Director, Financial Analysis & Modeling

henon; Toronto; Remote; CAD 100,000 - 135,000; Full time

Job summary

A tech-enabled financial services company in Toronto is seeking an experienced professional with 5 to 10 years experience. The role involves client interactions, leading onboarding, and developing solutions. Candidates must hold a CFA and have previous experience in Consulting or Corporate Finance. This position offers competitive compensation ranging from 100K to 135K, with stock options and a remote-first work environment.

Benefits

Competitive compensation package

Stock options

Remote-first work environment

Annual offsites in various cities

Qualifications

• 5 to 10 years of experience in client interactions including solution design and advisory.
• Strong understanding of algorithms and relational data.

Responsibilities

• Link between customer stakeholders and product team.
• Lead onboarding process for accounts.
• Document and prioritize business requirements.
• Develop solution design documentation.

Skills

CFA required

Consulting, M&A or Corporate Finance experience

Understanding of financial models

Time management skills

Outstanding communication skills

Job description

About Henon

We are building a relationship first, tech enabled financial services company founded to help 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 business and oversee relationships with new and existing clients through our high touch relationship practices.

What you will do

Be the link between the 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, such as by transmitting customer feedback, suggesting efficiency improvements

Qualifications

• CFA Required (CAIA, CBV, FRM and similar investment designations will be considered, CPA is not applicable for this role)
• Previous working 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

Compensation

Range 100K to 135K Base salary + Options grant in addition to the base salary to 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

Offsites each year quarter hosted in various cities we operate in (Toronto, Montreal, Chicago, New York)

High performing peers who want you to succeed

How we work

Teamwork makes the dreamwork: We can only win as a team. We are all founders and do the right thing for our peers, Henon’s customers & partners

Humble, yet confident: We are generous with our feedback, open to change our views and we approach it with empathy knowing everyone is trying to do the best for Henon.ai

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 and these learnings get us one step closer to our mission

Prioritize - Perfection is the enemy of progress: Use time to its maximum and focus on the tasks and deliverables that really move the needle.

We’re building a fair and inclusive work environment that is representative of the diverse industry we have the pleasure of serving. We encourage candidates from all backgrounds to apply.

Follow us on linkedin at #henon