Finance Associate
- Recruiter
- Cedar
- Location
- London (Greater)
- Posted
- 23 May 2018
- Closes
- 25 May 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
About the company
Our client is an ambitious and fast growing Private Equity backed Tech business, one of the fastest growing business in its sector in the UK.
This is a well-capitalised business backed by established institutional equity investors, credit facilities currently from mainstream UK and Overseas Banks.
The Finance Associate position is an integral role within a small operating business (currently c.45 staff in total) that will provide exposure to both key internal and external institutional stakeholders as well as a broad strategic perspective of the firm’s direction and plans within a dynamic and fast-maturing sector.
The outputs of the Finance Associate’s work will directly and indirectly help the business achieve the management team’s short, medium and long term goals and deliver long term shareholder value.
Finance Associate – Job Description
The Finance Associate role sits within the central Finance Team as instrumental support to the CFO.
Reporting to the CFO the primary functions of the Finance Associate’s role are;
1 a) Modelling and analysis specifically in the areas of new site underwriting and analysis (greenfield, brownfield, sale & leaseback and M&A) as well as BAU including analysis, modelling and stakeholder reporting.
2 b) Assistance as appropriate in raising accretive funding whether Debt or Equity as required for the company, to deliver business plan targets, including building and maintaining detailed cash flow models for the business to analyse shareholder returns, IRRs, scenario analysis, exit valuation and capital structure options
Areas of Responsibilities for each of the primary functions will include:
* Ongoing maintenance of the business plan and cash flow model, capturing all necessary inputs for historic information (cash flows, client agreements) and forecast assumptions (sales prices, velocity of sales, operating and capital costs), leverage and provision of clear output information to include scenarios analysis for both standalone deal and shareholder returns
* Assist in the business cash flow management helping to model and assess the optimal capital structure (i.e. debt / equity mix)
* Modelling and presenting the underwrite of new transactions and acquisitions, both standalone and integrated into the business to evaluate impact on returns and make recommendations as to course of action
* Detailed analysis of commercial impact of prospective client agreements and recommendations for course of action to follow, combining inputs from sales, marketing, operations, as well as finance
* Assistance with preparation of annual Budgets and monitoring and analysing the operational and financial performance of the business incorporating strategic decisions related to the ongoing operation of the portfolio (e g., major leases, cap ex decisions)
* Assistance with strategic growth plans – both organic and inorganic, to include all due diligence relating to new investments, including the preparation of business plans, co-ordination and review of external advisors DD reports, historical financial statements, contracts, and market research, as well as modelling and all presentation materials
* Market analysis and competitor companies – track and communicate market supply, and key estate plans for our major competitors through research and by building analyst relationships within the market.
* Preparation of regular reporting information on business performance and plans to investors and stakeholders to assist with management and monitoring of current assets (tenancy schedules, financial and sales performance)
General
* Develop and maintain professional internal and external relationships that meet company core values
* Proactively establish and maintain effective working team relationships with all functions and team members both in and outside the Finance team, within the business, and also key stakeholders / shareholders
* Helping to promote the business with external parties such as real estate firms, Investment Analysts in Banks etc.
Finance Associate - Job Requirements
* Advanced Excel Modelling and PowerPoint skills including detailed financial leverage modelling, underwriting and summary presentation of analysis
* Knowledge and experience of capital raising (equity and / or debt)
* Exposure to Technology Sector and / or Property sector a bonus
* Self-starter, inquisitive and commercial
* High quality presentational output / attention to detail
* Background in either real estate private equity environment, corporate finance, an investment bank or accountancy firm, or a mainstream strategic consultancy firm
Our client is an ambitious and fast growing Private Equity backed Tech business, one of the fastest growing business in its sector in the UK.
This is a well-capitalised business backed by established institutional equity investors, credit facilities currently from mainstream UK and Overseas Banks.
The Finance Associate position is an integral role within a small operating business (currently c.45 staff in total) that will provide exposure to both key internal and external institutional stakeholders as well as a broad strategic perspective of the firm’s direction and plans within a dynamic and fast-maturing sector.
The outputs of the Finance Associate’s work will directly and indirectly help the business achieve the management team’s short, medium and long term goals and deliver long term shareholder value.
Finance Associate – Job Description
The Finance Associate role sits within the central Finance Team as instrumental support to the CFO.
Reporting to the CFO the primary functions of the Finance Associate’s role are;
1 a) Modelling and analysis specifically in the areas of new site underwriting and analysis (greenfield, brownfield, sale & leaseback and M&A) as well as BAU including analysis, modelling and stakeholder reporting.
2 b) Assistance as appropriate in raising accretive funding whether Debt or Equity as required for the company, to deliver business plan targets, including building and maintaining detailed cash flow models for the business to analyse shareholder returns, IRRs, scenario analysis, exit valuation and capital structure options
Areas of Responsibilities for each of the primary functions will include:
* Ongoing maintenance of the business plan and cash flow model, capturing all necessary inputs for historic information (cash flows, client agreements) and forecast assumptions (sales prices, velocity of sales, operating and capital costs), leverage and provision of clear output information to include scenarios analysis for both standalone deal and shareholder returns
* Assist in the business cash flow management helping to model and assess the optimal capital structure (i.e. debt / equity mix)
* Modelling and presenting the underwrite of new transactions and acquisitions, both standalone and integrated into the business to evaluate impact on returns and make recommendations as to course of action
* Detailed analysis of commercial impact of prospective client agreements and recommendations for course of action to follow, combining inputs from sales, marketing, operations, as well as finance
* Assistance with preparation of annual Budgets and monitoring and analysing the operational and financial performance of the business incorporating strategic decisions related to the ongoing operation of the portfolio (e g., major leases, cap ex decisions)
* Assistance with strategic growth plans – both organic and inorganic, to include all due diligence relating to new investments, including the preparation of business plans, co-ordination and review of external advisors DD reports, historical financial statements, contracts, and market research, as well as modelling and all presentation materials
* Market analysis and competitor companies – track and communicate market supply, and key estate plans for our major competitors through research and by building analyst relationships within the market.
* Preparation of regular reporting information on business performance and plans to investors and stakeholders to assist with management and monitoring of current assets (tenancy schedules, financial and sales performance)
General
* Develop and maintain professional internal and external relationships that meet company core values
* Proactively establish and maintain effective working team relationships with all functions and team members both in and outside the Finance team, within the business, and also key stakeholders / shareholders
* Helping to promote the business with external parties such as real estate firms, Investment Analysts in Banks etc.
Finance Associate - Job Requirements
* Advanced Excel Modelling and PowerPoint skills including detailed financial leverage modelling, underwriting and summary presentation of analysis
* Knowledge and experience of capital raising (equity and / or debt)
* Exposure to Technology Sector and / or Property sector a bonus
* Self-starter, inquisitive and commercial
* High quality presentational output / attention to detail
* Background in either real estate private equity environment, corporate finance, an investment bank or accountancy firm, or a mainstream strategic consultancy firm