Associate supporting corporate finance transactions and business development at Capstone Partners. Involves financial analysis, modeling, and client relationship management in investment banking.
About the role
- FP&A Analyst enhancing global financial management at Aircall using strategic financial planning. Collaborating closely with business partners and providing actionable recommendations to drive performance.
Responsibilities
- Help drive the planning and forecast process with business partners: understand their drivers and objectives and partner with them to forecast effectively
- Build dashboards, reports, and models from scratch to accommodate business needs and provide management with insightful commentary on business performance and deliver actionable recommendations
- Participate in the development of detailed daily, weekly, and monthly reporting and analytics (P&L, cash etc.)
- Partner with our internal Accounting team on monthly close process, financial reporting, and preparation of GAAP financial statements
- Prepare material for board of directors and investor relations activities (funding, debt financing etc.)
- Support the executive team on key strategic topics (M&A, fundraising, etc.)
- Participate actively in new FP&A initiatives, including ad hoc analyses and process improvement related to reporting, forecasting and KPI tracking
Requirements
- Bachelor’s degree with a focus in Finance, Accounting, or Economics preferred, but not required
- 2+ years of finance experience preferably in SaaS, tech and / or a hyper-growth environment
- Team player who thrives in a collaborative environment
- Strong analytical ability
- Excellent communication and presentation skills (to internal and external stakeholders)
- Ability to mix strategic perspectives with operational pragmatism, and dive into detail, while not losing sight of the big picture
- Ability to build financial models and analyses from scratch in an accurate and timely manner
- Proficiency with Excel and/or Google Sheets
- Prior experience with CRMs (e.g. Salesforce), ERPs (e.g. Netsuite), and enterprise BI (e.g. Looker) a plus
Benefits
- Medical, dental, and vision insurance is 100% covered
- 401k plan with company matching!
- Unlimited PTO — take the time you need to come to work feeling great!
- Wellness, internet, and childcare reimbursements
- Generous parental leave policy
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