Finance Associate

Summary

Join Power Digital, a tech-enabled growth firm, as a Finance Associate supporting the VP of Finance & Strategy and Finance Manager. You will be the main analytical resource, conducting monthly churn/retention analysis and contributing to annual budgeting and departmental deep dives. Responsibilities include developing a deep understanding of Power's financial model, creating presentations, identifying process improvements, and utilizing AI technologies. The role requires 2+ years of experience in investment banking or transaction services, strong analytical skills, a relevant bachelor's degree, and proficiency in Excel. Power Digital offers a fully flexible work environment (remote, in-office, or hybrid), robust benefits including health insurance, 401(k) matching, unlimited PTO, and various professional development opportunities.

Requirements

• 2+ years experience in an Investment Banking or Transaction Services / Advisory role
• Excellent analytical / problem solving skills, with strong attention to detail
• BA / BS in Finance, Accounting, Business Administration, or other relevant degrees
• Ability to work with unstructured data to derive insights on business performance
• Self-starter who is able to take on and completely own new projects
• Strong communication skills, EQ and ability to work in collaboration with the Executive Team, VP leadership team and staff members of varying experience levels
• Demonstrated success working in a fast-paced, accountability-driven environment
• Proficiency with Microsoft Excel

Responsibilities

• Develop a full understanding of Power’s financial model, including the ability to articulate the 5-pillars that drive Company performance, the projection methodology and process for making daily updates to each
• Each year, alongside VP of Finance & Strategy and Finance Manager, develop Power’s annual budget
• Work with key stakeholders throughout the organization to determine appropriate inputs and assumptions
• Present updates to Executive Team on budget progression
• Develop slides to present iterations of annual budget to Executive and Senior Leadership teams
• Complete deep dive analysis of various departments within of Power to determine whether said department is operating as efficiently and cost effectively as possible
• Initially, these types of projects will be assigned to the Candidate, with the goal of this becoming proactive on part of the Candidate in the future
• Creation of slides to explain various analyses, projects, etc. to audiences outside of the Finance and Accounting Teams
• Identify outdated, inefficient and / or broken processes within our organization and work with key stakeholders to develop an action plan and solution
• Employ AI technologies to enhance and optimize business processes
• Utilize and leverage Power Digital's Nova ecosystem as it relates to your department

Preferred Qualifications

Ideal candidate is based in Southern California, though all geographies within the U.S. will be considered

Benefits

• Base salary + commission opportunities
• Robust Medical, Dental, Vision insurance plans with up to 100% employer contribution towards employee monthly premium
• 401(k) plan - 4% employer contribution matching
• Unlimited Time Off available on day one
• Fully flex work environment: full-remote, in-office, or hybrid
• Employee Assistance Program (EAP)
• 12 observed United States national holidays + 2 mental health recharge days per year
• Unlimited opportunities for growth & leadership within a rapidly growing firm
• Ongoing employee development programs for personal and professional growth (Hedgehog and Vital 5s)
• Quarterly awards including prize money and recognition for outstanding performance
• Opportunities to be involved in company DEI initiatives