Finance Associate

Jobot; Austin (TX); Presencial; USD 100.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

Bonus structure

Paid time off

Office in Austin

Career growth

Descripción de la vacante

Jobot is growing and seeking a Finance Associate to join our team in Austin, TX. You will support budgeting, forecasting, financial modeling, and variance analysis across business units, partnering with accounting and leadership.

This role covers transaction and deal support, reporting, and cross-functional collaboration, with opportunities to automate processes using AI tools. A bachelor's in finance or related field and 2–4 years FP&A experience are required.

Formación

• 2–4 years of FP&A, investment banking, credit analysis, corporate development, or related field
• Bachelor's degree in Finance, Accounting, Economics, or related field
• Advanced Excel and financial modeling skills, with comfort in heavy quantitative analysis
• Exposure to transaction work such as M&A, financing, or credit underwriting
• Demonstrated use of AI tools to automate workflows or support analysis
• Experience with NetSuite or a comparable ERP/financial reporting system preferred
• High attention to detail with strong analytical and problem-solving skills
• Ability to manage multiple deadlines and reporting cycles in a fast-paced environment
• Clear communicator, comfortable presenting analysis to non-finance stakeholders
• Interest in data center or mission-critical infrastructure industries a plus

Responsabilidades

• Support the annual budgeting process and periodic forecasting cycles across business units
• Build and maintain financial models to support planning, scenario analysis, and ad hoc requests
• Analyze monthly financial results and prepare variance analysis against budget and forecast
• Partner with accounting to ensure financial data is accurate, timely, and properly classified
• Build transaction models, including valuation, returns, and debt capacity analysis, to support M&A, financing, and strategic initiatives
• Support due diligence by analyzing target financials, quality of earnings, and key operating metrics
• Monitor credit agreements, covenant compliance, and liquidity to inform financing decisions
• Prepare transaction materials and summaries for leadership, lenders, and investors
• Prepare monthly and quarterly investor reporting packages
• Maintain and enhance reporting in NetSuite, ensuring outputs are accurate and consistently formatted
• Support the preparation of materials for Leadership Team (LT) and executive reviews
• Translate financial data into clear, concise summaries that drive decisions
• Partner with subsidiary and department leaders to gather inputs and validate assumptions
• Respond to ad hoc financial requests from leadership with accuracy and urgency
• Build strong working relationships across accounting, operations, and business unit teams
• Document processes and assumptions to ensure consistency across reporting cycles
• Identify opportunities to streamline recurring reporting and planning processes
• Use AI and automation tools to streamline recurring workflows, accelerate analysis, and improve accuracy
• Contribute to the development of templates, models, and standard operating procedures

Conocimientos

Advanced Excel

Financial modeling

Analytical skills

Communication

Educación

Bachelor's degree in Finance, Accounting, Economics

Herramientas

NetSuite

Descripción del empleo

Finance Associate

$100000 - $110000 per year | Austin, TX | On-site | Permanent

Growing Mission Critical Construction company seeking experienced Finance Associate to join their team!

A bit about us:

Growing Mission Critical Construction company seeking experienced Finance Associate to join their team!

Why join us?

• Excellent medical, dental and vision insurance covered for the employee
• Competitive base salary and bonus structure
• Paid time off and holidays
• Local office in Austin, TX
• Career growth opportunities within a rapidly growing company and booming industry

Job Details

Job Description:

Financial and Planning & Analysis

• Support the annual budgeting process and periodic forecasting cycles across business units
• Build and maintain financial models to support planning, scenario analysis, and ad hoc requests
• Analyze monthly financial results and prepare variance analysis against budget and forecast
• Partner with accounting to ensure financial data is accurate, timely, and properly classified

Transaction & Deal Support

• Build transaction models, including valuation, returns, and debt capacity analysis, to support M&A, financing, and strategic initiatives
• Support due diligence by analyzing target financials, quality of earnings, and key operating metrics
• Monitor credit agreements, covenant compliance, and liquidity to inform financing decisions
• Prepare transaction materials and summaries for leadership, lenders, and investors

Reporting & Visibility

• Prepare monthly and quarterly investor reporting packages
• Maintain and enhance reporting in NetSuite, ensuring outputs are accurate and consistently formatted
• Support the preparation of materials for Leadership Team (LT) and executive reviews
• Translate financial data into clear, concise summaries that drive decisions

Cross-Functional Collaboration

• Partner with subsidiary and department leaders to gather inputs and validate assumptions
• Respond to ad hoc financial requests from leadership with accuracy and urgency
• Build strong working relationships across accounting, operations, and business unit teams
• Document processes and assumptions to ensure consistency across reporting cycles

Process Improvement & Automation

• Identify opportunities to streamline recurring reporting and planning processes
• Use AI and automation tools to streamline recurring workflows, accelerate analysis, and improve accuracy
• Contribute to the development of templates, models, and standard operating procedures

Requirements:

• 2–4 years of experience in FP&A, investment banking, credit analysis, corporate development, or a related field
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Advanced Excel and financial modeling skills, with comfort in heavy quantitative analysis
• Exposure to transaction work such as M&A, financing, or credit underwriting
• Demonstrated use of AI tools to automate workflows or support analysis
• Experience with NetSuite or a comparable ERP/financial reporting system preferred
• High attention to detail with strong analytical and problem-solving skills
• Ability to manage multiple deadlines and reporting cycles in a fast-paced environment
• Clear communicator, comfortable presenting analysis to non-finance stakeholders
• Interest in data center or mission-critical infrastructure industries a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.