Senior Financial Analyst

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Job description

The Senior Financial Analyst is a central member of the Venture First team and will interact directly with CEOs and CFOs of leading healthcare, technology, and other entrepreneurial ventures. This position will take the lead on preparing and delivering insightful analysis and due diligence work for transactions that provide exposure to various client industries and investment banking services, including mergers and acquisitions, debt and equity capital raises, refinancing, and leveraged buyouts. A central responsibility is to synthesize all available information and distill the facts into concise economic reports, financial models or investment decks while providing the highest level of customer service to our clients. This position will also provide oversight and training to the Financial Analysis interns and team members.

DUTIES

* Research and analyze financial statements, general economic and industry-specific developments, acquisitions and divestitures, and various investment attributes of early- and growth-stage companies.
* Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers.
* Create investor-grade pitch decks, financial models, and other analyses distilling company and/or deal data into an informative, concise report.
* Interface with client CEOs and CFOs to understand specific company needs related to engagements and drive data collection/due diligence process.
* Complete ad-hoc financial analysis and financial modeling to assist CEO with both buy-side and sell-side deals.
* Assist as needed with early-stage venture valuation.

Participate in training and development of interns and Financial Analysts

Requirements

* Bachelors degree in Accounting, Finance or Economics or equivalent work experience.
* Intricate knowledge of Excel and well versed with financial statements.
* Advanced skills in excel modeling.
* Keen attention to detail and demonstrated ability to produce error-free deliverables with minimal oversight.
* Deadline-driven with the ability to navigate ambiguity and manage multiple assignments simultaneously in a fast-paced environment.
* Strong communicator who can explain complex financial concepts to a variety of audiences.
* 3 years related work experience preferred. CFA Level I or above preferred.

Benefits

We like to work hard. In addition to a competitive salary and incentive bonus, we offer the following to reward your efforts:

* Company paid medical, dental, and vision insurance
* Matching SIMPLE IRA
* Vibrant downtown office including paid parking
* Extensive training to help ensure you are successful in delivering top-quality work.