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 Financial Analyst, Corporate FP&A, will play an integral role in driving strategic decision-making through the creation and maintenance of complex financial models. Reporting directly to the Senior Director, Finance & Accounting, this position requires advanced financial modeling skills and the ability to leverage data analytics to support business insights. This role is 100% in-office due to the collaborative nature.
Essential Functions: Financial Modeling & FP&A - Develop and maintain detailed financial models for forecasting, budgeting, and strategic planning, including corporate cash flows and profitability analysis.
- Conduct scenario modeling and sensitivity analysis to aid in strategic decision-making across various business initiatives.
- Perform valuation modeling for corporate ventures, acquisitions, and dispositions.
- Calculate performance metrics, revenue yields, and returns to evaluate company and project financial health.
- Utilize data analytics software (Alteryx) and advanced Excel functions to streamline financial modeling processes and drive efficiency in analysis.
- Collaborate with Fund Finance, Treasury, and Accounting departments to integrate financial models into corporate planning packages.
- Lead the preparation of cash forecasting models, including liquidity and cash flow analysis to support financial stability.
- Conduct ad hoc financial models for executive-level decision-making on new ventures and capital investments.
Reporting & Analysis: - Build and present performance reports incorporating results from financial models, including bottom-line analysis and capital activity reporting (capital calls, distributions).
- Develop joint venture models and reporting structures based on existing and new term sheets.
- Prepare and deliver corporate fair valuation models and reports, providing insights into company valuation for internal and external stakeholders.
- Create and present corporate performance dashboards, leveraging data derived from financial models to communicate key business metrics.
The Qualifiers: - Bachelor's degree in Finance, Accounting, Business Administration, or related field (Master's degree is a plus).
- 5+ years of experience in financial planning & analysis, with a strong focus on building and maintaining financial models.
- Advanced Excel capabilities (including complex formulas, macros, and pivot tables) are required; experience with data analytics software (Alteryx) is a plus.
- Proven experience in scenario modeling, valuation techniques, and cash flow analysis.
- Strong organizational skills, with attention to detail and the ability to prioritize in a fast-paced environment.
- Self-motivated independent thinker with a results-driven approach and excellent problem-solving skills.
- Strong written and verbal communication skills, with an ability to present complex financial insights clearly.
- High ethical standards and a commitment to delivering accurate, insightful analysis.
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)