The analyst will lead the process for preparing financial forecasts in partnership with company leaders and support the annual operating plan cycle, including target setting and producing senior leadership presentations. They will collaborate with operations teams to drive operational excellence and optimize conversion costs while developing and monitoring KPIs tied to strategic goals.

The Wealth Strategist will analyze estate planning documents, prepare summaries, and administer complex wealth transfer strategies such as GRATs, IDGT sales, and SLATs. This role also involves coordinating document execution with outside counsel and preparing client meeting materials and planning illustrations.

This role is responsible for building and owning financial models that guide deal pricing for CCBX partnerships across various financial services, ensuring visibility into contribution, expenses, and P&L impact. Key duties include quantifying revenue streams and fully loaded costs, incorporating complex financial concepts like FTP and capital impacts to determine profitability, and creating term sheets and pricing exhibits.

Financial Analyst providing financial analysis and guidance in government contracting