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Senior Financial Analyst

Sydecar

Sydecar

IT, Accounting & Finance
Houston, TX, USA
Posted on Thursday, January 25, 2024

About Us

Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed.

At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future.

Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships.

Join us at Sydecar, as we lead the charge in revolutionizing private investing.

About the opportunity

As a Senior Financial Analyst, you'll play a key role in providing strategic analysis and insights to drive major business decisions and improve Sydecar's financial performance. You will analyze complex financial data and metrics to identify critical trends, insights, and opportunities for growth and cost efficiency.

What you'll be doing

  • Conduct in-depth financial analysis and modeling to support strategic planning, decision-making, and continuous improvement initiatives.

  • Develop, maintain, and refine financial models, projections, forecasts, and scenarios to evaluate potential business decisions and their financial impact.

  • Prepare comprehensive financial reports for management, investors, and other stakeholders, highlighting trends, risks, and opportunities.

  • Analyze financial statements, budgets, accounting records, and other financial data to identify key metrics, performance indicators, and areas for improvement.

  • Provide actionable recommendations and insights to executive leadership, department heads, and key stakeholders.

  • Collaborate with cross-functional teams to ensure financial data accuracy and to evaluate new programs, investments, and strategies.

  • Manage financial risk by identifying, assessing, and mitigating potential threats to financial health.

  • Stay abreast of financial reporting standards, regulations, industry best practices, emerging trends, and innovations.

  • Monitor financial performance against goals and provide reports on variances, optimization recommendations, and proposals for corrective action.

  • Prepare and present clear, compelling financial reports and visualizations to both technical and non-technical stakeholders.

What we're looking for

  • Bachelor's degree in finance, accounting, or a related field from an accredited university.

  • 6-10 years of financial analyst experience, preferably in a senior role, with a track record of improving financial performance.

  • Expertise in financial modeling, data analysis, and effective report and presentation creation.

  • Knowledgeable in accounting principles, financial management, capital markets, and business strategy.

  • Proven ability to make impactful financial recommendations and drive strategic changes.

  • Strong communication, problem-solving, and decision-making skills, with a talent for influencing stakeholders.

  • Advanced proficiency in tools like Excel, PowerPoint, SQL, Tableau, and ERP systems.

  • Optional certifications in finance, accounting, or data analysis demonstrate a commitment to continuous learning and excellence.

  • Preferred experience in tech, but not required.

Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.