Corporate Finance Analytics, Senior Associate

Job Responsibilities

• Drive the analysis, data charts and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with many teams and business partners across the firm, while also being able to provide guidance and mentorship to junior team members, reviewing their work for accuracy and completeness
• Serve as a lead reviewer on quarterly and ad-hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end while ensuring deliverables meet the highest standards by critically evaluating methodologies, challenging assumptions, and providing constructive feedback
• Complete ad-hoc projects and analysis for high-priority and topical issues for senior management
• Conduct ad-hoc and monthly valuation analysis, along with a clear understanding of different valuation techniques (e.g., Dividend Discount Modeling)
• Aid in data preparation for external and internal events/conferences, e.g., Investor Day
• Own and manage weekly and/or monthly firmwide financial reporting, along with ad-hoc reporting asks from senior management
• Create PowerPoint presentations for senior management, including ad-hoc analysis, presentations for townhalls, and other BAU reporting
• Integrate internal AI/ML tools into competitor coverage and other financial reporting, improving efficiency and quality of output
• Consistently evaluate processes and recommend enhancements
• Aid in mentoring, teaching and developing talent across the team

Required Qualifications, Capabilities, And Skills

• Bachelors degree required
• 5 years professional experience in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
• Advanced PowerPoint and Excel skills
• Strong analytical, creative thinking and problem solving skills
• Able to manage projects end-to-end with a high degree of autonomy
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Able to generate new ideas for the improvement of internal processes

Preferred Qualifications, Capabilities, And Skills

• Bachelor's degree in finance, accounting, economics, sciences, or engineering preferred
• FactSet experience
• Capital IQ experience