Financial Due Diligence Director focusing on middle - market transactions for diverse clients at Grant Thornton. Lead buy - side and sell - side transactions while developing client relationships.
About the role
- Senior Associate, Strategic Finance assisting in corporate financial modeling and strategic reports for Generate Capital. Leading data analysis, forecasting, and investor relations in a hybrid role.
Responsibilities
- Assist in producing Generate Capital’s long term corporate financial models
- Hold a lead role in producing the performance vs. plan, the company’s portfolio analysis
- Assist with strategic reports to the board by running multiple scenarios with respect to capital structures, partnerships and fundraising and determine impact on overall value to shareholders
- Lead the data gathering and forecasting to support the company’s annual re-underwriting process
- Support the financial modelling underlying the company’s Annual Investment Plan
- Build and maintain financial models that aid decision makers to understand the business as a whole, including the wide-ranging impacts of strategic decisions
- Assist in fundraising efforts by delivering investor models, building investor decks and addressing due diligence questions from potential and existing investors
- Provide appropriate and reliable financial advice, recommendations, and expert technical interpretation on complex strategic and operational matters
- Ensure the models provide a consistent, holistic, risk-weighted view of the business
- Work efficiently with internal reporting software (e.g. Adaptive, Anaplan)
- Use basic understanding of SQL queries to help build internal reporting tools in collaboration with data team
- Complete information requests from executive team members that synthesize and analyze the financial data, communicate the key results, and help them make sound decisions
- Demonstrate advanced understanding of accounting and financial statements
- Work with external consultants to support ad hoc workstreams
- Navigate 'Bloomberg terminal' to extract financial data
- Create and maintain dashboards in Tableau software
- Share knowledge internally and train team members to build company expertise
Requirements
- Master’s degree or equivalent in Finance, Accounting or related field of study
- 2 years of progressive post-baccalaureate experience in the job offered, Finance Consultant, Investment Associate, Investment Banking Analyst, Investment Analyst, or a related occupation
- financial modelling in Microsoft Excel
- building and maintaining long term discounted cash flow models
- using of corporate valuation theory
- evaluating capital markets financial structures
- performing financial accounting and reporting per US GAAP
- financial statement analysis
- engineering key financial metrics like EBITDA, OCF, gross margin, leverage, and yield
Benefits
- discretionary bonus
- health care benefits
- retirement benefits
- benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits)
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