Senior Associate

ATLANTA GA   Computer Software Posted: 2 weeks ago  

Job Description:
Our client is looking to bring on a dynamic Senior Associate to enhance their company’s financial performance, corporate strategy, and operational efficiency. This person will have the opportunity to work directly with the C-level executives and be client-facing with premiere financial institutions. Huge opportunity to grow at a startup FinTech company where the growth opportunities are unlimited!

• 5+ years of experience in an Associate level FP&A (financial planning and analysis) position in an investment banking or trading environment.
• Extensive experience with financial reporting, tax planning, budgeting, and forecasting.
o Understanding of financial best practices and principles (including GAAP).
• Experience working in Debt Capital Markets (DCM) issuing and managing debt securities.
• Proficient in Microsoft Excel and PowerPoint to create financial models, investment decks, and client presentations.
• Extreme attention to detail and ability to be self-sufficient in a fast-paced environment working alongside C-level executives.
• Bachelor’s degree in finance, accounting, economics, or related financial fields.

Nice to have:
• MBA or master’s degree in finance, economics, or accounting.
• CFA or CPA Certification.
• Experience leading a pit on a security exchanges floor.

• Develop and maintain financial models for forecasting and budgeting to support strategic decision-making and improve operating margins.
• Lead the creation and presentation of financial forecasts and analyses to executive management, highlighting trends, risks, and opportunities.
• Assist in preparing monthly board updates, quarterly board presentations as well as investor presentations.
• Design and implement strategies for financial and balance sheet optimization, operational efficiency, and cost reduction, including the use of automation and process improvement.
• Conduct thorough market and financial analyses to support recommendations on revenue growth and expense savings.
• Work directly with C-Suite executives in formulating and executing upon strategic initiatives of the business as well as corporate development activities.

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