We are looking for an experienced financial professional with a strong background in the financial services industry and excellent communication and business operations skills.

Key Responsibilities:

Manage and analyze financial information across multiple business areas.

Perform financial analysis, accounting, valuations, investment analysis, and due diligence.

Support business and investment-related decisions through financial research and analysis.

Evaluate business models, including SaaS and technology-based businesses.

Work closely with senior leadership on financial and business operations.

Apply strong customer service, communication, and business judgment skills.

Handle multiple projects and business activities with a high level of professionalism and confidentiality.

Required Qualifications:

Minimum 5 years of financial management experience.

Strong experience in accounting, financial analysis, valuations, investment analysis, and due diligence.

Experience within the financial services/investment industry preferred.

Understanding of SaaS business models.

Strong communication, analytical, problem-solving, and business skills.

Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.

Preferred Qualifications:

CFA, CPA, or CFP designation.

Experience working directly with senior executives or business owners.

Strong understanding of investments, technology, and/or commercial real estate.