Responsibilities
· Communicate with clients on video calls.
· Analyze current, planned, and past financial data and performance.
· Prepare the monthly, quarterly, and annual budgeting and forecasting processes.
· Preparing 3-statement financial models
· Prepare DCF valuation models.
· Prepare investor teaser documents, CIMs and pitch decks.
· Support business processes development, documentation with Loom videos
· Preparing ad hoc reports and projections based on analysis.
· Build out comparable data sets for public company stocks.
· Create and maintain research write-ups for industries and clients.
· Work with accounting departments at clients to review bank recs and account recs.
Basic Qualifications
· Bachelor’s degree in finance or economics from an accredited university.
· Proficient in Microsoft Office, particularly MS Excel and PPT
· Able to perform calculations, build formulas and reports ad hoc in Excel.
· 2-4+ years of experience in a professional accounting firm, consulting firm in the role of analyst or FP&A Manager.
· Ability to conceptualize the flow of transactions across the three financial statements.
Preferred Skills and Experience
· Communicating on Zoom/Teams calls with clients or US teams
· CPA, CMA, CFA (or substantive progress towards it).
· CFI FMVA Highlight Preferred.
· Experience with a variety of revenue types and revenue recognition processes.
· Experience in Restaurant / Hospitality Sector a big plus
· Power Query a plus
· Strong organizational skills.
· Ability to efficiently multitask and work within challenging deadlines.
· Ability to work independently, with little to no oversight, and as part of a team.
· Strong written and verbal communication skills.
· Hands-on experience with accounting software packages (Quickbooks, Xero, NetSuite, R365, or similar ERP is a plus).
· Strong analytical skills doubled with the ability to problem-solve accounting matters.
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