Financial Planning and Analysis Specialist - Remote

Overview

This position combines financial analysis expertise with M&A research to support the company's software acquisition strategy. The Financial Planning and Analysis Specialist will conduct comprehensive market research and financial analysis of potential acquisition targets, while developing detailed valuations and financial models. This role is crucial for identifying and evaluating potential software company acquisition targets while ensuring thorough financial due diligence.

In Short

• Conduct thorough research on potential investment opportunities.
• Analyze financial statements and market data.
• Prepare detailed reports and summaries.
• Develop comprehensive financial models for acquisitions.
• Create detailed presentations on financial findings.
• Maintain and update Notion database.
• Assist in due diligence processes.
• Manage and organize the investor’s calendar.
• Handle correspondence and manage email inbox.
• Organize and maintain investment documents.

Requirements

• Background in investment banking or private equity.
• Strong financial modeling and analysis expertise.
• Transaction management experience.
• Experience with business valuations.
• Advanced Excel and financial software proficiency.
• Data analysis and presentation skills.
• Understanding of software industry metrics.
• Reliable WFH setup.

Benefits

• Remote position.
• Flexible working hours.
• Opportunity to work in a dynamic environment.
• Gain experience in financial analysis and M&A.
• Work with a well-established luxury design firm.