Overview
This role involves serving as a Principal Analyst and Finance AI Expert, responsible for delivering actionable insights and thought leadership to senior finance executives, particularly CFOs, on AI and finance transformation.
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 for advanced CFOs and senior finance leaders.
- Translate cutting-edge insights into practical teachings that help finance leaders advance AI initiatives and transform finance functions.
- Create prose, graphics, and presentation content with engaging storylines to influence senior finance executives' strategic approaches.
- Contribute ideas that advance colleagues' thinking on solving critical finance challenges.
- Conduct research interviews with senior finance executives to identify shared challenges, test hypotheses, and provide in-the-moment teaching.
- Continuously deepen expertise in finance and AI to develop thought leadership within the finance 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.
- Willingness to dive deep into finance and AI content areas to develop expertise and distill key findings.
- Ability to gather, analyze, restructure, and create original insights from qualitative and/or quantitative data.
- Openness to sharing ideas subject to respectful critique and intellectual debate.
- Receptivity to constructive feedback and ability to thrive in a highly iterative environment.
- Strong oral and written communication skills with attention to precision and logical organization.
- High aspiration 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 globally.
Preferred Qualifications
- Master's or PhD degree 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 or with 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.
- Participation in an annual bonus plan or role-based, uncapped sales incentive plan.
- 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 environment with global collaboration.
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.