TAS Manager for Financial Due Diligence in Financial Services sector. Focusing on Mergers and Acquisitions Advisory for corporate and private equity clients.
About the role
- Strategic Finance Associate at Lindblad Expeditions handling budget and operational models. Analyzing data-driven financial insights to support strategic decisions in expedition travel.
Responsibilities
- Develop and maintain comprehensive financial and operating models for budgeting, forecasting, and long-range financial planning.
- Develop and maintain financial models for various business units and strategic initiatives.
- Model potential financial outcomes under different operational, economic, and strategic scenarios to inform decision making.
- Drive the monthly financial reporting process. Conduct detailed variance analysis with a focus on going beyond the numbers to understand underlying trends and identify opportunities for improvement.
- Partner with business units with analyses of business performance, providing data-driven insights to support budgeting, business planning, and financial and operational improvements.
- Provide analytical support for the evaluation of potential investments, mergers, and acquisitions.
- Prepare monthly, quarterly, and annual presentations for executive leadership and the board on financial results, budgets, forecasts, long-range planning and strategic initiatives.
- Continuously improve financial processes and systems to enhance efficiency and accuracy
Requirements
- 2-5 years of experience in financial planning and analysis, corporate finance, management consulting, investment banking or a similar role.
- Exceptional, demonstrable analytical skills and strong attention to detail
- Deep understanding of how to use operational and financial data to build forecasts and financial analyses
- Ability to break down complex financial data and identify key insights
- Proficiency in Microsoft Office (Excel, Word, PowerPoint), and/or other presentation applications and financial database and data visualization applications
- Knowledge of accounting principles and financial statement analysis
- Bachelor’s degree in finance, accounting, or a related field, or comparable professional experience
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proactive in identifying issues and developing effective solutions
- Natural curiosity around business results and insights while consistently identifying ways to improve
Benefits
- 10% Annual bonus.
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