Overview
This role involves serving as a Principal Analyst and Finance AI Expert, focusing on delivering actionable insights to senior finance leaders, particularly CFOs, to advance AI adoption and transform finance functions.
Responsibilities
- Learn and apply a proven methodology to identify world-class insights addressing complex business and AI challenges.
- Develop impactful, timely, objective, and trusted insights tailored for advanced CFOs and finance transformation leaders.
- Translate cutting-edge insights into practical teachings for CFOs and senior finance executives.
- Create prose, graphics, and presentations with engaging storylines that influence strategic approaches.
- Contribute ideas to advance colleagues' thinking on solving critical finance challenges.
- Conduct research interviews with senior finance executives to identify shared challenges, test hypotheses, and provide real-time teaching.
- Continuously deepen expertise in finance and AI to develop thought leadership within the analyst team.
- Engage with senior finance leaders to help solve complex challenges and improve business outcomes.
Requirements
- Enthusiasm for exploring uncharted conceptual areas where existing models or frameworks may not exist.
- Strong appetite for deep content and AI expertise development.
- Ability to analyze qualitative and/or quantitative data to create original insights.
- Willingness to share and debate ideas openly with teammates, stakeholders, and clients.
- Receptiveness to constructive feedback and ability to thrive in iterative environments.
- Excellent oral and written communication skills with attention to precision and logical organization.
- High motivation for continuous learning and independent exploration of new ideas.
- Competence in meeting deadlines, multitasking, and managing work under ambiguity.
- Ability to navigate a highly matrixed, remote work environment and proactively build networks.
Preferred Qualifications
- Master's or PhD degrees in fields such as Sociology, History, Philosophy, Literature, MBA, or related disciplines.
- At least 5 years of experience in research and producing client-ready insights.
- Academic background or professional experience in corporate finance.
- Demonstrated experience using AI tools professionally or personally, with a strong willingness to experiment and stay current with emerging AI capabilities.
- Understanding of how technology, business trends, and macroeconomic shifts impact enterprises and leadership.
Compensation & Benefits
- Estimated base salary range: $84,000 - $112,000 USD, with actual salary dependent on education, experience, and location.
- Eligibility for annual bonus plans based on company and individual performance or role-based uncapped sales incentives.
- Market-leading benefits including generous paid time off, 401(k) match up to $7,200 per year, opportunity to purchase company stock at a discount, and more.
- Flexible hybrid work environment supporting virtual work and in-person collaboration.
Location
Remote work with collaboration across global teams in a matrixed environment.
Equal Opportunity
The employer provides equal employment opportunities without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status. Reasonable accommodations are available for qualified individuals with disabilities.