Analyst / Associate, Corporate Development, Strategic Finance

Jobtailor; Dallas (TX); On-site; USD 100,000 - 170,000; Full time

Job summary

Jobtailor seeks a finance professional to own the corporate operating model and drive planning, forecasting, and reporting. The role coordinates with department heads to translate inputs into a defendable financial plan and manages cash flow and long-range projections.

You will support M&A activity and provide rigorous analyses for boards and lenders, leveraging AI tooling to speed insights. The ideal candidate has IB experience, strong three-statement modeling skills, and the ability to manage

Qualifications

• IB experience is required; non-IB candidates will not be considered.
• 2+ years in IB analyst/associate programs or equivalent
• Bachelor's degree in a quantitative field as listed
• Ability to build and own a clean three-statement model from scratch
• Advanced Excel skills for large datasets and auditable models
• Ability to test assumptions and flag issues with implications
• Clear written/verbal communication for senior audiences
• Ability to manage multiple workstreams under tight timelines
• Comfort with ambiguity and proactive progress
• Experience in telecommunications or infrastructure coverage is relevant

Responsibilities

• Own the corporate operating model including scenario planning and analysis
• Lead annual operating plan and quarterly reforecasts
• Collaborate with department heads to translate inputs into a defensible plan
• Produce monthly variance analysis and narrative for leadership and boards
• Own cash flow forecasting including 13-week and long-range views
• Support M&A and corporate development activities and due diligence
• Prepare analyses for boards, sponsors, lenders, including debt topics
• Partner with functions on budgets, business cases and returns
• Apply AI tooling to accelerate analysis, modeling, and reporting
• Define how the finance team uses AI tooling

Skills

Investment Banking Experience

Financial Modeling

Variance Analysis

Advanced Excel

Education

Bachelor’s degree in finance/economics/engineering

Tools

Claude

Excel

Job description

• Own the corporate operating model, including the scenario layer supporting planning, financing, and transaction analysis
• Lead the analytical build of the annual operating plan and quarterly reforecasts
• Work with department heads to translate operating inputs into a defensible financial plan
• Produce monthly variance analysis and supporting narratives for management, Board, and sponsor reporting
• Own cash flow forecasting, including the 13-week forecast and long-range view tied to the operating model
• Support M&A and corporate development, including target modeling, diligence, synergy analysis, and post-close integration tracking
• Prepare analysis and exhibits for Board, sponsor, and lender deliverables, including debt maturity, refinancing analysis, and recurring securitization reporting
• Partner with construction, sales, operations, and marketing on budgets, business cases, and return analysis
• Apply modern AI tooling, including Claude, to accelerate analysis, modeling, and reporting
• Help define how the finance team uses AI tooling

Requirements

• Prior investment banking experience is required; candidates without investment banking experience will not be considered
• 2+ years of experience, the majority of which must be in an investment banking analyst or associate program
• Bachelor’s degree in finance, accounting, economics, engineering, or a related quantitative field
• Ability to build and own a clean, well-structured three-statement model from a blank page
• Advanced Excel command of large data sets and model architecture that others can follow and audit
• Ability to identify what drives an outcome, pressure-test assumptions, and flag issues
• Clear written and verbal communication, including turning analysis into a concise recommendation for a senior audience
• Ability to carry multiple workstreams at pace without loss of accuracy
• Comfort operating with ambiguity and incomplete information, and initiative to move work forward without waiting to be directed
• Coverage or product experience in telecommunications or infrastructure is directly relevant

Core Competencies

Demonstrates expertise in financial modeling, variance analysis, and cash flow forecasting, with a strong command of advanced Excel for large data sets. Proven ability to communicate complex analyses clearly to senior stakeholders and manage multiple workstreams effectively.

Highest-signal resume keywords

• Investment Banking Experience
• Financial Modeling
• Variance Analysis
• Advanced Excel Skills
• AI Tooling Application

Hard Skills

• Financial Modeling
• Variance Analysis
• Cash Flow Forecasting
• Three-Statement Model Construction
• Data Analysis
• Scenario Planning
• M&A Support
• Debt Refinancing Analysis
• Budgeting
• Return Analysis

Soft Skills

• Clear Communication
• Initiative
• Ability to Work Under Ambiguity
• Attention to Detail
• Time Management

Industry Keywords

• Investment Banking
• Telecommunications
• Infrastructure
• Corporate Development
• Financial Planning

Tools & Technologies

• AI Tooling
• Claude
• Excel