Position Title:
Financial and Investment Analyst

Education and Experience requirements:
Bachelor’s or higher degree in finance, mathematics, business, accounting, data analytics, or engineering; Minimum one year of experience working as an analyst at a venture capital firm or private equity firm

Duties and Responsibilities:
- Maintain, monitor, and update database of the company’s financial transaction records of the company and its subsidiaries and generate US GAAP-compliant quarterly and annual consolidated financial statements through the Oracle ERP system or through QuickBooks
Relevant: Accounting, Auditing, Database, Systems Management, Programming, Technology

- Use the data from the ERP system to design, develop, maintain, and update an interactive dashboard using Tableau to visualize key financial statement metrics for the CFO and executive team to track the performance and financial status of the company and its subsidiaries
Relevant: Probability, Statistics, Accounting, Data Analytics, Visualization, Technology

- Perform regular financial accounting analyses containing information including net value, cash flow, profitability, liquidity, leverage, and efficiency analysis of the company and its subsidiaries, and compare with previous periods and with similar companies in the industry
Relevant: Probability, Statistics, Accounting, Data Analytics, Communication

- Present predictive forecast reports based on quantitative analysis using time series analysis, cause-effect method, and other methods to predict sales and other key metrics to support data-driven decision making for financial planning and budgeting processes
Relevant: Statistical Learning Models, Prediction Models, Data Analytics, Simulation, Optimization

- Perform financial due diligence of investment opportunities through economic and market trends research, business evaluation, and support deal execution for minority growth equity investments, leveraged majority buyouts, and debt financing transactions
Relevant: Economics, Finance, Managerial Accounting, Business, Data Analytics

- Develop investment scenarios based on quantitative financial models and valuation methods including the discounted cash flow method, income approach, valuation multiples, summarize and present investment analysis reports to senior team members
Relevant: Probability, Statistics, Finance, Accounting, Financial Engineering, Communication

Job posted May 10, 2023