Financial Analyst - Investing
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DUTIES AND RESPONSIBILITIES:
- Develop underwriting models for new product launches to support product team in rolling out new offerings for the company
- Taking ownership of company's critical underwriting models that determine pricing for multi-million-dollar opportunities (team underwrites over $50mm of new initiatives a year)
- Developing new modules and functionality for underwriting models to improve team efficiency, reduce user error, and ensure effective deal approvals
- Run ad-hoc analysis to help improve team productivity, identify potential improvement to underwriting process and underlying assumptions
- Support team with internal data metrics tracking and dashboarding
- Work across various departments including Product, Operations Procurement, FP&A, Billing and Project Implementation to obtain critical data for underwriting
QUALIFICATIONS
Required:
- Minimum of 2-5 years of related experience
- Highly Proficient in Excel and Powerpoint
- Highly organized
- Problem Solving and inquisitive nature
- Strong desire to learn
- Critical Thinking
- Ability to derive insights and handle ambiguity from limited data sets
- Ability to develop and communicate clear models to represent business situations and summarize key ideas to both financial and non-financial counterparts
- Attention to detail to develop accurate reports and analyses
- Strong sense of ownership to drive positive business results and personal growth
- Ability to work with counterparts globally, including stakeholders in other regions (i.e., UK and India)
Preferred:
- Bachelor's Degree in Finance, Accounting, or a Data Sciences field
- Management consulting or investment banking experience
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