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Finance Associate

Skills
Analysis ReportsAnnual BudgetingBudgetingFinanceFinancial ConceptsFinancial Transaction ProcessingForecasting
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Minimum of 2 years experience in Investment Banking or Transaction Services/Advisory.
  • Strong analytical/problem-solving skills and meticulous attention to detail.
  • Proficiency in Microsoft Excel and ability to work with unstructured data.
  • Proven communication skills and ability to collaborate effectively across various levels of management.

Nice to have

  • Southern California based
  • Remote work eligible in U.S.

Day to day

  • Support the VP of Finance & Strategy and Finance Manager on various financial workstreams.
  • Act as the main analytical resource for monthly churn/retention analyses and long-term budgeting projects.
  • Create and present financial presentations and reports to executives and senior leadership.