Overview
This role is part of a Strategic Finance team within a Global Financial Planning & Analysis (FP&A) organization. The position focuses on shaping long-range strategy, investments, and M&A opportunities by providing senior leaders with clear and impactful financial analysis. It involves working at the intersection of Strategy, M&A, FP&A, and Transformation.
Responsibilities
Strategic Finance & Capital Markets
- Develop three-statement financial models (income statement, cash flow, balance sheet, and pro forma analysis) to support M&A, investments, financing, valuation, and business decisions.
- Support Investor Relations with capital markets research, financial strategy and guidance, market sentiment analysis, and investor outreach.
- Evaluate working capital, liquidity requirements, and capital structure; prepare analysis for rating agencies, lenders, and investors.
- Support business case development and prepare executive-ready presentations highlighting key financial findings and recommendations.
Corporate Finance & Transaction Support
- Build detailed operating models to support business decisions throughout the M&A cycle.
- Lead financial due diligence assessing business performance, quality of earnings, and financial risk to support transaction execution.
- Support M&A activities with interlinked analyses such as DCF/NPV, EV/equity value, debt/equity, source/use of cash, and GAAP/Non-GAAP during LOI, term sheets, and sign-to-close phases.
- Coordinate engagements and negotiations with investment banks, underwriters, financial advisors, and credit rating agencies.
Financial Planning and Analysis
- Partner with integration and separation leaders on opportunity assessment, financial modeling, restructuring, decision support, and reporting/forecasting.
- Ensure continuity of financials, operating models, and analysis post-acquisitions.
- Develop long-range plans, budgets, forecasts, cash flow models, and KPIs.
- Prepare analysis and presentations for Investment and M&A Committees.
- Prepare Board-level budget presentations and support proxy filings or similar executive-level analyses.
- Manage multiple projects simultaneously ensuring timely execution and effective teamwork.
Requirements
- 3 to 5 years of experience in Corporate Finance, FP&A, investment banking, management consulting, or similar roles; preferably within a public company environment.
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related field.
- Advanced financial modeling and analysis skills using Excel and PowerPoint.
- Experience with equity research tools such as S&P Capital IQ, Visible Alpha, FactSet is a plus but not required.
- Familiarity with analytics platforms like Anaplan, Oracle EPM, and PowerBI is a plus but not required.
- Chartered Financial Analyst (CFA) or similar credentials are advantageous but not mandatory.
- Strong stakeholder management and influencing skills.
- Excellent written and verbal communication skills.
- Highly self-motivated, target-driven, and comfortable working in a cross-functional environment.
- Availability to work during Eastern or Central business hours.
Note: Employment-based non-immigrant visa sponsorship or assistance is not offered for this position.
Compensation & Benefits
Compensation
- Base salary range: $110,000 to $140,000 USD annually.
- Eligibility for an annual short-term incentive bonus.
Benefits
- Health and Welfare: Includes mental health/emotional wellbeing support (Employee Assistance Program), medical coverage (including prescription drugs and fertility benefits), dental, vision, Health Savings Account, commuter accounts, flexible spending accounts for health care and dependent care, company-paid life insurance, supplemental life insurance, accidental death & dismemberment, group accident, critical illness, legal services, identity theft protection, wellbeing programs, adoption and surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
- Leave Benefits: Paid holidays, annual paid time off (including state/local paid leave where required), short-term and long-term disability, bereavement, FMLA, ADA, jury duty, military leave, parental and adoption leave.
- Retirement Benefits: Qualified contributory pension plan (if eligible), 401(k) plan with annual nonelective company contribution, and non-qualified retirement plans available to senior-level colleagues who meet eligibility requirements.
Equal Opportunity
The employer is an equal opportunity employer and considers qualified applicants with arrest and conviction records in accordance with applicable fair chance ordinances.