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.