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Lead Financial Strategist

2 months ago


Pittsburgh, Pennsylvania, United States WESCO International Full time
Position Overview

As a Lead Financial Strategist within the Corporate Development team, you will play a pivotal role in the formulation, coordination, and documentation of forward-looking financial and business-related merger & acquisition (M&A) and venture capital investment initiatives. Your expertise will be essential in crafting financial forecasts, valuation models, and comprehensive reports while providing strategic analytical insights for designated projects. You will oversee teams comprising both internal and external stakeholders as they conduct thorough due diligence on selected acquisition and investment opportunities, culminating in the preparation of consolidated reports. Your ability to identify challenges and propose actionable solutions will be crucial in enhancing M&A operations.

Key Responsibilities:
  • Refine and uphold standardized methodologies for analyzing, assessing, and securing approvals for financial backing of proposed acquisitions and investments.
  • Assess actual performance of targets against projections.
  • Facilitate collaboration across various functions and business units to gather information and solicit input on critical assumptions and variables.
  • Assist in the development of the unit's annual budget, while monitoring and analyzing variances throughout the fiscal year.
  • Track progress towards established objectives.
  • Identify challenges and recommend strategies for operational improvements and resource allocation.
  • Conduct additional strategic analytical tasks as required.
  • Perform a detailed end-of-period review of financials to ensure accurate reporting.
  • May provide guidance and support to junior analysts.
Required Qualifications:
  • Bachelor's Degree in Accounting, Finance, or a related field.
  • A minimum of 3 years of experience in financial analysis, including discounted cash flow methodologies.
  • At least 1 year of experience in data extraction and analytics.
  • 1 year of experience in profit and loss and balance sheet forecasting and management.
  • Exceptional communication and presentation skills, with the ability to translate complex analytical data into easily digestible formats.
  • High proficiency in Microsoft Office Suite, particularly Excel.
  • Strong teamwork, collaboration, and problem-solving capabilities.
  • Experience in managing and organizing large datasets.
  • Ability to prioritize and manage multiple projects and deadlines effectively.
  • Proficient in analyzing financial data and preparing financial reports, statements, and projections.
  • Experience in report writing using Hyperion and Oracle is advantageous.
  • Familiarity with short and long-term budgeting and forecasting, rolling budgets, and product-line profitability analysis is preferred.
  • Willingness to travel up to 25% as needed.
About WESCO International

WESCO International, Inc. is dedicated to providing equal employment opportunities to all employees and applicants. We make employment decisions without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law.

At WESCO, we are committed to building, connecting, powering, and protecting the world. As a leading provider of business-to-business distribution, logistics services, and supply chain solutions, we strive to create a reliable environment for our stakeholders.

Our workforce is our greatest asset. We are devoted to fostering diversity and inclusion by embracing the unique perspectives and individuality of our employees globally. Through our Business Resource Groups, comprehensive benefits plans, and community outreach initiatives, we cultivate a welcoming work environment that supports your success.