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Company | Jobot |
Address | Austin, TX, United States |
Employment type | FULL_TIME |
Salary | |
Category | Staffing and Recruiting |
Expires | 2023-09-06 |
Posted at | 9 months ago |
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Why join us?
Why join us?
- Own and keep the financial model updated
- Oversee all aspects of the firm's financial operations including accounting, AR/AP, FP&A, budgeting, treasury, and strategy
- Comply with all applicable financial regulations
- Work closely with other company leaders to characterize and manage the firm's capital needs, including coordination of fundraising processes
- Conduct financial analysis and identify opportunities for improvement and areas of risk
- Develop and implement financial strategies that support the firm's growth and profitability, including modeling acquisitions and deal structuring
- Prepare financial statements and reports for management and regulatory bodies
- Manage the KPI dashboard and work with company leaders to ensure forecasts and financial targets will be achieved and monitored on a monthly basis
- Coordinate and prepare quarterly board packages for review and analysis by the Board of Directors
- Bachelor of Arts/Bachelor of Science and Master of Business Administration
- Ability to work both independently and as part of a team
- Knowledge of the wealth management industry either from direct experience or deals
- Exceptional analytical and problem-solving skills
- 5+ years of experience with financial services firms in financial management, broker/dealers, private equity, investment banking, investment advisors, hedge funds, or venture capital is required
- Thorough attention to detail and accuracy
- Excellent written and verbal communication skills
- 5+ years of strong experience with FP&A, budgeting, treasury, and strategy
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