Director, Financial Analysis

SUMMARY

We are seeking a Director, Financial Analysis who will lead diligence efforts for platform and add-on investments, as well as support our portfolio companies in their exit preparations.

This role requires a strong analytical mindset, attention to detail, and the ability to collaborate effectively with a cross-functional team.

This is an in-office position located at our headquarters in Solana Beach, CA

POSITION / REQUIREMENTS

• Develop financial models to analyze cash flows, investment returns, and enterprise values for new acquisition opportunities and existing portfolio companies.
• Analyze complex data sets to identify crucial financial and business information.
• Apply mathematical or statistical techniques to address practical issues in finance, such as financial market valuation.
• Develop exit-thesis and process documentation.
• Lead industry and landscape research to identify potential financial or strategic acquirers of Tide Rock Holdings’ portfolio companies;

develop an effective process for the identification, qualifying, and tracking of the prospects.

• Work with senior leadership to coordinate external partners (e.g., legal, accounting, investment banking) during the sales / exit process.
• Research industry dynamics within light manufacturing, value-added distribution, and professional services.
• Conduct comprehensive due diligence on industry players in terms of technology, business, management, financial and legal matters.
• Develop detailed industry materials including market size, growth prospects, demand drivers, key competitors, etc.
• Prepare reports illustrating data graphically and translating complex processes and trends into written text.
• Prepare memos and other approval materials for Tide Rock’s Investors.
• Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies.
• Support the 60-to-90-day post-transaction integration of new acquisitions.
• Work with our portfolio companies to develop theses and measure key performance indicators for a successful exit.
• Compile financial reports and valuation estimates of current portfolio companies for current and potential investors.

EDUCATION

• Bachelor’s Degree required
• MBA or other relevant Master’s Degree strongly preferred
• 5+ years of professional experience, 3+ of which has been supporting buy-side transactions

MANAGEMENT STYLE + BEHAVIORIAL TRAITS

Leading by Example : Demonstrating and fostering, by example, a sense of urgency, strong commitment / accountability, and sound decision making to achieve goals.

Consistent and disciplined in following process, while pragmatic with a high propensity for action.

• Vision and Purpose : Embracing and communicating Tide Rock’s vision and its goals while reflecting a dedication to success which inspires and motivates.
• Motivational and Inspirational : Energetic with a get-it done attitude while keeping the team enthusiastic about the business and the goals set ahead.

Encouraging and inspiring colleagues to stretch beyond what they thought they could accomplish.

• Leadership and Conflict Resolution : Empathetic and humble leader with a high EQ. Ability to work through controversy while looking through the lens of consensus, turning conflicts into opportunities for improvement, and striving for win / win resolutions.
• Ethics and Values : Adhere to a code of conduct with a moral compass focused on the highest level of integrity and ethics.
• Problem Solving and Pace : Proactive both in problem solving and in recognizing and acting on opportunities. Comfortable in high pace, dynamic environments.
5 hours ago