The Financial and Operations Analyst will support Beta Technologies’ financial health through planning and budgeting, integrated financial planning, management and performance reporting, and forecasting and modeling. The incumbent will apply FP&A solutions to enhance the finance team's ability to manage performance by linking corporate strategy to execution.
Essential Duties and Responsibilities
Develop, maintain, communicate and own:
Dynamic bottoms-up 3-statement financial models to support valuation, forecasting, scenario analysis and operational decisions
Comparables analysis and market research to support financial models and analyses
Operational metrics and Key Performance Indicators (KPI’s) dashboards
Variance analyses of results to identify trends and corrective actions
Provide transactional support of corporate M&A activities and capital raises (debt & equity)
Prepare presentation materials (and supporting analyses and models) for regular leadership reviews and Board/Investor updates
Lead the development of complex ad-hoc analyses to support strategic decisions (e.g. pricing strategy, cost optimization, etc.)
Work closely with the accounting and operations teams to ensure accurate financial reporting
Identify and drive process improvements and productivity enhancements by developing dynamic reporting/forecasting tools and driving the creation of standard and ad-hoc reports and dashboards
Aid in the budgeting and capital expenditure planning processes
Qualifications and Prior Experience
Undergraduate degree, MBA and/or CPA a plus
5+ years of work experience as a banker, consultant, private equity professional or operator (within a finance group) performing tactical and strategic financial and business analysis, restructuring experience is a plus
Proven knowledge of financial modelling and forecasting, accounting and corporate finance
Strong problem solving and analytical skills with ability to extract useful information from large sets of unorganized or incomplete data
Solid presentation, reporting and communication skills
Strong computer aptitude, extreme proficiency and expertise with Microsoft Excel, moderate proficiency with Word and PowerPoint, experience and familiarity with Adaptive and databases (in general) are both a plus
Adaptive and able to thrive in a constantly evolving environment
Note: As part of the application process, the hiring team may request samples of your Excel and PowerPoint work. In addition, an Excel aptitude exam administered by a third party evaluator may be required.
BETA Technologies provides equal employment opportunity to all individuals regardless of their race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, place of birth, citizenship, disability, veteran or military status, health coverage status, HIV status, genetic information, crime victim status, pregnancy or a pregnancy-related condition or any other characteristic protected by state, federal, or local law. The company does not discriminate, and will not discriminate, and will not tolerate discrimination, based on any of these characteristics during the application process or in employment.
All offers of employment at BETA Technologies are contingent upon favorable results of a thorough background check.