Associate supporting corporate finance transactions and business development at Capstone Partners. Involves financial analysis, modeling, and client relationship management in investment banking.
About the role
- Senior Financial Analyst conducting investment analysis for enterprise initiatives. Responsible for preparing investment analyses, benefit realization plans, and executive reporting.
Responsibilities
- Assist with reviewing business cases and cost and benefit estimates
- Partner with project team to construct financial models based on project business cases, including NPV, IRR etc.
- Assist with maintaining enterprise tools for estimating project costs and benefits
- Prepare monthly executive reporting related to optimizing project portfolio and return on investment.
- Help with enterprise adoption of new financial concepts for tracking total project spend including internal and external cost
- Assist with conducting individual and comparative investment analysis on highly complex and large scale projects
- Serve as a trusted financial business partner to the PM community to help bridge the gap between operational and financial processes enabling project teams to achieve their financial objectives
- Assist with the design, development, and delivery of Global Project Portfolio Management (GPPM) financial process training for the enterprise
- Work closely with Project Managers to assist with preparing monthly project budget/forecast and tracking actual project costs
Requirements
- Advanced knowledge of financial models and tools
- Proficient in process improvement and development practices
- Working knowledge of Corporate Finance, Accounting, and Project Costing
- Interpersonal skills necessary to work well with others, and collaborate with other leaders in the organization
- Problem solving, multi-tasking and decision making abilities; detail oriented
- Skilled at producing executive-level reports and/or training material using Microsoft Excel, and PowerPoint
- Bachelor’s Degree in related field or equivalent related work experience required
- 5+ years' experience in Finance and/or Accounting
- Advanced knowledge of financial models and tools such as ROI, NPV, IRR, Benefit Cost Ratio, etc. required
Benefits
- Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), tuition assistance, training, GM employee auto discount, community service pay and nine company holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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