Key Responsibilities
– Develop and maintain complex financial models for equity offers, debt facilities, sale
transactions, Reg D funds, and other corporate finance transactions
– Conduct in-depth financial analysis, including forecasting, budgeting, and variance
analysis to support deal structuring and valuation
– Analyze market trends, industry benchmarks, and competitive landscape to provide
recommendations for strategic financial planning
– Provide industry analysis and work with deal teams to identify potential lenders and
investors
– Assist in developing materials to present in the capital markets including the pitch deck,
Confidential Informational Memorandum, and teaser to support deals
– Prepare and present clear and concise financial reports to senior management and
clients, offering insights into financial trends and opportunities
– Collaborate with cross-functional teams to gather insights and support decision-making
throughout the deal process
– Evaluate potential investment opportunities and provide comprehensive financial
projections
– Identify financial risks and recommend strategies for risk mitigation in deal structures
Qualifications
– Bachelors degree in Finance, Accounting, Economics, or related field; MBA preferred
– Minimum of 5 years of experience in financial analysis, preferably in investment banking
or a related field
– CFA or CPA certification is highly desirable
– Expert abilities in financial modeling and data analysis, with advanced skills in Microsoft
Excel and other financial software
– Solid understanding of GAAP and IFRS accounting principles
– Excellent communication skills with the ability to present complex financial information to
both financial and non-financial stakeholders
– Proven track record of delivering high-quality financial analysis and insights in a fast-
paced environment
Skills
– Expert-level financial modeling and valuation skills
– Strong analytical and problem-solving abilities
– Attention to detail and a high degree of accuracy
– Ability to work independently and as part of a team
– Excellent time management and organizational skills
– Proficiency in risk identification and mitigation
– Knowledge of capital markets and various financial instruments
