Overview
This role is for a Financial Analyst who will serve as the analytical engine supporting client engagements. The position involves building financial models, conducting analyses, and preparing materials for presentation to founders and boards, working under the supervision of a Finance Manager and senior leadership.
This opportunity is suited for professionals with 2–4 years of experience seeking to develop toward a future CFO role. The position offers exposure to a wide range of business problems within a short timeframe.
Responsibilities
- Build and maintain three-statement financial models, scenario forecasts, and operating budgets for 4–6 client projects.
- Produce monthly review packages including variance analysis, KPI scorecards, driver-level commentary, and supporting visuals.
- Conduct ad-hoc analyses on pricing, unit economics, customer cohorts, channel profitability, and capital allocation decisions.
- Support fundraising and transaction activities such as data room preparation, investor model construction, and due diligence responses.
- Draft board materials and client memos with a conclusion-first approach, including quantified insights, ranked drivers, and clearly identified trade-offs.
Requirements
- 2–4 years of experience in investment banking, management consulting, corporate FP&A, or a similarly rigorous analytical role. Top-tier internships are also considered.
- Bachelor's degree in finance, economics, accounting, or a quantitative discipline.
- CFA Level I or higher is a plus.
- Advanced Excel and financial modeling skills, capable of building clean, auditable models without relying on templates.
- Strong written communication skills, able to concisely summarize complex financial decisions.
- Demonstrated curiosity about business operations, with the ability to understand and explain client business models thoroughly.
Compensation & Benefits
- Competitive base salary plus performance-based bonus.
- Health insurance coverage.
- Retirement contribution.
- Annual professional development budget.
- Specific compensation details will be discussed during the initial conversation and are calibrated based on experience and location.