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Common mid-level finance title, 2+ years band, metro market, and mid-tier firm increase competition.
Requires private equity/investment banking experience and specific financial modeling skills, limiting cross-industry transferability.
Mandatory 2+ years in PE/IB and advanced financial modeling skills filter candidates strictly.
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Lead financial and strategic analysis to support company growth initiatives including expansions and acquisitions.
Manage annual budget process and develop financial and operating reports for management and board review.
Partner cross-functionally with practice leaders and executive leadership to provide data-driven insights and support liquidity management.
Bachelor's degree in business, finance, or economics.
Minimum 2+ years experience in private equity and/or investment banking.
Must be located in New York City with hybrid work flexibility (2-3 days remote).
Advanced Excel skills with strong financial modeling and data analysis capabilities.
Experienced working in private equity environment and comfortable interpreting complex financial statements and performance metrics.
Able to manage and execute multiple complex projects while also focusing on individual responsibilities.
Strong leadership ability with experience collaborating cross-functionally and influencing senior stakeholders.