Senior Analyst, Financial Planning and Analysis

7 hours, 46 minutes ago
Full-time
Senior
Data Science and Analytics
Libertas

Libertas

Libertas provides fast and flexible business funding solutions, including term loans and revenue-based financing, to help businesses access essential capital for growth and seize opportunities efficiently.

Capital Markets
51-250
Founded 2016

Description

  • Own the financial planning and forecast processes.
  • Enhance the periodic forecast process and improve forecasting efficiency.
  • Analyze historical results, perform variance analysis, and identify trends and improvement opportunities.
  • Work with the accounting team to ensure accurate financial reporting.
  • Develop financial models to support valuation, planning, and forecasting.
  • Create automated reporting and forecasting tools to improve productivity.
  • Perform market research, data mining, business intelligence, and comparable valuation analysis.
  • Prepare recommendations and present findings to management and executive leadership.
  • Support ad hoc investor requests and other analysis needs.
  • Maintain current knowledge of financial instruments, industry trends, and market conditions.

Requirements

  • 5-8 years of business finance or other relevant experience, preferably in corporate finance, investment banking, hedge fund, private equity, or asset management.
  • Bachelor’s degree in Accounting, Finance, Economics, or Statistics.
  • High proficiency in financial modeling techniques.
  • Strong fluency with Excel formulas and functions.
  • Strong analytical, quantitative, and data gathering skills.
  • Proven experience in a quantitatively heavy role.
  • FMVA or similar designation preferred.
  • CPA preferred.
  • Experience working with and presenting to senior executives.
  • Comfort working independently, dealing with ambiguity, and using strong interpersonal, communication, and presentation skills.

Benefits

  • Salary range of $90K-$120K.
  • Equal employment opportunity commitment.
  • Participation in E-Verify.
  • No work visa sponsorship for this role; applicants must already be authorized to work in the United States on a full-time basis.

Interested in this position?

Apply directly on the company website

Apply Now

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