Financial Analyst

6 days ago


Norwalk, United States Right Executive Search, LLC Full time

Financial Analyst

Norwalk, CT

Compensation: Base 70-80k plus bonus (90-100k "all in")


Requires: 1 – 2 years of financial modeling, investment banking, FP&A, M&A or Corporate Development experience which should include strong financial modeling experience, i.e.. ability to build an IRR model, present value, etc., and intermediate Excel skills.


Our client is a premier lender with expertise in the capital markets. The company is seeking a rising financial analyst who will work to understand all facets of the business through budgeting, reporting, and analysis.


Direct Responsibilities of the Financial Analyst:

· Performance Analysis: Analyze and predict payment/loss performance of a $1B lease and loan portfolio, driving key strategic decisions

· Financial Modeling: Produce and manage financial models for the Client, its portfolio of strategic investments, and prospective strategic investments.

· M&A Support: Provide analytical support for M&A processes

· Correspondence: Communicate with banks, rating agencies, and investors regarding capital raising or other initiatives.

· Presentation Preparation: Prepare presentations for the Board of Directors and external stakeholders (e.g., banks, rating agencies, strategic partners).

· Reporting: Produce and troubleshoot monthly reports for management, the Board of Directors, and lenders.

· Ad Hoc Analysis: Conduct analysis to inform all facets of the Client’s strategy and decision-making.


Qualifications of the Financial Analyst:

· The ideal candidate has 1 - 2 years of financial modeling, investment banking, M & A, FP&A, portfolio management or corporate development analyst experience at an investment bank, equipment finance or asset/investment manager, with solid understanding of debt, equity, capital raising, strategic planning, analytics, metrics, KPIs, etc.

· Bachelor’s degree from an accredited school. A degree in business/finance or a related field is preferred

· Intermediate proficiency in Microsoft Office programs, especially Excel.

· Strong analytical and critical thinking skills with an ability to analyze problems, recommend solutions, and deliver results

· Excellent communication, presentation, and interpersonal skills, ability to "think on your feet"

· Track record of strong time management and ability to multi-task

· Must have a strong understanding of financial concepts and be able to perform basic financial analysis.


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