Key Responsibilities and Required Skills for Executive Analyst

🎯 Role Definition

Welcome to a pivotal role at the heart of our organization. As an Executive Analyst, you are not just a support function; you are a strategic partner and trusted advisor to one of our C-suite executives. You will be the analytical engine of the executive office, responsible for providing the data-driven insights, project leadership, and operational leverage that enable our leadership to make faster, more informed decisions.

This position is a career-defining opportunity for a candidate with a strong consulting, finance, or business analytics background who wants to operate at the highest level of a company. You will have unparalleled visibility into the strategic challenges and opportunities facing our business and will play a direct role in shaping our future trajectory. This role requires a master of both quantitative analysis and qualitative context, someone who can build a complex financial model in the morning and draft a sensitive communication in the afternoon. If you are intellectually curious, exceptionally organized, and possess the poise and discretion to be a senior leader's right hand, we encourage you to apply.

📈 Career Progression

Typical Career Path

Entry Point From:

Business Analyst / Senior Business Analyst
Management Consultant
Senior Executive Assistant with a strong analytical focus
Project Manager or Coordinator

Advancement To:

Chief of Staff
Director of Strategic Initiatives or Corporate Strategy
Senior Manager, Business Operations
Vice President of Operations

Lateral Moves:

Program Manager
Senior Product Manager
Strategy Manager

Core Responsibilities

Primary Functions

Act as a strategic partner and thought leader to the executive, providing analytical support and data-driven recommendations on key business initiatives.
Prepare, design, and deliver high-impact presentations, comprehensive reports, and briefing materials for executive leadership team meetings, Board of Directors meetings, and external stakeholder engagements.
Conduct in-depth quantitative and qualitative analysis of business performance, market trends, and the competitive landscape to generate actionable insights and inform strategic direction.
Lead and manage critical, cross-functional special projects and strategic initiatives from conception through to successful completion, ensuring alignment with executive priorities and timelines.
Serve as the primary liaison and communication bridge between the executive's office and internal/external stakeholders, ensuring clarity, consistency, and alignment in all messaging.
Proactively identify opportunities for process improvement, operational efficiency, and business growth, and develop compelling proposals and business cases to address them.
Develop, maintain, and refine complex financial models and business intelligence dashboards to track Key Performance Indicators (KPIs) and support strategic decision-making.
Synthesize large volumes of information and complex data from various sources into concise, digestible summaries, and narratives for executive review and action.
Manage the cadence, agenda, and follow-up for executive leadership team meetings, ensuring materials are prepared in advance, discussions are productive, and action items are tracked to completion.
Research and prepare detailed background information, data points, and talking points for the executive's internal town halls, external speaking engagements, and media appearances.
Monitor progress on key organizational goals and strategic initiatives, proactively identifying and flagging risks, dependencies, and roadblocks to the executive team.
Facilitate effective and efficient decision-making processes by providing thorough analysis, outlining potential options, and clearly articulating trade-offs and recommendations.
Draft and ghostwrite critical internal and external communications, including company-wide announcements, investor updates, and strategic memos, on behalf of the executive.
Handle highly confidential and sensitive information related to strategy, personnel, and financials with the utmost discretion, integrity, and professionalism.
Act as a trusted proxy for the executive in select meetings, accurately representing their viewpoint, capturing key takeaways, and driving follow-through.

Secondary Functions

Support ad-hoc data requests and exploratory data analysis to answer pressing business questions from leadership.
Contribute to the organization's data strategy and roadmap by identifying gaps and opportunities for improved data capture and analysis.
Collaborate with business units to translate their strategic data needs into technical requirements for our data engineering and BI teams.
Participate in sprint planning and agile ceremonies within the data and analytics teams to ensure alignment with executive priorities.
Develop and maintain strong relationships with key leaders and individual contributors across the organization to foster collaboration and build organizational trust.
Assist in the planning and execution of executive off-sites, annual strategic planning sessions, and other major leadership events.
Track and report on the budget and resource allocation for the executive office and key strategic projects.

Required Skills & Competencies

Hard Skills (Technical)

Advanced Data Analysis & Modeling: Expert-level proficiency in Microsoft Excel or Google Sheets, including financial modeling, pivot tables, complex formulas, and scenario analysis.
Executive-Level Presentation: Mastery of presentation software (PowerPoint, Google Slides) to craft compelling, data-driven narratives for a senior audience.
Business Intelligence & Visualization: Hands-on experience with BI tools like Tableau, Power BI, Looker, or similar platforms to create insightful and intuitive dashboards.
Database Querying: Proficiency in SQL for extracting, manipulating, and aggregating data from relational databases.
Project Management Tools: Familiarity with modern project and work management software such as Asana, Jira, Trello, or Smartsheet.
Strong Business & Financial Acumen: Deep understanding of financial statements, business metrics (CAC, LTV, Churn), and corporate finance principles.

Soft Skills

Exceptional Discretion & Confidentiality: Proven ability to handle sensitive information with the highest level of integrity and professional judgment.
Strategic & Critical Thinking: Ability to see the big picture, connect disparate pieces of information, and anticipate future challenges and opportunities.
Superior Communication: Outstanding written, verbal, and presentation skills, with the ability to articulate complex ideas clearly and concisely to any audience.
Stakeholder Management: High emotional intelligence and the ability to build rapport, influence, and collaborate effectively with stakeholders at all levels.
Extreme Ownership & Proactivity: A resourceful, self-starting attitude with a strong sense of ownership and the ability to work autonomously with minimal supervision.
Organizational Agility & Prioritization: Flawless organizational skills and the ability to manage multiple competing priorities in a fast-paced, high-pressure environment with meticulous attention to detail.

Education & Experience

Educational Background

Minimum Education:

Bachelor's Degree from an accredited university.

Preferred Education:

Master of Business Administration (MBA) or a Master's degree in a quantitative or business-related field.

Relevant Fields of Study:

Business Administration
Finance or Economics
Data Science or Analytics
Engineering or Computer Science

Experience Requirements

Typical Experience Range:

5-8 years of relevant professional experience in a highly analytical and strategic role.

Preferred:

2+ years of experience in management consulting, investment banking, corporate strategy, or a similar rigorous environment.
Direct experience supporting C-level executives or senior leadership in a fast-growing company.
Proven track record of independently leading complex, cross-functional projects from start to finish.