Job Description
Join our dynamic finance team as a Part-Time Financial Analyst and drive impactful financial decision-making in Madison's thriving business ecosystem. This flexible opportunity (20-25 hrs/week) offers remote work options with occasional in-person collaboration at our state-of-the-art downtown office. Ideal for professionals seeking work-life balance while leveraging financial expertise to shape strategic initiatives.
We're seeking a detail-oriented analyst to support our portfolio of regional healthcare and tech startups. You'll work directly with C-suite executives to transform complex financial data into actionable insights, contributing directly to our clients' growth trajectories. This role offers exceptional mentorship from senior finance leaders and exposure to cutting-edge financial modeling techniques.
Responsibilities
- Analyze financial statements, budgets, and cash flow projections to identify trends and opportunities
- Develop comprehensive financial models and valuation analyses for investment opportunities
- Prepare executive dashboards and KPI reports highlighting financial performance metrics
- Collaborate with cross-functional teams to support budgeting and forecasting processes
- Conduct market research and competitive analysis to inform strategic financial recommendations
- Maintain financial databases and ensure compliance with SEC regulations
- Present complex financial insights to non-financial stakeholders through clear visualizations
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 3+ years of financial analysis experience in healthcare or tech sectors
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Experience with financial modeling software (e.g., Bloomberg, FactSet)
- CFA or CPA designation strongly preferred
- Exceptional analytical thinking and problem-solving abilities
- Strong written and verbal communication skills
- Ability to manage multiple projects with competing deadlines