Support capital raising activities, including debt and equity financings, lender/investor materials, and diligence processes
Lead financial analysis and modeling for strategic initiatives, acquisitions, partnerships, and other corporate transactions
Build and maintain advanced financial models (3-statement, cash flow, valuation, scenario/sensitivity analyses) to support decision-making
Prepare executive-level materials (board decks, investment memos, internal strategy presentations) with clear and concise insights
Partner cross-functionally with FP&A, M&A, Data, Legal, and business teams to align financial strategy with operational execution
Assist with long-range planning, strategic forecasting, and evaluation of new business models or revenue streams
Support negotiations and structuring of transactions in collaboration with senior leadership and external advisors
Other duties as assigned

3
5 years of experience in investment banking, private equity, or a comparable high-rigor finance role (e.g., strategic finance or corporate development)
Bachelor’s degree in Finance, Economics, or a related field
Strong experience across capital markets and M&A transactions
Expert-level financial modeling and analytical skills, including valuation, cash flow forecasting, and transaction modeling
Strong financial judgment with the ability to operate in ambiguous, fast-moving environments
Excellent written and verbal communication skills, with the ability to present complex analysis clearly and concisely to senior executives
Proven ability to manage multiple workstreams, prioritize effectively, and meet deadlines

Senior Manager, Finance – Strategy

Key skills