Senior Investment Analyst

Summary

Join Exodus as a Senior Investment Analyst and contribute to strategic financial planning and M&A activities within our B2B revenue streams. You will own monthly forecasting, budgeting, and performance tracking, partner with various teams to evaluate growth initiatives, and lead month-end close analysis. In the corporate development and M&A sphere, you will develop and maintain merger models, conduct company valuations, coordinate internal diligence efforts, and create investment memos and presentations. This hybrid role requires strong financial modeling and valuation skills, experience in FP&A or investment banking, and exceptional communication abilities. The ideal candidate will bring investment banking-level rigor to a high-growth, crypto-native environment. Exodus offers a competitive benefits package including flexible work arrangements, paid time off, and various perks.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CFA, CPA, or MBA a plus
• 2–4 years of experience in FP&A, investment banking, corporate development, or private equity
• Strong financial modeling and valuation skills; mastery of Excel required, experience with PowerPoint, Slack, and Google Slides for executive-level storytelling
• Exceptional analytical, problem-solving, and communication skills
• Ability to manage multiple projects, prioritize tasks, and thrive in a fast-paced environment

Responsibilities

• Own monthly forecasting, budgeting, and performance tracking for B2B revenue lines, including our exchange aggregator, Swap flows, DeFi partners, and other ecosystem partnerships
• Partner with Product, Marketing, and BD teams to evaluate growth initiatives, validate TAM, and develop financial models to assess business impact
• Lead month-end close analysis, provide variance commentary, and contribute to executive reporting
• Serve as the finance liaison to third-party B2B partners, ensuring accurate data exchange and alignment on financial expectations
• Develop and maintain detailed merger models (accretion/dilution, pro forma financials, working capital flows & targets, Funds Flow, synergies, etc.) to support transaction evaluation
• Conduct in-depth company valuations using DCF, comparable company analysis, precedent transactions, and other investment banking methodologies
• Coordinate internal diligence efforts across functions (Finance, Legal, Product, Engineering) and synthesize findings for decision-making
• Create investment memos, board materials, and executive presentations to communicate deal rationale, risks, and financial impact
• Track and refine the M&A pipeline; support the development of our M&A framework and post-close integration playbook

Preferred Qualifications

• Interest or experience in fintech, crypto, or digital assets
• Advanced certifications in finance or accounting (e.g., CFA, CPA)
• Demonstrated ability to work in a fast-paced, growth-oriented environment

Benefits

• Freedom to work wherever you want, whenever you want
• Collaborative and feedback-driven culture
• Opportunity to grow
• Fair pay, no matter where you live, along with a competitive benefits package
• 100% pay in Bitcoin with a buffer to account for price changes and exchange fees
• All the tools you need to do the job
• Most of our health insurance plans are covered 100% for you and covered 50% for your dependents. We’ll also cover dental insurance. If you are outside of the United States, we will reimburse you up to $500 per month for any medical and dental insurance for you and your dependents
• 30 days of paid time off per year on top of a flexible schedule where you can work wherever and whenever . If you’re part-time with us, you’ll still receive 15 days of paid time off
• We will pay you your full salary for the first two weeks for the loss of any immediate family members, but we allow you to take all the time you need to grieve outside of that
• 13 weeks of fully paid leave with and a month of flexible work for the primary caregiver. 4 weeks of paid leave if you are the child's secondary caregiver
• Getting paid in Bitcoin new to you? Don’t worry! We will reimburse you for speaking with a professional tax specialist in your state/country to make sure everything is taken care of
• Exodus offers a variety of seasonal perks, such as coverage for gym memberships and therapy. We also offer quarterly Wellness Days! We want to make sure all of our employees know they are our priority and give back for their hard work often