Associate Director/Director, Expert Services - Financial Analysis & Structuring

Henon Financial Technologies Inc.; Toronto; Remote; CAD 100,000 - 125,000; Full time

Job summary

Henon Financial Technologies Inc. seeks an Expert Services Director to act as a liaison between clients and the product team, overseeing solution design and enhancing client interactions. The role requires strong financial acumen, excellent communication skills, and a CFA designation, offering competitive salary and stock options in a remote-first work environment.

Benefits

Competitive compensation package

Stock options

Remote-first work environment

Annual offsites in various cities

High-performing peers

Qualifications

• 5 to 10 years experience in Finance or Consulting.
• Strong understanding of financial models and relational data.
• Disciplined approach to time management and deadlines.

Responsibilities

• Lead onboarding and serve as a link between stakeholders and the product team.
• Document and prioritize business requirements.
• Help customers derive value and improve product processes.

Skills

Communication

Presentation

Financial modeling

Problem-solving

Time management

Education

CFA (CAIA, CBV, FRM considered)

Job description

About Henon

We are building a relationship-first, tech-enabled financial services company founded to make private market data more agile, efficient, and clever.

Job Description

The successful candidate will possess 5 to 10 years of experience and will be involved in all stages of client interactions, including solution design, model building, and client advisory. You will help the business development team close deals and oversee relationships with new and existing clients through our high-touch relationship practices.

What you will do

• Be the link between customer stakeholders and the product team
• Lead the onboarding process for designated accounts
• Lead solution presentations/demos
• Document and prioritize business requirements
• Decompose financial models to replicate and automate workflows using our platform
• Develop solution design and architecture documentation
• Help customers derive value by being a product expert and problem solver
• Contribute to improving our processes and product by transmitting customer feedback and suggesting efficiency improvements

Expert Services Director Qualifications

• CFA required (CAIA, CBV, FRM, and similar investment designations will be considered; CPA is not applicable for this role)
• Previous experience in Consulting, M&A, or Corporate Finance required
• Strong understanding of financial models, experience working with algorithms and relational data
• Disciplined approach to time management and deadlines
• Outstanding communication and presentation skills

Salary: $100,000 - $125,000 per year, plus options grant in addition to the base salary, commensurate with experience.

What we offer

• Competitive compensation package
• Stock options to ensure you have a stake in Henon’s growth
• Remote-first work environment
• Annual offsites hosted in various cities such as Toronto, Montreal, Chicago, and New York
• High-performing peers who want you to succeed

How we work

• Teamwork makes the dream work: We can only win as a team. We are all founders and do the right thing for our peers, Henon’s customers, and partners
• Humble, yet confident: We are generous with feedback, open to changing our views, and approach it with empathy, knowing everyone is trying to do their best for Henon.io
• Improve 1% each day: We aim to become the best at what we do by delivering with rigor and ambition every day
• Turn zeros into ones: We are biased towards action. Every action leads to learning, bringing us closer to our mission
• Prioritize: Perfection is the enemy of progress. Use time efficiently and focus on tasks that truly move the needle

We are committed to building a fair and inclusive work environment that reflects the diverse industry we serve. Candidates from all backgrounds are encouraged to apply.

Follow us on LinkedIn at #henon