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Libertas Funding

Senior Analyst, Financial Planning and Analysis

Libertas Funding · Greenwich, Connecticut, United States · $90K–$120K/yr

Financial Services · 51-200 employees

8 h ago
Senior (5-10 yrs) Full-time United States
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About the role

The role involves owning the financial planning and forecasting processes and building complex financial models for decision support. The analyst will evaluate financial performance by comparing actual results against plans and providing recommendations to senior executives.

What they look for

Financial Modeling Excel Formulas Variance Analysis Financial Forecasting Data Mining Business Intelligence Valuation Comps Market Research Quantitative Analysis Financial Reporting Interpersonal Communication Problem Solving

Requirements

Requires a Bachelor's degree in Accounting, Finance, Economics, or Statistics with 5-8 years of relevant corporate finance experience. Proficiency in financial modeling and Excel is essential, with CPA or FMVA designations preferred.

Full description

ABOUT THE COMPANY:

Libertas Funding is an institutional-quality private credit firm headquartered in Greenwich, CT, providing growth capital, revenue-based financing, and working capital solutions to established small and medium-sized businesses nationwide. Backed by deep institutional banking and credit expertise, Libertas combines proprietary technology and disciplined underwriting with a relationship-first approach, serving as a long-term financial partner to middle-market businesses pursuing acquisitions, expansion, and other strategic growth initiatives. We seek qualified candidates who work with integrity and excellence, and who value teamwork, customer service, diversity, and accountability.

POSITION SUMMARY:

The Senior Analyst, Financial Planning and Analysis, will work closely with the finance department and report to the Chief Financial Officer and our senior data analytics advisor to perform financial forecasting, analyze financial data, and build financial models for decision support. They will evaluate financial performance by comparing and analyzing actual results with plans and forecasts.

KEY RESPONSIBILITIES:

  • Own the financial planning and forecast processes.
  • Enhance the routine periodic forecast process.
  • Analyze past results, perform variance analysis. Identify trends and make recommendations for improvements.
  • Work closely with the accounting team to ensure accurate financial reporting.
  • Provide analysis of trends and forecasts and recommend actions for optimization.
  • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials.
  • Increase productivity by developing automated reporting/forecasting tools.
  • Perform market research, data mining, business intelligence, and valuation comps.
  • Maintain a strong financial analysis foundation creating forecasts and models.
  • Ad hoc investor requests
  • Grow financial performance through analysis of financial results, forecasts, variances, and trends.
  • Create recommendations to be presented to management and executives.
  • Develop financial models to support valuation, planning, and forecasting.
  • Conduct comparable analysis and market research to support internal financial analysis.
  • Maintain up-to-date technical knowledge of financial instruments, industry knowledge, market conditions.

QUALIFICATIONS:

  • High proficiency in financial modeling techniques.
  • Strong fluency with Excel Formulas and Functions.
  • Strong analytical and data gathering skills.
  • Proven work experience in a quantitatively heavy role
  • Strong quantitative and analytical competency
  • Self-starter with excellent interpersonal communication and problem-solving skills
  • FMVA or similar designations preferred.
  • Good business acumen
  • Strong interpersonal skills, including written and oral communication skills.
  • Comfort dealing with ambiguity and the ability to work independently.
  • Experience working with, and presenting to, senior executives.
  • Excellent communication and presentation skills; be comfortable interacting with executive-level management.

Education Requirements/Additional Preferences:

  • Required Years of Work Experience: 5-8 years of business finance or other relevant experience in corporate finance, investment banking, hedge fund, private equity or asset management preferred.
  • Education/Experience: Bachelor’s Degree in one of the following: Accounting/Finance/Economics/Statistics
  • Licenses/Certifications: CPA preferred

Salary Range: $90K-$120K

Libertas Funding, LLC participates in E-Verify.

Libertas Funding, LLC will not sponsor applicants for work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis.

Libertas Funding, LLC provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by the federal, state, or local laws.