Financial Solutions Advisor role at Bank of America guiding clients to achieve financial goals. Responsibilities include providing advice, triaging leads, and recommending products.
About the role
- Financial Planning Analyst supporting Capital Markets and Real Estate teams at Serverfarm. Requires experience in data centers and strong analytical skills for financial tasks.
Responsibilities
- Prepare and deliver high-quality presentations for senior executives, board of directors, and business partners
- Provide analyses to assist with strategic decisions
- Assist in evaluation and implementation of capital projects and strategic initiatives by performing analyses such as ROI, market sizing, benchmarking, etc.
- Become an expert in the Serverfarm corporate operating model and acquisition model
- Create financial models for scenario analysis regarding potential business decisions
- Perform continuous market research of global data center providers and create market profiles
- Assist in the coordination of due diligence meetings and preparation of executive presentations for investors and lenders
- Perform monthly, quarterly, and annual reporting obligations and seek process improvement opportunities to enhance reporting and analytics
- Author investment memorandums
- Assist with special financial and business-related studies and partner with other departments in preparing analyses, including financial modeling of business cases
- Collaborate and coordinate with stakeholders across the company in the development and execution of key projects and initiatives
- Perform other duties as required
Requirements
- Experience working within a data center/ critical infrastructure environment is required.
- Bachelor’s degree in finance, Accounting, Economics, or a related field.
- Strong background in financial modeling, budgeting, and forecasting.
- Experience with capital-intensive industries or energy-related financial analysis is an advantage.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Experience with financial software such as SAP, Oracle, Hyperion, or similar platforms.
- Knowledge of business intelligence tools (e.g., Tableau, Power BI) for data visualization and reporting.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders.
- Detail-oriented with the ability to manage multiple priorities and deadlines.
- Collaborative and team-oriented mindset, with strong interpersonal skills.
Benefits
- paid time off
- paid holidays
- 401k
- FULL coverage medical, dental and vision
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