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Hidden Gems Talent

Strategic Finance & Investment Analyst

2-4 Years
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  • Posted 20 hours ago
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Job Description

Our client is a fast-growing fractional CFO firm that works with founders to build exceptionally rigorous financial models and powerful systems of financial control and reporting. This role is a strong stepping stone toward a future CFO career path.

Who We're Looking For

  • Analytical Thinker: Excels in financial modeling and analysis with attention to detail.
  • Team Player: Works seamlessly with cross-functional teams to achieve common goals.
  • Proactive Problem-Solver: Takes ownership of tasks and identifies innovative solutions.
  • Client-focused: Understands startup challenges and provides actionable insights.
  • Process-Oriented: Builds and implements efficient workflows and SOPs.

Key Responsibilities

  • Build and maintain fundraising and operating financial models for startup clients.
  • Design investor reporting templates, including monthly and quarterly updates.
  • Generate monthly management accounts and detailed narrative reports.
  • Conduct budget refreshes and variance analyses.
  • Partner with Bookkeepers to ensure accurate financial data and manage month-end close processes.
  • Collaborate with startup founders to identify financial needs and provide strategic insights.
  • Write and implement Standard Operating Procedures (SOPs) for key financial processes

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 2-3 years of experience in FP&A, investment banking, consulting, Big 4 Transaction services, PE/VC Analysts
  • Proficiency in financial modeling, Excel, and financial analysis tools.
  • Strong organizational, written, and verbal communication skills.
  • Ability to thrive in a fast-paced environment and manage multiple clients.

More Info

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About Company

Job ID: 137148723