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Lead Financial Strategist

2 months ago

Birmingham, Michigan, United States Simon Group Holdings Full time

Lead Financial Strategist Position at Simon Group Holdings

Simon Group Holdings (SGH) is a prominent private equity firm and family office with a varied portfolio of business interests. We are currently in search of a skilled Lead Financial Strategist with 3-5 years of relevant experience to become a vital part of our dynamic team.

Key Responsibilities:

  • Financial Planning and Analysis: Create and assess financial data to project future performance.
  • Long-term Strategic Development: Spearhead comprehensive strategic planning and offer insights for informed business decisions.
  • Capital Investment Evaluations: Assess investment requests utilizing financial metrics.
  • Mergers & Acquisitions (M&A) Analysis: Evaluate potential opportunities and support integration strategies.
  • Advanced Data Interpretation: Employ sophisticated techniques to analyze complex datasets.
  • Financial Reporting: Generate financial reports and presentations for executive management.
  • Special Projects: Address various financial initiatives as required.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
  • 3-5 years of experience in financial analysis, particularly with M&A exposure.
  • Proficient in Excel and PowerPoint; familiarity with PowerBI is advantageous.
  • Capability to conduct comprehensive financial analyses and convey findings effectively.
  • Strong communication skills and the ability to excel in a high-pressure environment.
  • Preference for CFA designation or equivalent certification.

Employee Benefits:

  • Comprehensive Medical, Vision, and Dental insurance
  • 401(k) plan and Disability insurance

Become Part of Our Team: Immerse yourself in the dynamic world of finance at Simon Group Holdings.