Overview
A financial analyst role is available reporting directly to the Chief Executive Officer. The position is based in Dallas, TX, with remote work options.
The organization provides investment capital alongside operational expertise to portfolio companies, aiming to enhance their marketability and growth through strategic support and industry certifications.
Responsibilities
- Analyze financial results, forecasts, variances, and trends to drive financial performance improvements
- Perform financial forecasting, reporting, and track operational metrics
- Evaluate financial performance by comparing actual results with plans and forecasts
- Recommend process improvements to optimize forecasting and reporting tools and methodologies
- Prepare financial performance reports for leadership reviews
- Conduct variance analysis, identify trends, and suggest improvements
- Develop standard and ad-hoc reports, tools, and Excel dashboards to support business processes
- Collaborate with partners to vet and track potential acquisition and strategic investment candidates
- Participate in investment recommendation and decision-making processes
- Perform financial analysis, valuation, and modeling of companies and transactions
- Manage the transaction process including due diligence, terms negotiation, and deal completion
- Assist with comprehensive due diligence covering financial, market, legal, and operational aspects
- Support management and monitoring of portfolio companies
- Provide strategic and tactical counsel to portfolio company leadership teams
- Assist in developing and implementing post-acquisition initiatives to integrate portfolio companies and improve performance
- Support structuring and negotiation with debt providers
- Collaborate with investment professionals and advisors on liquidity and exit plans
- Build and maintain relationships with clients and professional advisors
- Conduct in-depth research on companies, industries, and market trends
- Develop investment pitch decks and presentations for prospective deals
- Prepare investment memorandums as needed
- Enhance reporting processes, procedures, and analytics
- Complete ad-hoc projects, inquiries, and reporting for management and investors
Qualifications
- Proven experience in investment banking (Mergers & Acquisitions and/or Corporate Finance), private equity, or analytically intensive finance/business operations roles in high-growth companies
- Demonstrated ability to create value through analysis and drive business impact
- Bachelor’s degree in Accounting, Finance, Economics, or related field required; MBA preferred
- Ability to travel as needed
Technical Skills
- Strong quantitative, analytical, and data gathering skills
- Solid business acumen
- Exceptional attention to detail with consistent delivery of accurate analyses on time
- Strong organizational skills and sound judgment with ability to multitask
- Proficient problem-solving skills, comfortable working with ambiguous or complex datasets
- Advanced proficiency in Excel, including formulas and functions
- High proficiency in financial modeling techniques
Interpersonal Skills
- Excellent written and oral communication skills
- Ability to build relationships with diverse stakeholders including team members, external partners, and board members
- Comfortable working independently and managing ambiguity
- Experience presenting to senior executives
- Self-starter with strong interpersonal communication and problem-solving abilities
- Analytical and metrics-driven approach to problem solving and critical thinking
Location
Dallas, TX / Remote
Reporting Structure
Reports to the Chief Executive Officer