Job Openings

Corporate Financial Analyst

Job ID: BH324677

Category: Senior Financial Analyst, Financial Analyst

Job Title: Corporate Financial Analyst

Job Location: Needham/Remote

Industry: Digital tech media company

Required:
2-3+ years of strong FP&A/financial modeling experience

Job Description:

Seeking a Corporate Financial Analyst to join our Finance team in Needham, MA! Reporting to Director of Finance, this role will be responsible for financial analysis and reporting specific to M&A activities including providing necessary support to the Corporate Development group. A successful candidate should possess advanced skills in financial and data analysis, including proficiency with three-statement financial modeling and understanding of generally accepted accounting principles. Additionally, the candidate should exhibit strong written and speaking skills, and have experience working cross-functionally to move related projects forward. The role will include oversight within Corporate Finance of all M&A related financial analysis and reporting activities from pre-acquisition through post-acquisition and integration.  He/she will support related financial and corporate decision makers at all levels of the company.  He/she will also work closely with management to meet their financial objectives.

Responsibilities

  • Responsible for M&A related analytical, reporting, planning, and forecasting duties on a company wide basis
  • Support due diligence efforts, including financial modeling of synergies as well as impact of integration considerations during diligence period
  • Provide written analysis on financial performance metrics for all acquisitions, pre and post
  • Ensuring compliance with financial guidelines, company policies, and relevant legal regulations, develop and analyze key business performance metrics and identify performance improvement opportunities
  • Develop financial projections through financial modeling for organic and inorganic growth sectors of the business
  • Provide strategic financial insights when performing analysis and reporting which includes creating data visualizations and presentations
  • Design processes that enhance the accuracy and timeliness of our overall M&A financial reporting process
  • Provide ad hoc analysis and financial analysis to other areas of Corporate Finance as needed

Qualifications

  • Bachelor’s degree in Finance or Accounting
  • At least two to five year of experience with mergers and acquisitions, corporate finance and/or financial planning and analysis
  • Strong analytical thinking and problem-solving skills
  • Exceptional skills in Microsoft Office (Excel, PowerPoint, Word) and ERP solutions such as Oracle or Microsoft Dynamics
  • Excellent verbal and written communication skills
  • Strong interpersonal skills with ability to interface with all levels of personnel at corporate and business units
  • Strong organizational and multitasking skills
  • Demonstrate ability to manage tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast pace environment
  • Ability to interpret data and provide relevant conclusions and recommendations
  • Self-starter with a desire to learn and grow in a team environment 

Nice to Have: 

  • CPA or CFA, Master’s degree in Finance or Accounting
  • BI software experience with tools such as Hyperion, Power BI, or Adaptive Insights

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Direct

Location: Remote Based