Executive Analyst

WGI

West Palm Beach, Florida

JOB DETAILS
SKILLS
Accounting, Acquisitions Management, Administrative Skills, Analysis Skills, Artificial Intelligence (AI), Banking Services, Board Meeting, Business Administration, Business Operations, Communication Skills, Consulting, Corporate Finance, Corporate Governance, Corporate Planning, Cross-Functional, Data Analysis, Data Management, Depth Perception, Detail Oriented, Documentation, Due Diligence, Economics, Emerging Technology, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Financial Operations, Financial Strategy, Human Resources, Insurance, Investment Services, Investment Strategy, Keyboards, Leadership, Legal, Mergers and Acquisitions, Microsoft Excel, Microsoft PowerPoint, Microsoft Product Family, Multitasking, Physical Demands, Presentation/Verbal Skills, Private Banking, Problem Solving Skills, Process Improvement, Professional Services, Project/Program Coordination, Project/Program Management, Recruiting/Staffing Agency, Risk Management, Sales Qualification, Strategic Planning, Team Player, Technology Analysis, Time Management, Writing Skills
LOCATION
West Palm Beach, Florida
POSTED
2 days ago
Overview:

We are seeking a highly motivated, intellectually curious, and analytical professional to join our team as an Executive Analyst in the West Palm Beach, FL office. 

 

This role will work directly with the CEO, President, and senior leadership team, providing exposure to virtually every aspect of a growing professional services and technology organization.

 

This position offers a unique opportunity for an early-career professional to gain hands-on experience in mergers and acquisitions, corporate finance, strategic planning, business operations, human resources, insurance, corporate governance, and executive leadership. The successful candidate will play a key role in evaluating acquisition opportunities, supporting strategic initiatives, preparing executive and Board-level presentations, and assisting with a wide range of special projects.

 

This role is ideal for someone who thrives in a fast-paced environment, enjoys solving complex business problems, embraces emerging technologies, and is eager to accelerate their professional development.

 

At WGI, you will find talented, passionate associates providing exceptional service in collaborative, team-driven environments, all while having fun and enjoying the work they do. We work to stay ahead of the curve by investing in the latest tools and technology. As one of the nation’s top consulting firms, we consistently strive to promote efficiency, cultivate a culture our associates can proudly embrace, and empower our associates to advance their career growth at WGI, and beyond.

 

WGI is always looking for remarkable individuals to join our team and help us grow in our vision. If you think you are an innovative, self-motivated team-player, and want to shape your community, join our WGI team today!

 

WGI offers a complete Benefits package including: Medical, Dental, Vision, LTD & STD, Life Insurance, 401k with match, PTO, Holidays, HSA with company contribution, Pet insurance, and Employee assistance program.

#LI-onsite

Responsibilities:

Mergers & Acquisitions

  • Analyze acquisition opportunities and potential strategic investments by assisting in financial modeling, valuation analysis, initial valuation recommendations, and opportunity summaries.
  • Help to manage acquisition data and related documentation.
  • Support due diligence efforts across financial, operational, legal, human resources, insurance, and technology workstreams.

Executive & Board Support

  • Provide day to day support for the CEO, President, and other executives.
  • Prepare presentations, reports, and briefing materials for executive leadership.
  • Support the research and preparation for Board meetings and meeting follow up actions.
  • Coordinate special projects and executive initiatives.

Corporate Operations

  • Work closely with, and support, finance and accounting leadership on analysis and reporting.
  • Support initiatives involving and supporting human resources, insurance, risk management, and corporate governance.
  • Assist with the implementation and improvement of business processes and systems.
  • Participate in cross-functional projects throughout the organization.

Technology & Innovation

  • Leverage AI tools, data analytics, and emerging technologies in their day to day activities.
  • Support leadership analysis and adoption of technology that improves leadership efficiency and effectiveness.
  • Identify opportunities to automate processes and improve workflows.
  • Maintain a strong understanding of technology trends impacting business operations.
Qualifications:

Required

  • MBA or equivalent graduate degree from an accredited institution.
  • Strong analytical and problem-solving skills.
  • Advanced proficiency or demonstrated ability to rapidly master Microsoft Excel and PowerPoint.
  • Strong written and verbal communication skills.
  • Ability to manage multiple projects simultaneously while meeting deadlines.
  • High level of professionalism, integrity, and attention to detail.
  • Demonstrated initiative and ability to work independently.
  • Positive attitude, strong work ethic, and willingness to take ownership of projects.
  • Comfortable working in a dynamic environment with evolving priorities.
  • Strong team orientation and ability to collaborate effectively across departments.
  • Digital native mindset with enthusiasm for AI tools and emerging technologies.

Preferred

  • Undergraduate degree in Engineering, Finance, Economics, Accounting, Business, or a related technical field.
  • Prior experience in investment banking, private equity, corporate development, consulting, transaction advisory, or financial analysis a plus.

Ideal Candidate

The ideal candidate is ambitious, intellectually curious, analytical, and eager to learn. They are comfortable working hard, tackling new challenges, and taking initiative. Willing to take on complex high impact tasks as well as administrative duties with a positive attitude. They enjoy solving complex problems, working with data, leveraging technology, and collaborating with others to drive results. Most importantly, they are excited about building a long-term career while gaining exposure to the many facets of a growing and entrepreneurial organization.

 

Applicants must be currently authorized to work in the U.S. on a full-time basis. We are unable to sponsor or take over the sponsorship of employment visas

 

Physical Demands:

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Work is performed in an office setting.  Hand-eye coordination is necessary to operate a computer, keyboard and mouse.  Use of a telephone headset will allow for virtual communication with team members through Zoom and/or Microsoft Teams.  While performing the duties of this job, the employee is often required to sit for prolonged periods, use hands/fingers to handle, feel or operate objects, tools or controls and reach with hands and arms, speak and hear.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

If you have what it takes to join our growing organization and want to be part of a dedicated team, please apply today. In return, WGI provides a competitive salary and an outstanding work environment. WGI is an Equal Opportunity Employer/Veterans/Disabled.

WGI does not accept any unsolicited resumes. Should any 3rd party agency or recruiter forward or submit any resume(s) to a WGI associate without a pre-existing contractual agreement, the submitted resume(s) will be deemed the property of WGI, and no placement fee will be provided.

 

All agencies and vendors are required to have a signed WGI vendor agreement from the WGI Chief HR Officer permitting them to work directly through our Talent Acquisition team. Obtaining this signed vendor agreement is the only way you will receive payment. Verbal or written commitments from any other member of our staff will not be binding.

 

All third-party recruiting/supplemental staffing agencies are expected to familiarize themselves and abide by this policy. 

About the Company

W

WGI