Senior Analyst, Corporate Financial Planning & Analysis

BKM Capital Partners is a growing firm looking for driven entrepreneurial professionals who are passionate about their work and excited for a new challenge.

Located in our Newport Beach, California office, the Senior Analyst, Corporate FP&A, will play an integral role in the company.

Reporting directly to the Senior Director, Finance & Accounting, this position will assist with financial analysis and modeling to help make strategic decisions by leveraging data analytics.

This role is 100% in-office due to the collaborative nature.

Essential Functions :

Financial Planning &Analysis

• Prepare, maintain, and forecast corporate cash flows
• Assist with departmental budget projections, including budget-to-actual analysis
• Lead corporate profitability analysis, including scenario modeling to aid in strategic decision making
• Calculate returns, performance metrics and revenue yields
• Leverage data analytics software (Alteryx) to streamline financial analysis
• Collaborate with various departments, including Fund Finance, Treasury and Accounting to produce detailed financial planning packages
• Prepare cash forecasting, including liquidity analysis
• Complete ad hoc analysis for our Executive team relating to acquisitions, dispositions, and new ventures

Reporting :

• Create and present performance reporting, including bottom-line analysis
• Prepare various financial reports incorporating capital activity (capital calls and distributions)
• Produce joint venture financial reports based on new and existing term sheets
• Construct detailed corporate fair valuation reports
• Prepare and present corporate performance dashboards

The Qualifiers :

• Bachelor's degree in finance, accounting, business administration, or related degree is required. Master's degree is a plus.
• Advanced financial planning and analysis, including financial modeling required.
• Advanced Excel capabilities are required. Data analytics software or excel macro experience is a plus.
• Strong organizational skills with a keen attention to detail.
• Self-motivated independent thinker with a results-driven work ethic, entrepreneurial spirit, and a strong team player.
• Ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Excellent written, verbal, and nonverbal communication skills.
• Demonstrates the highest ethical standards

The Perks :

• Competitive Pay
• Medical, Dental, Vision and Life Insurance
• Paid Time Off
• 401k Plan
• Professional Development Resources Fun Work Culture (e.g., Indoor basketball, pickleball, ping pong, creative office environment, and fun company social events)
30+ days ago