Strategic Financial Analyst - job 1 of 2

About the Role:

The Analyst will support Extend's Strategic Finance team, focused on assisting the Finance organization with projects related to forecasting, planning, and modeling as well as tracking KPIs and business metrics. Your work is an integral part of the Strategic Finance team and informs strategic and financial decision-making across the Extend organization. The role's responsibilities will include:

What You'll Be Doing:

• Build and iterate long-term and short-term forecasting models, including annual budgeting and quarterly/monthly forecasting, based on collaboration with the Strategic Finance and Executive teams.
• Own detailed revenue and operating expense builds plus three statement financial model and other ad hoc financial analysis.
• Collaborate with multiple business functions to identify the key business drivers and data used to support the forecasting process.
• Work closely with the Strategic Finance team and other business units to implement dashboards to measure and improve business performance.
• Prepare presentations including monthly and quarterly financial updates, variance analysis, board materials, and ad hoc projects.
• Assemble data and analyses for requests related to internal operations, investor due diligence, and capital raising.
• Perform industry research including strategic landscape, comparable companies, and comparable metric analyses.
• Produce weekly updates on key market and company-specific developments.
• Assist in the quarterly Board Meeting process and preparation.
• Provide analytical and strategic input on key issues ranging from partnerships, investment strategies, acquisitions, synergies, capital projects, and long-term financial planning.
• Leverage critical thinking to offer actionable insights to optimize forecasting process and overall business performance - we want you to think, not just process.

What We're Looking For:

• A hard-working, detail-oriented team player with plenty of grit, analytical prowess, creative thinking, intelligence, and initiative.
• Extensive knowledge of, and experience working with, Excel, Google Sheets, PowerPoint, and Google Slides.
• 2+ years of relevant experience in FP&A, business finance, investment banking, management consulting, or private equity.
• Experience building, owning, and iterating complex financial models using Excel.
• Ability to produce compelling and visually appealing financial presentations using PowerPoint.
• High level of comfort with large and incomplete data sets; ability to manage data ambiguity and make informed modeling assumptions.
• Experience in performing detailed financial analyses and reporting, supporting BizOps and FP&A teams, and assisting with investor due diligence for capital raises.
• Ability and interest in thinking beyond the Strategic Finance organization, considering the challenges of other teams, and prioritizing what is best for the business holistically, are essential.
• Ability to communicate across the organization, especially to teams with less finance experience.
• Empathy, humility, and a sense of humor.

Nice to Have:

• Familiarity with comparable companies analysis and other company valuation methodologies.
• Fintech, Insurtech or Insurance industry backgrounds.
• Experience working in a high-growth, rapidly scaling environment.

Estimated Pay Range: $100,000 - $120,000 per year salaried*