Strategic Finance Analyst

Overview

The organization is seeking a Strategic Finance Analyst to support investor relations, capital structure analysis, and CFO-level strategic finance initiatives. This role is ideal for candidates with a background in investment banking or private equity, strong financial modeling skills, and a deep understanding of leverage and capital structures. The position is part of the Investor Relations & Treasury team, focusing on sponsor communications, capital markets activity, liquidity planning, scenario modeling, and board-level financial analysis.

Responsibilities

Sponsor & Lender Support

• Prepare analytical materials for private equity sponsors, lenders, and board observers, including leverage, liquidity, and return-focused analyses
• Build and maintain detailed models for debt capacity, cash flow, refinancing scenarios, and covenant sensitivity
• Respond promptly and accurately to ad-hoc analytical requests from sponsors and lenders

Capital Structure & Treasury Analytics

• Manage detailed capital structure models covering debt tranches, payment-in-kind (PIK) mechanics, interest expense forecasting, and maturity profiles
• Support capitalization table management, equity value scenarios, and transaction-related modeling as needed
• Collaborate with Treasury on cash forecasting, liquidity planning, and financing strategy analysis

CFO & Executive Support

• Provide analytical support to the CFO on strategic finance topics such as M&A evaluation, downside/upside scenarios, and long-range planning
• Contribute to board and Audit Committee materials requiring complex financial modeling or capital markets insight
• Serve as a flexible resource during key events including earnings, refinancing, transactions, and board cycles

Cross-Functional Collaboration

• Work closely with FP&A, Accounting, and Legal teams to ensure consistency across forecasts, external reporting, and financing materials
• Act as a liaison between Investor Relations, Treasury, and the broader Finance organization without duplicating core FP&A responsibilities

Requirements

• 2–5 years of experience in investment banking, private equity, or strategic finance, preferably with exposure to leveraged capital structures
• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field
• Advanced financial modeling skills including three-statement models, cash flow analysis, debt waterfalls, and returns analysis
• Strong understanding of debt instruments, leverage, PIK interest, and private equity ownership structures
• Exceptional attention to detail with the ability to produce executive- and sponsor-ready materials
• Proven ability to manage multiple priorities and respond quickly to senior-level requests

Preferred Qualifications

• CFA designation or progress toward CFA
• Master’s degree in Finance or a related discipline
• Experience working with private equity-backed companies or middle-market sponsors
• Prior exposure to investor relations, capital markets, or treasury functions
• Advanced Excel and PowerPoint skills; comfortable working directly with senior executives and external stakeholders

Key Competencies

• Innovation: Generates creative, solution-focused ideas that drive improvement and add value; challenges conventional thinking and learns from setbacks.
• Accountability: Takes full ownership of tasks and goals; delivers high-quality work on time with proactive communication.
• Service Excellence: Anticipates and responds to customer needs professionally; collaborates across teams to improve service quality.
• Teamwork: Works collaboratively to achieve shared goals; values diverse perspectives and fosters an inclusive, respectful team culture.

Compensation & Benefits

• Salary range: $95,000 - $125,000 USD
• Health, dental, and vision coverage starting on the first day of employment
• Immediate enrollment in 401(k), Health Savings Account (HSA), and Flexible Spending Account (FSA) plans
• Flexible paid time off policy
• Tuition and personal enrichment reimbursement
• Option to enroll in an identity theft protection program

Location

Information about the specific location is not provided in the job description.