Strategy Analyst

ANALYST: Strategy & Analytics | Office of the CSO

Reports to: Chief Strategy Officer

Salary: base salary bonus potential

Summary:

Archwest Capital is seeking a driven and intellectually curious Analyst to serve as the right-hand partner to the Chief Strategy Officer. This is a high-visibility, high-impact role designed for someone who thrives at the intersection of data, finance, and strategic thinking.

The Analyst will play a central role in supporting the CSO's day-to-day priorities — from synthesizing market and competitive intelligence to building financial models and conducting deep-dive product research. This person will be expected to develop quickly, take on increasing ownership, and grow into a key voice within the organization.

This role is ideal for a self-directed professional with 2 years of experience who is eager to be embedded in senior-level decision-making from day one.

Essential Functions:

Strategic & Analytical Support

• Serve as the primary analytical partner to the CSO, translating complex data and research into clear, decision-ready insights.
• Build and maintain financial models to evaluate business performance, new initiatives, and investment opportunities.
• Prepare internal briefings, executive summaries, and presentation materials for leadership and board-level audiences.
• Synthesize findings across multiple workstreams and deliver structured recommendations to senior stakeholders.

Data Analysis & Reporting

• Source, clean, and analyze large datasets to surface trends, anomalies, and actionable insights.
• Design and maintain dashboards and reporting tools that track KPIs and business metrics across the organization.
• Conduct scenario analysis and stress testing to support risk management and planning efforts.
• Partner with internal teams to ensure data integrity and consistency across reports and systems.

Product & Market Research

• Conduct in-depth research on competitive landscape, emerging market trends, and product dynamics relevant to Archwest Capital's strategy.
• Evaluate new product opportunities, business lines, or market entry strategies through structured analysis and frameworks.
• Monitor industry developments and synthesize implications for the company's strategic roadmap.
• Produce research reports and competitive benchmarking analyses for leadership review.

Cross-Functional Collaboration

• Collaborate closely with Finance, Operations, and other business units to support enterprise-wide planning and reporting.
• Assist in the preparation of materials for investor updates, board presentations, and external stakeholders as needed.
• Support ad hoc strategic projects and special initiatives as directed by the CSO.

Competencies/Skills:

Technical Skills

• Advanced proficiency in Microsoft Excel (financial modeling, scenario analysis, pivot tables).
• Strong PowerPoint skills with experience building clear, polished executive presentations.
• Experience working with large datasets; comfort with data querying tools (SQL, Python, or similar) a strong plus.
• Familiarity with BI platforms or data visualization tools (e.g., Tableau, Power BI) preferred.

Core Competencies

• Exceptional analytical rigor and intellectual curiosity — you go beyond the surface to understand the “why.”
• Strong written and verbal communication skills; ability to distill complex information for senior audiences.
• Self-starter with strong ownership mentality and the ability to manage multiple priorities under tight deadlines.
• Collaborative, low-ego team player who can also operate independently and take initiative.
• Comfort with ambiguity and a fast-paced, entrepreneurial environment.

Education & Experience:

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related quantitative discipline.
• 2 years of professional experience in financial analysis, consulting, investment banking, corporate strategy, or a related field.
• Demonstrated ability to build financial models and perform rigorous quantitative analysis.
• Strong understanding of business fundamentals and financial statements.