Analyst supporting Treasury & Capital Markets functions to empower businesses at Acrisure, a global fintech leader. Strengthening financial analysis and collaboration with stakeholders in a fast-paced environment.
Responsibilities
Assume ownership over the company’s long-term forecast model and perform diverse and complex financial analyses focused on key value drivers such as organic growth, margin, strategic investments, and cash flow conversion.
Provide analytical support and help coordinate responses to due diligence responses and data requests for debt and equity transactions.
Contribute to the development of presentation materials for executive leadership, lenders, investors, rating agencies, and other internal and external stakeholders.
Support public peers analyses focused on relative valuation, financial performance, and operational benchmarking.
Proactively prepare and maintain recurring deliverables, including: Public peer analysis, Internal Fair Market Value, Interest rate hedging analysis, Cash flow forecasting and liquidity analysis, Quarterly leverage, covenant, and rating agency support materials.
Develop a strong working knowledge of the company’s complex equity and debt capital structures, including: Preferred equity terms (governance, economics, conversion mechanics, and exit rights) and Debt covenants, leverage thresholds, compliance requirements, and reporting obligations.
Partner with Treasury leadership to evaluate capital structure optimization, funding strategies, and risk mitigation opportunities.
Support interest rate risk management strategy, including the evaluation of hedging opportunities.
Serve as a trusted partner to Finance, Accounting, FP&A, Legal, Tax, Investor Relations, and Corporate Development teams.
Interface professionally and effectively with external advisors, including legal counsel, banks, lenders, and financial advisors, to support transaction execution and ongoing capital markets activity.
Communicate complex financial concepts clearly and concisely to both technical and non-technical audiences.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or other relevant advanced credential strongly preferred
1–3+ years of progressive experience in capital markets, investment banking, corporate finance, or a combination thereof; fintech, financial services, or highly leveraged environments preferred
Skilled in conducting financial modeling with a high degree of analytical rigor
Experience crafting or supporting the development of executive-level presentations
Skilled in cross-functional collaboration and influence with various business partners, leaders and stakeholders
Consistently applies a high degree of attention to detail with a strategic mindset
Uses sound judgment in ambiguous or high-pressure situations.
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) options
Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
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