The Senior Associate – Finance position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The Senior Associate should expect to split their time between driving forward FP&A objectives and corporate development projects (M&A) as needed.
Location: Ideal candidates will be located in Pittsburgh, PA and work in a hybrid capacity.
Performance Monitoring & Analysis: Lead the effort in monitoring, analyzing trends, and improving KPIs across the firm.
Financial Analysis: Assist in monitoring and analyzing trends in company financials, identifying causes of variances, etc.
Budgeting & Forecasting: Manage the development of (and continually improve) the budgeting and financial forecasting process.
Communication & Reporting: Guide the development of monthly and quarterly financial and operating packages as well as materials for the Board of Directors.
Ad-hoc Analysis & Support: Support the senior management team and department heads with data-driven analysis.
The Senior Associate should be prepared to take on significant responsibility within the finance group, leading both new and existing initiatives, providing direction and guidance to staff, and coordinating with senior management/executives.
Support, track, and help manage the growing M&A pipeline across the firm.
Lead the coordination and execution of due diligence of potential targets including working closely with senior team members, other internal points of contact and external representatives, such as target company personnel, advisors, legal counsel, etc. to ensure relevant deal information flow amongst the cross-functional M&A team.
Quantify and track historical transaction KPIs such as synergies and any contractual purchase price adjustments including working capital and contingent payments.
Build detailed M&A analyses to support the evaluation of opportunities, including standalone target valuation, synergy value, deal structuring alternatives, IRR, and proforma impacts to EdgeCo.
Lead in the development of presentations and investment materials for the Executive Committee, Board of Directors, and Lending Group.
Present the senior management team and department heads with as required data-driven analysis.
Collaborate with the M&A Analyst in all facets of the transaction process.
Required Skills & Experience:
Undergraduate degree in Business or Finance.
Master’s degree or MBA is a plus.
A minimum of 3-4 years of relevant work experience in investment banking, private equity, consulting, FP&A, and/or corporate finance.
Confident self-starter, with the competence and experience to work directly with executives and senior management.
Very strong analytical skills, strategic thinking and decision-making ability.
Strong finance background and acumen including analyzing and forecasting the three financial statements.
High level of skill in financial modeling, performing due diligence, and experience with the general M&A process.
Highly organized with strong attention to detail; ability to work in a conscientious, consistent, and thorough manner.
Ability to effectively operate with high energy and flexibility in a fast-paced, constantly evolving team environment.
High level of interpersonal skills & ability to collaborate across departments.
Commitment to data integrity and continuous improvement of data quality and QC processes.
Advanced skills in Excel including complex financial modeling.
Advanced skills in PowerPoint.
Knowledge of Business Intelligence reporting tools such as Microsoft Dynamics and Power BI is a plus.
Experience in the financial services sector, including retirement services, asset & wealth management, and/or trust & custody solutions is a plus.