Senior Financial Analyst
Thumbtack
Financial Modelling Associate
Fresh Prints
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇵🇭 Philippines
Visit company websiteJob Level
JuniorMid-Level
About the role
- Conduct thorough financial analysis and modeling to evaluate investment opportunities, including assessing credit risk, reviewing financial statements, and cash flow projections.
- Build and maintain sophisticated 3-statement models to support investment decisions, budgeting, and scenario analysis.
- Evaluate cash flows, debt service coverage, and capital structure implications.
- Present financial results and performance drivers to deal teams and investment committees.
- Conduct comprehensive due diligence on potential investments, including reviews of data rooms, financial statements and related deal documentation, industry research, and competitor analysis
- Participate in third-party expert research calls
- Participate in the drafting of investment memoranda and supporting analysis
- Monitor the performance of existing investments, analyze financial statements and operational metrics, and prepare quarterly update reports for senior management and investors.
- Prepare investment memos, presentations, and other materials for internal discussions, investment committee meetings, and investor updates.
- Work closely with other members of the investment team, as well as legal, compliance, and operations teams, to ensure smooth execution of investment processes and compliance with regulatory requirements.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 4–7 years of experience in financial analysis, preferably with exposure to portfolio management, private equity, or credit investing.
- Strong analytical and quantitative skills, with a proven ability to build and interpret complex financial models.
- Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
- Highly organized and detail-oriented, with the capacity to manage multiple projects simultaneously in a deadline-driven environment.
- Highly proficient in Microsoft Office Suite, particularly Excel. Experience with financial analysis software and databases is advantageous.
- Experience with financial software and valuation tools including CapitalIQ and Bloomberg
- Comfort working independently and managing multiple priorities in a fast-paced environment.
Benefits
- Competitive annual salary, commensurate with experience
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisfinancial modelingcredit risk assessmentcash flow projections3-statement modelsdue diligenceportfolio managementprivate equityquantitative analysisfinancial statement analysis
Soft skills
analytical skillscommunication skillsinterpersonal skillsorganizational skillsdetail-orientedproject managementpresentation skillsteam collaborationindependent workingtime management
