Strategic Finance AVP
2 weeks ago
Atlantic Group is hiring a Strategic Finance AVP in Austin, TX for our client. This in-office role drives strategic initiatives, financial modeling, and market analysis across PE, credit, and mortgage investments. You will evaluate new business opportunities, support long-term planning, and lead financial strategy to drive growth. Ideal for finance professionals with experience in investment banking, corporate strategy, or real estate finance.
Responsibilities as the Strategic Finance AVP:
- Strategic Planning:
Identify and evaluate new business initiatives, market opportunities, and product strategies to support growth. - Financial Modeling & Analysis:
Develop detailed financial models and business cases for investments, forecasts, and performance assessments. - Business Development:
Collaborate with leadership on prospecting, client engagement, and pitch preparation for institutional investors. - Client & Investor Relations:
Maintain and strengthen relationships with key institutional clients and partners to drive strategic value. - Cross-Functional Collaboration:
Partner with fundraising, asset management, and operations teams to align business objectives and improve efficiency.
Qualifications for the Strategic Finance AVP:
- Education:
Bachelor's degree in Finance, Economics, Business Administration, or a related field required (MBA or CFA strongly preferred). - Experience:
5+ years in strategic finance, investment banking, corporate development, or consulting within financial services, real estate, or mortgage sectors. - Technical Skills:
Advanced proficiency in Microsoft Excel and PowerPoint, with experience in financial modeling, valuation tools, and data visualization platforms preferred. - Industry Knowledge:
Strong understanding of the residential mortgage market, whole loans, mortgage-backed securities, and investment operations preferred. - Skills & Attributes:
Analytical and strategic, with strong communication skills, attention to detail, and ability to excel in fast-paced, collaborative settings.
Note: Qualified candidates will be contacted. If an applicant is not chosen, we will keep your resume on file for future opportunities and may contact you for further discussion.
Job#: 46860
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