Analyst, Treasury & Capital Markets

Role Overview

• Assume ownership over the company’s long-term forecast model and perform diverse and complex financial analyses focused on key value drivers such as organic growth, margin, strategic investments, and cash flow conversion.
• Provide analytical support and help coordinate responses to due diligence responses and data requests for debt and equity transactions.
• Contribute to the development of presentation materials for executive leadership, lenders, investors, rating agencies, and other internal and external stakeholders.
• Support public peers analyses focused on relative valuation, financial performance, and operational benchmarking.
• Proactively prepare and maintain recurring deliverables, including: Public peer analysis, Internal Fair Market Value, Interest rate hedging analysis, Cash flow forecasting and liquidity analysis, Quarterly leverage, covenant, and rating agency support materials.
• Develop a strong working knowledge of the company’s complex equity and debt capital structures, including: Preferred equity terms (governance, economics, conversion mechanics, and exit rights) and Debt covenants, leverage thresholds, compliance requirements, and reporting obligations.
• Partner with Treasury leadership to evaluate capital structure optimization, funding strategies, and risk mitigation opportunities.
• Support interest rate risk management strategy, including the evaluation of hedging opportunities.
• Serve as a trusted partner to Finance, Accounting, FP&A, Legal, Tax, Investor Relations, and Corporate Development teams.
• Interface professionally and effectively with external advisors, including legal counsel, banks, lenders, and financial advisors, to support transaction execution and ongoing capital markets activity.
• Communicate complex financial concepts clearly and concisely to both technical and non-technical audiences.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or other relevant advanced credential strongly preferred
• 1–3+ years of progressive experience in capital markets, investment banking, corporate finance, or a combination thereof; fintech, financial services, or highly leveraged environments preferred
• Skilled in conducting financial modeling with a high degree of analytical rigor
• Experience crafting or supporting the development of executive-level presentations
• Skilled in cross-functional collaboration and influence with various business partners, leaders and stakeholders
• Consistently applies a high degree of attention to detail with a strategic mindset
• Uses sound judgment in ambiguous or high-pressure situations.

Benefits

• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) options
• Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave
• Paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage