Sr. Financial Associate

We are seeking a Senior Financial Associate to join our team, taking on a pivotal role as a versatile finance professional. As a Senior Financial Associate, you will be responsible for a wide range of finance-related tasks, serving as a key player in various financial aspects of our organization.

Responsibilities:

• Develop and maintain corporate cash flow models and projections to provide insights into financial performance and aid in decision-making processes.

• Calculate, track, and report on Customer Acquisition Cost (CAC) to Lifetime Value (LTV) ratios across different departments to assess efficiency and effectiveness of business operations.

• Utilize financial analysis techniques, thorough research, and scenario planning to analyze project finance Return on Investment (ROI) and provide recommendations.

• Prepare comprehensive corporate and project financial models, demonstrating proficiency in spreadsheet preparation and analysis.

• Conduct due diligence activities and ensure compliance with regulatory requirements, documentation standards, and internal policies.

• Assist with presentations that will deliver key financial reports to the CEO, Board of Directors, and Executive Team, highlighting financial performance and strategic insights.

• Play an integral role in enhancing and maintaining integrated financial statements, systems, and tools to support organizational decision-making.

• Collaborate closely with Sales Operations to develop and monitor critical financial reporting and performance metrics, translating data into actionable insights for relevant stakeholders.

• Work in tandem with Sales and Market/Revenue Operations teams to maintain an accurate and realistic revenue forecast and project pipeline.

• Support consolidated strategic and financial planning processes, managing the financial forecast model and contributing to budgeting efforts.

• Assist in budget preparation, compile audit documentation, and provide support during audit processes.

• Offer compliance assistance by ensuring adherence to regulatory requirements and internal policies.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree or professional certifications (e.g., CFA, CPA) preferred.

• Proven experience in financial analysis, modeling, and reporting within a corporate or financial services environment.

• Strong proficiency in spreadsheet software (e.g., Microsoft Excel, Google Sheets) and financial modeling tools.

• Excellent analytical skills with the ability to interpret complex financial data and provide actionable recommendations.

• Effective communication and presentation skills, with the ability to convey financial concepts to diverse audiences.

• Detail-oriented approach with a commitment to accuracy and compliance.

• Ability to thrive in a fast-paced, collaborative environment and manage multiple priorities effectively.

• Knowledge of regulatory requirements and compliance standards relevant to the financial industry.