The role involves advising clients on strategic planning, financial planning and analysis, budgeting, and capital structure optimization
Job Summary
The role involves advising clients on strategic planning, financial planning and analysis, budgeting, and capital structure optimization.
Candidates must demonstrate expert proficiency in developing fully integrated 3-Statement financial models and performing company valuations.
The position offers a competitive compensation package with flexibility in schedule and opportunities for discretionary bonuses based on performance.
Matching Summary
The role involves advising clients on strategic planning, financial planning and analysis, budgeting, and capital structure optimization.
Salary
Base: $69,800 - $132,000; Bonus/Equity: Discretionary bonus based on firm and individual performance; Benefits: Competitive benefits package including flexible schedule
Skills & Requirements
Must-have
Advanced financial modeling in Excel
3-Statement integrated financial models
Equity, Debt, and hybrid instrument modeling
M&A transaction and due diligence experience
Board level presentation development
Top-down and bottom-up forecasting
Nice-to-have
Client facing experience from consulting
Background in private equity or venture capital
Experience with data visualization tools
Knowledge of VBA, SQL Server, or Alteryx
High growth fast paced setting experience
Key Requirements
Bachelor's degree plus five years of work experience OR Master's degree plus five years
2+ years of related experience in high growth settings
Prior knowledge working with commercial banking or investment banking practices