Description
The Role
Join WTW's Strategic Finance team to shape WTW's long-range strategy, investments, and M&A opportunities by advising senior leaders with clear, impactful financial analysis.
The Strategic Finance team is a part of WTW's Global Financial Planning & Analysis (FP&A) organization, reporting to the Senior Director, Strategic Finance & Change Initiatives. The role sits in the intersections of Strategy, M&A, FP&A, and Transformation and you will continue to help shape this high-performing, cross-functional team. You are the designated financial expert in assessing investments, M&A, and transformation opportunities and you will be hands-on in developing business cases, leading change initiatives, and communicating results to senior stakeholders in a way they can understand 'where value may be coming from and where there may be risk or opportunities.'
The ideal candidate will bring strong financial acumen, exceptional financial modeling expertise, intuition for impactful analysis, and the eagerness to grow in Corporate Finance, FP&A, and Capital Markets disciplines.
Strategic Finance & Capital Markets:
Develop three statement financial models (income, cash flow, balance sheet, and pro forma analysis) supporting M&A, investments, financing, valuation, and business decisions.
Support Investor Relations with capital markets research, financial strategy / guidance, market sentiment analysis, and investor outreach.
Evaluate working capital, liquidity requirements, capital structure, and prepare analysis for rating agencies, lenders, and investors.
Support business case development and executive-ready presentations that highlight key financial findings and recommendations.
Corporate Finance & Transaction Support:
Build detailed operating models supporting business decisions throughout the M&A cycle.
Lead financial due diligence in assessing business performance, quality of earnings, financial risk to support the successful execution of transactions.
Support M&A with interlinked analysis like DCF/NPV, EV/equity value, debt/equity, source/use of cash, and GAAP/Non-GAAP during LOI, term sheets, and sign-to-close.
Coordinate counterparty engagements and negotiations working with investment banks, underwriters, financial advisors, and credit rating agencies.
Financial Planning and Analysis:
Serve as a partner to the integration / separation leaders on opportunity assessment, financial modeling, restructuring, decision support, and reporting and forecasting.
Ensures the continuity of financials, operating models, and analysis post-acquisitions.
Develop long-range plans, budgets, forecasts, cash flow models, and KPIs.
Develop analysis and presentations for the Investment and M&A Committees.
Prepare Board-ready budget presentations, support proxy filings, or similar executive level analysis.
Manage several projects at once ensuring timely execution and effective teamwork.
Qualifications
The Requirements
3 to 5 years of experience in Corporate Finance, FP&A, investment banking, management consulting, or similar experience; preferably in a public company setting.
Bachelor's Degree in Finance, Accounting, Economics, Engineering, or related field.
Advanced financial modeling and analysis skills using Excel and PowerPoint are required .
Equity research using S&P Capital IQ, Visible Alpha, FactSet are a plus, but not required.
Analytics using Anaplan, Oracle EPM, and PowerBI are a plus, but not required.
Chartered Financial Analyst (CFA) and similar credentials are a plus but not required.
Excellent stakeholder management and influencing skills.
Excellent communication skills both written and verbal.
Highly self-motivated, target-driven, and comfortable in a cross-functional environment.
Amenable to work during Eastern or Central business hours.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $110,000.00-$140,000.00 USD annually. This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
