The Strategic Finance Associate role combines client financial data and analysis with operational insights to help drive business strategy. As a key member of our Advisory Services team, you’ll work with our clients to help them prepare for a future transaction. We use proprietary tools to understand each client’s business and create a strategic roadmap focused on growth to maximize their future valuation. This role will also play a key role for clients that transition to the Investment Bank.

The role includes three primary responsibilities:

Financial Modeling and Analysis

• Develop a deep understanding of the financial profile of our clients to include revenue drivers, cost drivers, growth opportunities, and unique selling propositions as the foundation for our growth framework.
• Create ad-hoc analysis to test various scenarios for growth and value optimization.
• Create detailed financial models and consolidated financial statements based on client data.
• Use financial models and financial statements to provide analysis. Work with Pathfinder Advisors to tie financial analysis with operational insights.
• Create client-facing valuation estimates, reports, presentations, and other materials essential to understanding and tracking a business’ success and opportunities.
• Collaborate with other resources at Class VI (investment bank, accelerator team, offshore financial resource).

Client Relationship Management

• In collaboration with the Strategic Advisor, manage client relationships. Participate in regular client meetings, lead calls related to financial performance, and work to understand the clients’ businesses and related industries.
• Serve as the primary point of contact for our client’s analysis and financial requests. Effectively request financial information and clarify questions.
• Support Pathfinder clients in their transition from advisory services to go-to-market actions.

Project Management, Collaboration and Communication

• Work cross-functionally with Investment Bank and Accelerator teams to grow technical skills, review analyses, and seamlessly handoff relevant client information.
• Work collaboratively with cross-functional teams to deliver high-quality services to our clients.
• Partner with Investment Bank team, Pathfinder team, and other Class VI stakeholders to formalize/standardize the Pathfinder financial deliverables. Continuously evolve these deliverables based on internal and external feedback.
• Manage multiple client projects simultaneously, ensuring timely delivery and meeting client expectations.
• Prepare and present detailed reports, presentations, and documentation to clients and internal stakeholders, adapting communication style to diverse audiences.
• Foster a culture of continuous improvement and learning within the internal team and with clients.

Qualifications

• Bachelor's degree in finance, business, economics, or a related field with a good academic track record (3.5 GPA or higher).
• A minimum of 2-4 years of relevant experience in investment banking, ideally representing mid-market entrepreneurial businesses in M&A transactions.
• Experience building financial models in the investment banking industry, with the ability to prove a deep understanding of mergers and acquisitions concepts, company valuation drivers, and how to build a three-statement operating model.
• High proficiency in data analysis of large, complex data sets.
• Excellent communication and presentation skills.
• Ability to manage multiple, fast-paced projects at once.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Proficiency in the Microsoft Office Suite, specifically Excel, PowerPoint, SharePoint, Teams.
• Strong appreciation of and respect for the entrepreneurial spirit.
• Authorization to work anywhere in the U.S.

Nice to haves

• FINRA Series 79 license.
• MBA or advanced degree.

Company Overview

Class VI is a purpose-driven organization that has a caring team, strong culture, very happy clients, and high levels of job satisfaction. The diverse nature of our work and client engagement makes for an exciting, challenging, and rewarding experience.

We provide advisory services, investment banking, and wealth management services – all built exclusively for entrepreneurs. We have fun and build long-standing relationships with our clients, often working together for years before and/or after a transaction.

We have an incredibly talented team that provides excellent client service (measured in client referenceability and our Net Promoter Score). And we are continuously growing, which provides growth and development opportunities for our team.

Our Core Purpose drives all we do:

Entrepreneurs and the good they do for our communities make the world better in innumerable respects. We serve entrepreneurs so they can continue the good work they do in their businesses and communities.

We live by these Core Values:

Hustle: Our clients appreciate us because they know we have their backs, that we will work tirelessly to help them achieve their dreams, and our attentive responsiveness makes each client feel like they are our only client.

Humility: Instead of the approach of being the “smartest people in the room” that many investment banks take, we never lose our humility, seek to expand our perspective and learn from others, and have a driving desire to always grow personally and professionally.

Relationships: We demonstrate our commitment to our clients and each other daily, always being there to help each other, with our focus on being there for our clients whether a deal happens or not, and our commitment to always doing the right thing, even when it hurts.

Compensation

Target all-in comp of $110-140k, including base salary and target bonus. Generous benefits package offered. Bonus compensation is tied to both overall firm performance (financial metrics, i.e., revenue target) and individual performance.

We are an equal opportunity employer and we value diversity at our company. We do not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws. 

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