Key skills
Strategic PlanningBudgeting
About this role
Role Overview
- Serve as a strategic finance thought partner to the VP and CFO, influencing enterprise strategy, capital allocation, and shareholder value creation.
- Build, maintain, and evolve long-range financial and valuation models to inform strategic planning, business cases, and capital structure decisions.
- Assist in preparation of Board
- and investor-facing materials, including quarterly performance reviews, capital deployment updates, and long-term planning presentations.
- Partner with the VP and CFO on capital markets activities such as refinancing, equity raises, and bondholder reporting.
- Drive scenario modeling, sensitivity analyses, and financial simulations to guide key business and financing decisions.
- Assist in high level forecasting, budgeting, and variance analysis processes, ensuring alignment between divisional operations and corporate goals.
- Assist in annual budget and multi-year strategic planning cycles, balancing near-term performance with long-term value creation.
- Develop analytical frameworks and predictive models that improve accuracy, accountability, and resource optimization.
- Support business leaders to evaluate growth initiatives, new service lines, and partnership opportunities through ROI, payback, and risk analyses.
- Support M&A and business development through valuation modeling, due diligence, and post-acquisition integration planning.
- Evaluate and implement process improvements and automation across forecasting, reporting, and performance tracking.
- Assist the VP and CFO in enterprise valuation, investment prioritization, and long-term liquidity planning.
Requirements
- Bachelor’s degree in Accounting, Finance, or Business Administration required.
- Minimum of 1-2 years of progressive experience in finance, with demonstrated success in investment banking or private equity.
- Experience with Board-level reporting, long-range planning, and capital markets or M&A activity strongly preferred.
Benefits
- best in class benefit programs with a wide array of options