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Common mid-level finance associate requiring PE/IB background in metro markets yields moderate candidate density.
Requires private equity or investment banking experience, making candidate skills less transferable across industries.
Requires explicit 2+ years in private equity or investment banking plus advanced financial modeling, creating strict filters.
Lead financial and strategic analysis to support company growth initiatives including organic expansion and acquisitions.
Develop and improve financial models, forecasts, and reporting for management and board of directors.
Partner cross-functionally with executive leadership and practice leaders to provide data-driven insights and manage liquidity and budgeting processes.
Bachelor's degree in business, finance, or economics.
Minimum 2+ years experience in private equity and/or investment banking.
Advanced Excel skills including financial modeling and analysis of income, balance sheet, and cash flow statements.
Role based in New York office; hybrid work with 2-3 days remote. Local candidates only.
Experience working within private equity environments and understanding of sponsor-portfolio company dynamics.
Strong analytical and quantitative skills with high attention to detail and ability to manage complex projects with multiple workstreams.
Ability to collaborate with senior leadership and practice leaders, delivering strategic insights to drive growth and operational improvements.