Financial Analyst

$62,400 - $83,200/Yr

Russell Tobin - New York, NY

posted about 2 months ago

Full-time - Entry Level
New York, NY
Administrative and Support Services

About the position

Russell Tobin's client, a food ordering and delivery company, is seeking a Financial Analyst to join their Finance & Strategy team in a remote capacity. This team plays a crucial role in accelerating the growth of the business by implementing new opportunities and solutions. The Financial Analyst will partner with various teams across the company to enhance the profitability, scalability, and defensibility of the business model. The ideal candidate will be a strategic thinker capable of modeling future scenarios, solving complex problems, and collaborating effectively to carry projects from conception through execution. In this role, the Financial Analyst will support financial decisions and develop sustainable growth strategies for U.S. merchants in restaurants and new verticals. The position involves reviewing submissions for policy requirements as part of the deal flow approvals process and working closely with sales, strategy & operations, and finance teams to ensure compliance. The analyst will also support deal desk teams across all verticals and lines of business by creating deal financial models and developing decision support materials that include analytics on merchant comparables, portfolio performance, and market intelligence. Additionally, the Financial Analyst will maintain and update SQL queries to support deal models and analytics, collaborate with key stakeholders to implement new processes and frameworks for investment decisions, and work towards balancing growth with profitability. The role requires analyzing business and financial measurements to uncover trends and assess current and future business risks and opportunities, all while operating in a fast-paced and dynamic environment that is constantly evolving.

Responsibilities

  • Partner with teams across Clients to support financial decisions and develop sustainable growth strategies for U.S. merchants in restaurants and new verticals.
  • Support the deal flow approvals process by reviewing submissions for policy requirements and work with sales, strategy & operations, and finance to correct.
  • Support deal desk teams across all verticals and lines of businesses to create deal financial models.
  • Support the development of decision support materials by producing analytics spanning merchant comparables, portfolio performance, and market intelligence.
  • Maintain and update SQL queries to support deal models and analytics.
  • Collaborate with key stakeholders to develop and implement new processes and frameworks for investment decisions.
  • Work to increase the approach to balancing growth vs. profitability.
  • Analyze business/financial measurements, uncover trends, and assess current/future business risks and opportunities.
  • Operate in a fast-paced and dynamic environment that is constantly evolving.

Requirements

  • 2+ years of strategic finance, corporate finance, or investment banking experience in a high-growth technology sector.
  • Advanced Excel and financial modeling skills to build financial models used to size opportunities and build business cases for pursuing new programs.
  • Basic SQL proficiency to manipulate large datasets, uncover hidden insights in data, and improve understanding of the business.

Benefits

  • Comprehensive healthcare coverage (medical, dental, and vision plans)
  • Supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
  • 401(k) retirement savings plan
  • Life and disability insurance
  • Employee assistance program
  • Identity theft protection
  • Legal support
  • Auto and home insurance
  • Pet insurance
  • Employee discounts with some preferred vendors.
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