Executive Analyst

About the role

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.

Responsibilities

• Help to track, manage, and update key acquisition data and related documentation.
• Support due diligence efforts across operational, financial, operational, legal, human resources, insurance, and technology workstreams.
• 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.
• Care for the coordination of special projects and executive initiatives.
• Support initiatives involving and supporting human resources, insurance, finance, risk management, and corporate governance.
• Aid in the implementation and improvement of business processes and systems.
• 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.

Requirements

• 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.

Qualifications

• 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.

Skills

• 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.

Benefits

• Medical
• Dental
• Vision
• LTD & STD
• Life Insurance
• 401k with match
• PTO
• Holidays
• HSA with company contribution
• Pet insurance
• Employee assistance program