Senior Analyst, Strategic Finance & Investor Relations

Hi, I'm Cassie Alexander, your Recruiter and guide to joining CSG! We are excited to learn more about you and your unique background.

As the Sr. Analyst of Strategic Finance & Investor Relations at CSG, you will play a critical role supporting the CFO, SVP of Finance, and other finance leaders across key financial and strategic initiatives that shape the future of our business. You will partner cross-functionally to lead high-impact projects in strategic finance, investor relations, and M&A, acting as a key liaison between the finance organization and external stakeholders. Your primary responsibilities will include leading detailed financial modeling and data-driven analysis to uncover revenue growth and cost optimization opportunities across the business. You will also support quarterly earnings processes, develop investor messaging and materials, and conduct financial analysis tied to strategic planning. In support of M&A activity, you will serve as a finance partner to the Corporate Development team, ensuring that target company financials are accurately reflected, aligned with CSG’s reporting standards, and seamlessly integrated into forecasting and performance tracking processes. This role offers a unique opportunity to work at the intersection of capital markets and financial strategy, driving insights that influence decision-making and create long-term shareholder value.

We are looking for a Sr. Analyst of Strategic Finance & Investor Relations who will:

• Build and maintain financial models to support strategic planning, forecasting, and scenario analysis across key business initiatives.

• Conduct data-driven analyses to identify and quantify revenue growth opportunities, margin improvement levers, and cost optimization strategies.

• Collaborate across Finance, Strategy, and other business units to provide insights and decision support on high-priority strategic finance initiatives.

• Develop clear, data-backed presentations and dashboards that communicate key findings and recommendations to executive leadership.

• Support quarterly earnings processes, including financial analysis, investor materials, and Q&A preparation in coordination with the CFO and Investor Relations team.

• Partner with Corporate Development to ensure financials of M&A targets align with CSG’s accounting and reporting standards and are integrated into internal financial frameworks.

Is this opportunity right for you? We are looking for candidates who have:

• Bachelor’s degree in Finance, Business, related field or equivalent experience

• 1+ year of experience within investment banking, Wall Street equity research, private equity and / or corporate development

• Prior experience with Software as a Service (SaaS), managed services and software license delivery models

• Advanced skills in Microsoft Excel, PowerPoint and Word

• Comprehensive knowledge of Accounting and Finance

• Knowledge of TM1 or similar tool

• Ability to interpret financial concepts for financial planning and control

• Strong communication and relationship building skills

• Solid analytical and problem-solving skills

• Ability to work closely with multiple departments, gather information and summarize/conclude findings and recommend best course of action

• Ability to identify areas for process and operational improvements (e.g., more formalized process, more streamlined flow, etc.)

• Ability to work independently and efficiently, manage multiple projects simultaneously under time pressure and consistently meet accelerated deadlines with high quality work products

• Sound judgment, excellent interpersonal skills with proven experience in relationship building and partnering

• Must work well in both team and individual settings

• Ability to travel 10-15% domestically and/or internationally

• Ability to read, write, speak and understand the English language in a business environment

Our Guiding Principles

Impact

• Always help and empower others, whether they’re colleagues or customers. When our employees set their minds to something, great things happen.

Integrity

• Do what’s right for our customers and our people while being authentic. We treat everyone with trust and respect—that’s just who we are.

Inspiration

• Be bold in the way you think and passionate about the work you do. Test out innovative ideas without the fear of failure.