Senior Financial Analyst/Associate

WhiteCap Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

WhiteCap Search is seeking a Senior Associate, Strategic Finance & Capital Markets to support senior leadership across financial modeling, corporate finance, capital raising, strategic transactions, and investor-related initiatives. The company develops assets in aerospace, defense, satellite communications, and emerging technologies, offering growth opportunities in a fast-paced environment.

The ideal candidate brings 3–7 years in IB, capital markets, PE, or corporate development and strong

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field.
• 3-7 years of relevant professional experience in Investment Banking, Capital Markets, Private Equity, Corporate Development, Strategic Finance or related areas.
• Strong financial modeling and valuation skills.
• Advanced Excel and PowerPoint proficiency.
• Experience building financial models and analyses from the ground up.
• Strong understanding of GAAP and financial statements.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

Responsibilities

• Build and maintain sophisticated three-statement financial models.
• Develop operating models, long-range financial plans, and multi-year forecasts.
• Perform valuation analyses (DCF, comps, precedent transactions).
• Develop scenario and sensitivity analyses around financing and strategic decisions.
• Analyze financial implications of strategic initiatives, asset deployments, partnerships, and growth initiatives.
• Build finance models and analyses from scratch with limited direction.
• Provide support across debt/equity capital raising and strategic transactions.
• Prepare investor and executive materials.

Skills

Financial modeling

Valuation

Excel

PowerPoint

GAAP

Communication

Independent work

Multitasking

Education

Bachelor's degree in Finance or related field

Tools

Excel

PowerPoint

Job description

A rapidly growing technology company operating at the intersection of commercial space, national security, telecommunications, and capital markets is seeking a highly motivated Senior Associate, Strategic Finance & Capital Markets to support senior leadership across financial modeling, corporate finance, capital raising, strategic transactions, and investor-related initiatives.

The company is developing and monetizing strategic assets within the satellite, communications, and emerging space sectors and is entering an exciting period of growth and expansion.

This is an opportunity for an investment banking, private equity, corporate development, or strategic finance professional to take on significant responsibility within an entrepreneurial, rapidly evolving environment. The ideal candidate will combine strong technical financial skills with the ability to understand the broader business context and translate complex financial information into clear, actionable materials for executives, investors, and external stakeholders.

Build and maintain sophisticated three-statement financial models.

Develop operating models, long-range financial plans, and multi-year forecasts.

Perform valuation analyses, including DCF, comparable companies, precedent transactions, and other relevant methodologies.

Develop scenario and sensitivity analyses around financing, operational, and strategic decisions.

Analyze the financial implications of strategic initiatives, asset deployment programs, partnerships, government opportunities, acquisitions, and other growth initiatives.

Build financial models and analyses from scratch with limited direction.

A rapidly growing technology company operating at the intersection of commercial space, national security, telecommunications, and capital markets is seeking a highly motivated Senior Associate, Strategic Finance & Capital Markets to support senior leadership across financial modeling, corporate finance, capital raising, strategic transactions, and investor-related initiatives.

The company is developing and monetizing strategic assets within the satellite, communications, and emerging space sectors and is entering an exciting period of growth and expansion.

This is an opportunity for an investment banking, private equity, corporate development, or strategic finance professional to take on significant responsibility within an entrepreneurial, rapidly evolving environment. The ideal candidate will combine strong technical financial skills with the ability to understand the broader business context and translate complex financial information into clear, actionable materials for executives, investors, and external stakeholders.

Key Responsibilities

Financial Modeling & Analysis

• Build and maintain sophisticated three-statement financial models.

• Develop operating models, long-range financial plans, and multi-year forecasts.

• Perform valuation analyses, including DCF, comparable companies, precedent transactions, and other relevant methodologies.

• Develop scenario and sensitivity analyses around financing, operational, and strategic decisions.

• Analyze the financial implications of strategic initiatives, asset deployment programs, partnerships, government opportunities, acquisitions, and other growth initiatives.

• Build financial models and analyses from scratch with limited direction.

Capital Markets & Strategic Transactions

• Support debt and equity capital raising initiatives.

• Evaluate and analyze various financing alternatives and capital structures.

• Support potential IPO, SPAC, PIPE, private placement, convertible security, and strategic investment transactions.

• Develop transaction models and pro forma financial statements.

• Prepare financial schedules, diligence materials, data rooms, and supporting analyses.

• Coordinate with investment banks, attorneys, auditors, consultants, and other external advisors.

Investor & Executive Materials

• Develop investor presentations, management presentations, and board materials.

• Build PowerPoint presentations that clearly communicate complex financial and strategic concepts.

• Translate financial analysis and regulatory considerations into concise, executive-level materials.

• Prepare executive summaries and other materials for senior management, investors, and strategic partners.

• Support due diligence processes and investor communications.

Strategic Finance

• Evaluate strategic initiatives and potential transactions from a financial perspective.

• Assess capital allocation and financing strategies.

• Conduct market research and competitive analysis across aerospace, defense, satellite communications, telecommunications, and emerging technology markets.

• Monitor relevant industry, regulatory, and capital markets developments.

• Partner directly with senior leadership on time-sensitive financial and strategic projects.

Qualifications

Required

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field.

• 3-7 years of relevant professional experience, preferably in:

  • Investment Banking

  • Capital Markets

  • Private Equity

  • Corporate Development

  • Strategic Finance

  • Corporate Finance

• Strong financial modeling and valuation skills.

• Advanced Excel and PowerPoint proficiency.

• Experience building financial models and analyses from the ground up.

• Strong understanding of financial statements and GAAP.

• Excellent written and verbal communication skills.

• Ability to work independently and manage multiple priorities in a fast-paced environment.

• Strong business judgment and the ability to understand the business context behind the numbers.

Preferred

• Investment banking experience within TMT, aerospace & defense, telecommunications, or related sectors.

• Experience supporting IPOs, SPACs, PIPEs, private placements, or other significant financing transactions.

• Capital markets or leveraged finance experience.

• Experience with public-company processes and SEC reporting.

• Exposure to aerospace, satellite communications, spectrum, telecommunications, defense technology, or related industries.

• MBA, CFA, or relevant professional certification.

Ideal Candidate Profile

The ideal candidate will have the technical foundation of a strong investment banker combined with the adaptability and entrepreneurial mindset required in a growth-stage company.

This person should be comfortable building the numbers, understanding the business behind them, and turning the analysis into a compelling presentation or recommendation. They should be able to move seamlessly between detailed financial modeling and high-level discussions with executives, investors, investment banks, and external advisors.

The successful candidate will be highly analytical, self-directed, resourceful, and capable of becoming productive quickly with limited direction. This is a role for someone who can take an ambiguous problem, determine what analysis is needed, build it, and communicate the conclusion clearly.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.