Capitalization Table Financial Specialist

fasken; Calgary; Hybrid; CAD 75,000 - 95,000; Full time

Job summary

A leading Canadian law firm is seeking a Capitalization Table Financial Specialist to provide financial advisory services and drive analytics in the emerging technology and venture capital sectors. The ideal candidate will build capitalization table models and liaise with equity management software platforms. This position offers a hybrid work arrangement and requires strong analytical and problem-solving skills along with relevant financial experience.

Qualifications

• 3–5 years of experience in finance, investment banking, or related field.
• Substantial experience with capitalization tables and financial models.
• Experience in a professional services environment is an asset.

Responsibilities

• Build out proforma capitalization tables and other models.
• Inform the team and clients on broader intelligence.
• Support internal business decisions with data-backed recommendations.

Skills

Analytical skills

Problem-solving mindset

Collaboration skills

Customer service-oriented

Education

Post-secondary education in accounting, finance, or related field

Chartered Financial Analyst (CFA) Level 1

Tools

Excel

Carta

ALF Corporate

MinuteBox

Job description

Overview

Who We Are

Fasken is a leading international business law and litigation firm. Our firm’s 950 lawyers are located across offices in Vancouver, Surrey, Calgary, Toronto, Ottawa, Montréal, Québec City, London, Johannesburg and an office in the professional and retail district known as Taza ( / Ta-Zah / ) on Tsuut’ina lands. Providing strategic and thoughtful advice in all areas of business law, our broad range of clients include close to half of the Fortune 100 companies, as well as corporate clients, government agencies, regulatory authorities, non-profit bodies and individuals. Our clients\' interests are paramount in all that we do and we take pride in supporting our communities. We are a place where bright, talented, and collegial people want to work together, and we work hard together to achieve our goals in a collaborative and efficient way.

A Day in the Life

We are seeking a dynamic and experienced Capitalization Table Financial Specialist to join our Emerging Technology & Venture Capital practice group. The ideal candidate will be instrumental in driving analytics and delivering high-quality insights in the emerging technology and venture capital sectors by providing financial advisory services, building capitalization table models, and liaising with equity management software platforms.

Fasken is a leading Canadian law firm for VC financings and tech M&A and acts for many of the best-in-class startup and scale up innovation-based companies in Canada.

This role offers a hybrid work arrangement.

Responsibilities

• Build out proforma capitalization tables (convertible notes, SAFEs, equity financing rounds, secondary sales, spin-offs, etc.), distribution waterfalls, escrow analysis, options vesting, and other models on various financing and M&A transactions.
• Inform the team and clients on broader intelligence regarding clients, their competitors, and the industry.
• Support internal business decisions with data-backed recommendations.
• Leverage data to produce market studies and business cases for new projects / programs.
• Coordinate the onboarding process for clients on various equity management platforms, including liaising between the Carta team and clients.

Qualifications

• Post-secondary education in accounting, finance, economics, or a related field.
• Chartered Financial Analyst (CFA) Level 1 preferred.
• 3–5 years of experience in finance, investment banking, or a related field.
• Strong analytical skills and problem-solving mindset.
• Substantial experience with capitalization tables and financial models.
• Familiarity with equity management software (e.g., Carta) and legal entity management tools (e.g., ALF Corporate, MinuteBox).
• Advanced Excel modelling and financial statement analysis skills.
• Customer service-oriented with excellent collaboration skills.
• Deadline-driven with the ability to manage multiple assignments in a fast-paced environment.
• Experience in a professional services environment is an asset.

Compensation

Thetypical salary range for this position is $75,000 - $95,000 annually; the base pay offered is based on location and may vary depending on job-related knowledge, skills, experience, internal and market equity.

Diversity and inclusion

At Fasken, we believe in a diverse workplace made up of people with unique experiences and qualities. It is important that all our members find our workplace welcoming and caring. An inclusive workplace creates a fair environment where people are respected and valued.

Accessibility and accommodation

It is important to our Firm that all its members, including those with disabilities, find our workplace to be welcoming and supportive. Reasonable accommodations are available on request for candidates with disabilities taking part in all aspects of the selection process.

Background and Reference Checks

Any offer of employment may be conditional upon references and full background checks including a criminal record check, a credit check, employment and educational verifications.

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