Finance Associate
We are a financial advisory firm for startups and SMBs. We are seeking a Finance Associate to join our team. The Associate will be critical in supporting our investment and financial advisory services for startups and funds, leading modeling, investment memos, business plan writing, and other analytics work for the firm.
Typical Responsibilities
- Develop and update comprehensive financial models and forecasts, ensuring accuracy and alignment with business goals.
- Develop Investment Memos and business analysis reports
- Analyze financial data to identify trends, risks, and opportunities.
- Partner with clients on strategic financial planning, including budgeting, capital allocation, and M&A analysis.
- Oversee key financial metrics and KPIs, providing ongoing performance insights.
- Stay up-to-date on industry trends and best practices in financial modeling and forecasting.
Basic Qualifications
- Bachelor’s Degree in Finance, Accounting, or related field
- Minimum 3 years of experience in financial modeling and forecasting, ideally within a professional services, corporate finance, or investment (VC/PE, etc) environment.
- Proficient in Microsoft Excel and Google Sheets.
- CFA Level 1 or more
- Proven track record of developing and maintaining complex financial models.
- Strong analytical and problem-solving skills with the ability to translate complex financial data into actionable insights.
- Ability to work independently and manage multiple client engagements effectively.
- Strong understanding of accounting principles and financial reporting.
- Collaborative and results-oriented with a passion for helping businesses achieve their financial goals.
I’m a tech-savvy professional with a passion for web development, digital marketing, and a proven track record of helping companies thrive through my diverse skill set.
