Strategy & Innovation Analyst

Summary

5 is seeking a Strategy & Innovation Analyst to solve complex business and data challenges and identify better ways to operate. The role will analyze operational processes, reconcile commission and revenue data, evaluate strategic opportunities, research AI and automation tools, build business cases, and lead solutions from discovery through implementation.

Responsibilities

• Learn how commission and revenue data flows in from multiple suppliers, each with their own statement format, and help in redesigning data ingestion processes
• Allocate and validate commissions data, investigate, reconcile and resolve commission discrepancies, prioritizing issues based on financial impact and business urgency
• Be the go-to contact for advisors and other stake holders with questions about commissions
• Perform and improve commissions allocation and validation processes
• Identify operational and strategic opportunities elsewhere in the business, using the same investigate-and-fix approach
• Analyze data, processes, and stakeholder feedback to identify root causes
• Build business cases, evaluate ROI, and recommend practical solutions
• Research AI tools and emerging technologies to improve efficiency and decision-making
• Lead initiatives from discovery through implementation
• Partner with development teams to translate business requirements into scalable solutions
• Build dashboards and analyses when needed to support decisions

Skills

• 1–4 years of experience in strategy, analytics, consulting, engineering, operations or finance
• Strong analytical thinking and communication skills
• Advanced Excel skills
• Demonstrated curiosity about AI and enthusiasm for using AI tools to improve business outcomes
• High ownership, initiative, and accountability
• Ability to thrive in ambiguity and manage multiple priorities
• Quantitative degree preferred
• SQL, Power BI, Python, or similar tools are a plus and can be learned

Qualifications

Must Haves

• 1–4 years of experience in strategy, analytics, consulting, engineering, operations or finance
• Strong analytical thinking and communication skills
• Advanced Excel skills
• Demonstrated curiosity about AI and enthusiasm for using AI tools to improve business outcomes
• High ownership, initiative, and accountability
• Ability to thrive in ambiguity and manage multiple priorities

Nice to Haves

• Quantitative degree preferred
• SQL, Power BI, Python, or similar tools are a plus and can be learned

Benefits

• Remote work arrangement