Senior Analyst, Corporate Financial Planning

2 weeks ago


Newport Beach, United States BKM Capital Partners Full time $100,000 - $115,000
Job DescriptionJob Description

BKM Capital Partners is a growing firm looking for driven entrepreneurial professionals who are passionate about their work and excited for a new challenge. Located in our Newport Beach, California office, the Senior Analyst, Corporate FP&A, will play an integral role in the company. Reporting directly to the Senior Director, Finance & Accounting, this position will assist with financial analysis and modeling to help make strategic decisions by leveraging data analytics.

This role is 100% in-office due to the collaborative nature.

Essential Functions:

Financial Planning &Analysis

  • Prepare, maintain, and forecast corporate cash flows
  • Assist with departmental budget projections, including budget-to-actual analysis
  • Lead corporate profitability analysis, including scenario modeling to aid in strategic decision making
  • Calculate returns, performance metrics and revenue yields
  • Leverage data analytics software (Alteryx) to streamline financial analysis
  • Collaborate with various departments, including Fund Finance, Treasury and Accounting to produce detailed financial planning packages
  • Prepare cash forecasting, including liquidity analysis
  • Complete ad hoc analysis for our Executive team relating to acquisitions, dispositions, and new ventures

Reporting:

  • Create and present performance reporting, including bottom-line analysis
  • Prepare various financial reports incorporating capital activity (capital calls and distributions)
  • Produce joint venture financial reports based on new and existing term sheets
  • Construct detailed corporate fair valuation reports
  • Prepare and present corporate performance dashboards

The Qualifiers:

  • Bachelor’s degree in finance, accounting, business administration, or related degree is required. Master’s degree is a plus.
  • Advanced financial planning and analysis, including financial modeling required.
  • Advanced Excel capabilities are required. Data analytics software or excel macro experience is a plus.
  • Strong organizational skills with a keen attention to detail.
  • Self-motivated independent thinker with a results-driven work ethic, entrepreneurial spirit, and a strong team player.
  • Ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment.
  • Strong analytical and problem-solving skills.
  • Excellent written, verbal, and nonverbal communication skills.
  • Demonstrates the highest ethical standards

The Perks:

  • Competitive Pay
  • Medical, Dental, Vision and Life Insurance
  • Paid Time Off
  • 401k Plan
  • Professional Development Resources Fun Work Culture (e.g., Indoor basketball, pickleball, ping pong, creative office environment, and fun company social events)


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