Analyst, Financial Planning & Analysis
Not Disclosed•Full-TimeHybrid
location_onScranton Road, Sorrento Valley, San Diego, San Diego County, California, 92121, United States
As an FP&A Analyst, you will serve as an analytical powerhouse and strategic partner to business leaders across the organization. You will drive analyses that help the leadership team execute on strategic initiatives, moving beyond traditional financial planning and reporting to gain exposure to private equity, M&A execution, and data analytics. This role is designed for someone who thrives in ambiguity, enjoys diving deep into numbers to draw conclusions, and is eager to leverage technology to solve business problems and drive value.
Vistage is the world's largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. Founded more than 65 years ago, we have grown every year by innovating to stay on the cutting-edge of business. We serve 45,000+ members—CEOs, owners, and executives of SMB organizations across the US and in 40 countries—who immerse themselves in our comprehensive platform to become better leaders and achieve better results. Our members grow 2.2 times faster than non-Vistage peer companies.
Vistage's success is anchored by a unique culture that reinforces employee commitment to our mission, with more than half of our staff having been with the company for five years or longer. Our US headquarters in San Diego's UTC area features an open, modern aesthetic with collaboration spaces, free snacks, and weekly lunch days. We invest in your well-being with an on-site gym featuring Peloton bikes, access to volleyball courts, and a scenic office park.
We prioritize career growth through actionable progression plans, all-staff development days, and a generous tuition reimbursement program. Our benefits package includes fully-paid healthcare, dental, vision, and life insurance, along with 401(k) matching and 16 days of paid time off plus 12 holidays. The office vibe is business casual with flexible schedules, allowing employees to work from home two days per week. We value mutual respect and laughter, hosting events from summer baseball outings in the Padres luxury suite to annual holiday parties.
If you are ready to start your Vistage journey, we invite you to apply. We look for candidates who demonstrate intellectual curiosity about how AI is reshaping finance and have hands-on experience applying AI tools to real financial workflows.
Work model: Hybrid
Scranton Road, Sorrento Valley, San Diego, San Diego County, California, 92121, United States
San Diego, California
Demonstrated hands-on experience with AI tools applied to real financial workflows, showing evidence of productivity gains or process improvements. Experience in BI tools in a data-rich environment (BI360, Tableau, SQL, Power BI).
Skills: Financial Modeling, Valuation, SQL, Tableau, Power Bi, Ai Tools, Bi360.
Education: Bachelor's degree in finance or quantitative field (Math, Physics, Computer Science, Stats) required.
Vistage Worldwide, Inc. operates within the professional training and coaching sector, based in San Diego, California. Since its founding in 1957, the organization has focused on supporting CEOs and business owners of small to midsize enterprises through executive coaching and peer advisory services. The company facilitates growth strategies designed to help member companies achieve long-term stability and success.
The organization currently serves a global network comprising 45,000 members across 40 countries. This reach is managed by 1,300 Chairs who guide participants in developing leadership capabilities and making informed business decisions. Data indicates that Vistage member companies maintain an average lifespan of over 21 years, contrasting with the typical five-year failure rate for U.S. businesses. This extended longevity highlights the effectiveness of the peer advisory model in navigating complex business challenges and driving sustainable outcomes.
Browse more roles: All Vistage Worldwide, Inc. jobs, accounting & finance jobs on Recrutus.
Experience
1-3 yrs (Entry Level)
Education
Bachelor's degree in finance or quantitative field (Math, Physics, Computer Science, Stats) required
Job Type
Full-Time
