Investment Banking Analyst

3 weeks ago


Red Bank, United States Robert Half Full time

Growing Software company located in Red Bank NJ with office in NYC as well is looking for an Investment Banking Analyst. The Analyst will:


  • Manage, refine and continuously improve a company-wide financial planning / forecasting process
  • Distill financial results and analyze actual vs. budget performance to prepare insightful dashboards / reports for Leadership team + board + investors
  • Look around corners and perform ad hoc scenario analysis for decision making
  • Collaborate with company and functional leaders to analyze complex business opportunities and provide a sound financial perspective
  • Work closely with CFO to grow coordination between the finance team & operating functions, and make financial planning a company-wide exercise
  • Support the Leadership team on key strategic topics (M&A due diligence, fundraising etc.)
  • Path to growing and managing a broader FP&A team through hiring of direct reports
  • Continue developing the finance function as a center of excellence in the organization

We’re Looking for Someone with:

  • 1+ years of relevant industry experience in investment banking, strategy consulting and/or private equity



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