Financial Executive

We are looking for an experienced financial professional with a strong background in the financial services industry and excellent communication and business operations skills.

Responsibilities

• Manage and analyze financial information across multiple business areas.
• Perform financial analysis, accounting, valuations, investment analysis, and due diligence.
• Support business and investment‑related decisions through financial research and analysis.
• Evaluate business models, including SaaS and technology‑based businesses.
• Work closely with senior leadership on financial and business operations.
• Apply strong customer service, communication, and business judgment skills.
• Handle multiple projects and business activities with a high level of professionalism and confidentiality.

Required Qualifications

• Minimum 5 years of financial management experience.
• Strong experience in accounting, financial analysis, valuations, investment analysis, and due diligence.
• Experience within the financial services/investment industry preferred.
• Understanding of SaaS business models.
• Strong communication, analytical, problem‑solving, and business skills.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.

Preferred Qualifications

• CFA, CPA, or CFP designation.
• Experience working directly with senior executives or business owners.
• Strong understanding of investments, technology, and/or commercial real estate.