Senior Investment Analyst
Posted 2025-05-30
Remote, USA
Full-time
Immediate Start
- Description:
- Own monthly forecasting, budgeting, and performance tracking for B2B revenue lines.
- Partner with Product, Marketing, and BD teams to evaluate growth initiatives and develop financial models.
- Lead month-end close analysis, provide variance commentary, and contribute to executive reporting.
- Serve as the finance liaison to third-party B2B partners.
- Develop and maintain detailed merger models to support transaction evaluation.
- Conduct in-depth company valuations using DCF, comparable company analysis, and other methodologies.
- Coordinate internal diligence efforts across functions and synthesize findings for decision-making.
- Create investment memos, board materials, and executive presentations to communicate deal rationale and risks.
- Track and refine the M&A pipeline; support the development of our M&A framework and post-close integration playbook.
- Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; CFA, CPA, or MBA a plus.
- 2–4 years of experience in FP&A, investment banking, corporate development, or private equity.
- Strong financial modeling and valuation skills; mastery of Excel required, experience with PowerPoint, Slack, and Google Slides.
- Exceptional analytical, problem-solving, and communication skills.
- Ability to manage multiple projects, prioritize tasks, and thrive in a fast-paced environment.
- Interest or experience in fintech, crypto, or digital assets is a plus.
- Benefits:
- Health: Most of our health insurance plans are covered 100% for you and covered 50% for your dependents.
- PTO: 30 days of paid time off per year on top of a flexible schedule where you can work wherever and whenever.
- Unlimited Bereavement: We will pay you your full salary for the first two weeks for the loss of any immediate family members.
- Parental Leave: 13 weeks of fully paid leave with and a month of flexible work for the primary caregiver.
- Tax Help: Getting paid in Bitcoin new to you? Don’t worry! We will reimburse you for speaking with a professional tax specialist in your state/country.
- Perks: Exodus offers a variety of seasonal perks, such as coverage for gym memberships and therapy.
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