Financial Analyst

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 transition planning, 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.

Job Description

The Pathfinder team works closely with our clients to help them prepare for a future transaction. We work with our clients and use proprietary tools to identify a baseline understanding of their business and create a customized strategic roadmap. We then partner with our clients to help them execute their roadmap, achieve their goals, maximize their future valuation, and help them prepare for a future transaction – whether they’re ready to sell today or in the future.

Financial Modeling and AnalysisCreate 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 ManagementIn 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 actionsProject Management, Collaboration and CommunicationWork cross functionally with Investment Bank and Accelerator teams to grow technical skills, review analyses, and seamlessly handoff relevant client informationWork collaboratively with a cross-functional teams to deliver high-quality services to our clientsPartner 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 expectationsPrepare and present detailed reports, presentations, and documentation to clients and internal stakeholders, adapting communication style to diverse audiencesFoster a culture of continuous improvement and learning within the internal team and with clientsThis role will report to the Investment Bank team for financial technical skills development and oversight and report to the Pathfinder Advisory team for advisory deliverables and overall soft skills developmentOther duties as assigned

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.

As an Advisor on our M&A Advisory Services team, you will play a pivotal role in helping our clients strategically prepare their businesses for sale in the coming years. Leveraging your prior consulting or investment banking experience, your deep curiosity, and strong analytical skills, you will work closely with clients to deliver comprehensive solutions that maximize the value of our clients' businesses in anticipation of future transactions.

QualificationsBachelor's degree in finance, business, economics, or a related field with good academic track record (3.5 GPA or higher)A minimum of 2-4 years of relevant experience in investment bankingExperience 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 modelHigh proficiency in data analysis of large, complex data setsExcellent communication and presentation skillsAbility to manage multiple, fast-paced projects at onceAbility to work independently and as part of a team in a fast-paced, dynamic environmentProficiency in the Microsoft Office Suite, specifically Excel, PowerPoint, SharePoint, TeamsStrong appreciation of and respect for the entrepreneurial spiritAuthorization to work anywhere in the U.S.Nice to havesFINRA Series 79 licenseMBA or advanced degree

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.