Investment Banking Associate at a rapidly expanding boutique investment bank in Los Angeles. Focused on lower middle market sell - side M&A and supporting a high - performing deal team.
About the role
- Lead financial planning and analysis activities including consolidation, budgeting, forecasting, P&L and KPI reporting. Collaborate with Accounting, Sales and Operations to deliver insights and perform ad-hoc analyses for internal stakeholders.
Responsibilities
- Active participation in the development and monitoring of financial planning, including consolidation activities, analyses, and support to the company's various departments;
- Perform detailed analyses of actual financial performance, including comparisons with budget and forecast;
- Responsible for both preparing and analyzing financial reports such as P&L, KPIs, and SG&A;
- CAPEX monitoring and control;
- Preparation of monthly results presentations for the executive board;
- Respond to ad-hoc analyses requested by internal stakeholders;
- Work closely with other teams, primarily Accounting, Sales, and Operations, to ensure alignment and information sharing.
Requirements
- Bachelor's degree in Business Administration, Accounting, Economics, or related fields;
- Proven prior experience in financial analysis and financial planning;
- Advanced knowledge of spreadsheets and data tools, including the ability to build, maintain, and operationalize spreadsheets, automation, pivot tables, database connections, and integration with PowerPoint;
- Strong analytical skills and the ability to interpret financial data;
- Excellent written and verbal communication skills;
- Ability to work independently and as part of a team;
- Advanced English;
- Knowledge of SAP.
Benefits
- Diversity & Inclusion
- Culture & Engagement Program
- Diverse and Welcoming Environment
- Opportunities for Growth and Development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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