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules along with freedom to work from home in bunny slippers if that’s your thing! We value mutual respect and laughter . . . we hate stiff formality.You’ll have regular access to Vistage executives—our CEO even buys everyone doughnuts several times a year to fuel his informal employee chats!
Vistage’s culture and sense of mission drives employee loyalty: more than half of our staff has been with the company for five years or longer.Are you ready to start your Vistage journey?
RESPONSIBILITIES:
- Use your analytical skills to gather, model, package and present data to help the business make data informed decisions and grow intelligently
- Perform ad hoc analyses and communicate insights to functional business leaders to action
- Prepare monthly financial & operating metrics reports for executive team, private equity investors and board members
- Identify, investigate, and communicate risks and opportunities impacting the business
- Own the financial management over a number of Vistage’s revenue and/or cost categories
- Help improve forecasting accuracy and run variance analysis for actuals vs. budget & forecast
- Drive the annual planning and new investment submission processes
- Utilize the company’s planning software, and 25+ data sources to query & analyze data
- Be a key partner and counsel to executives on all FP&A matters relating to their function
- Leverage technology to provide data analytics services to provide timely, accurate and actionable data to help drive insights, solve business problems, drive value, and gain strategy
- Quickly spot errors and discrepancies, in the fine details and big picture
- Dive deep into numbers and use quantitative analysis to draw conclusions
QUALIFICATIONS:
- 0-3 years of investment banking, strategy consulting, corporate FP&A, or related experience
- Bachelor’s degree in finance or quantitative field (Math, Physics, Computer Science, Stats)
- Excellent strategic, analytical, and problem solving skills
- High degree of organization, individual initiative, personal accountability, and a commitment to driving results in a fast-paced environment while managing multiple priorities simultaneously
- Well-rounded interpersonal skills with the capacity to build strong relationships and collaborate across multiple stakeholders at varying levels
- Ability to effectively communicate, telling stories with data, instilling confidence, educating, and motivating stakeholders to act on recommendations
- Ability to perform under pressure and tight deadlines, while maintaining attention to detail
- Experience in BI tools in a data rich environment (Power BI, BI360, Tableau, SQL) is a plus
TOTAL COMPENSATION RANGE
$80,000 - $90,000 Salary + Corporate Bonus (salary based in San Diego, CA)
JOB LOCATION
Hybrid in San Diego; 3 days onsite, 2 days offsite
