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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