Job Closed
This listing is no longer active.
Technology-powered investment firm
Senior Investment Analyst
Location
Minnesota
Posted
162 days ago
Salary
0
Seniority
Senior
Job Description
Senior Investment Analyst
Legalist
• Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members • Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures • Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments • Partner with the origination team to identify, evaluate, and help close target counterparties • Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing
Job Requirements
- Bachelor’s degree in a relevant field; advanced degrees encouraged
- 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
- Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
- Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
- Strong written and verbal communication skills with both technical and non-technical stakeholders
- Thrives in a fast-paced, growth-oriented environment
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
• Partner with CFO and executive leadership on long-term strategic plans and annual operating plans • Lead global budgeting, quarterly forecasting, and long-range planning processes across all entities • Prepare consolidated financial reports for Board of Directors, investors, and executive team • Support M&A activities including buy-side and sell-side due diligence, deal modeling, valuation, and integration planning • Develop and maintain sophisticated financial models for P&L, cash flow, debt/equity structures, and M&A scenarios • Build scenario planning frameworks, sensitivity analysis, and variance analysis to guide strategic decisions • Monitor and analyze key SaaS metrics, including ARR, MRR, bookings, churn, CAC, LTV, segmented gross margin • Conduct market/industry benchmarking and competitive analysis • Track KPIs and operational metrics across all business units and product lines • Drive process improvements, automation, and standardization of reporting infrastructure • Build self-service reporting tools and dashboards for business unit leaders • Optimize financial system stack and enhance reporting capabilities • Ensure data integrity and financial controls across all planning activities • Lead, mentor, and develop a lean high-performing global FP&A team (2-3 direct reports) across multiple geographies • Foster a culture of analytical excellence and continuous improvement • Collaborate cross-functionally with Accounting, Sales Operations, Marketing, Product, Engineering and other business units
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Prospect Research Analyst identifies, researches, and analyzes information on current and prospective donors. The position reports to the Director of Prospect Development and provides research support to DU leadership and development staff members. - Conduct proactive research to identify new potential major and principal gift donors using news alerts, a review of weekly gift reports, wealth screening, and other methods. - Conduct quarterly prospect review sessions with assigned fundraisers to ensure accurate and up-to-date opportunities, status information, and portfolio size and health. - Support wealth screening and predictive modeling projects; help to independently verify screening results. - Update information in Blackbaud CRM following established data standards. - Develop and synthesize information on prospects to produce informative profiles/background biographies. - Undertake financial analysis of prospects' and donors' known wealth indicators to assess potential philanthropic capacity. - Proactively track and disseminate donor and prospect-related information to development staff and selected DU leadership. - Monitor news and publicly-available financial information on current major and principal gift donors and prospects. - Strategize and partner with development staff to support the development of high-capacity portfolios. - Develop supportive and productive relationships with development staff and other DU staff involved in fundraising. - Maintain proficiency with standard prospect research resources and stay abreast of new resources and technologies. - Use the database to track research activity for internal prospect research metrics. - Seek opportunities for professional development to enhance job performance. - Safeguard the confidentiality of constituent information at all times by adhering to ethical and confidentiality guidelines. - Perform additional duties as assigned. Qualifications - Minimum of two years of related experience in prospect research or related role, preferably in a fundraising environment. - Bachelor's or higher degree from an accredited college or university. - Demonstrated skill and knowledge of, or ability to learn quickly, technological tools available to DU, including Blackbaud CRM, Microsoft Windows, and Microsoft Office suite. - Familiarity with Internet search strategies and experience using electronic databases and online search tools. - Demonstrated ability to retrieve, manipulate, analyze, and synthesize information from various sources. - High attention to detail and follow-up, and excellent organizational skills. - An aptitude for critical thinking and problem solving. - Strong written and verbal communication skills. - Ability to manage confidential information with discretion and tact. - Understanding of philanthropy and fundraising practices. - Flexible and adaptable to new programs in an emerging and changing environment. Requirements - Willingness to work hours that extend outside of the typical workday and workweek throughout the year; some overnight travel is required. Benefits - Salary commensurate with experience. - Comprehensive group medical, prescription, dental, and vision insurance, including spouse and dependent coverage. - Minimum three weeks paid vacation to start. - Paid sick leave and 10 paid holidays. - 401(k) plan (including partial employer match). - Tuition reimbursement. Application Instructions To apply, submit a cover letter indicating why you are interested in the position and a resume highlighting your qualifications. Applications will be considered as they are received, and the position will remain open until filled. Equal Opportunity Employer DUCKS UNLIMITED, INC. IS AN EQUAL OPPORTUNITY EMPLOYER. It is the policy of Ducks Unlimited, Inc. to afford equal employment opportunity to all qualified persons regardless of race, color, religion, gender, national origin, military status, disability, age, or genetic information.
Finance Business Partner
Valsoft CorporationValsoft Corporation acquires and builds market software solutions. The company invests in stable businesses and aims to foster an entrepreneurial environment po
Role Description O(a) Finance Business Partner terá um papel estratégico em relatórios financeiros, planejamento, análises e suporte à tomada de decisão, atuando junto a múltiplas unidades de negócio. Esta posição trabalha em estreita parceria com times operacionais e comerciais, fornecendo insights financeiros que impulsionam performance, eficiência e crescimento sustentável no longo prazo. Relatórios Financeiros - Preparar e revisar demonstrações financeiras, incluindo fechamento mensal e conciliações financeiras. - Garantir que todas as informações financeiras sejam precisas, consistentes e estejam em conformidade com normas contábeis e regulatórias. - Participar de auditorias e atender requisitos de compliance, incluindo a transição para IFRS. - Garantir conformidade tributária: apoiar revisões de otimização fiscal, gerenciar processos de entrega de obrigações fiscais, auditorias e assegurar aderência às legislações contábil e tributária aplicáveis. Análise Financeira & Parceria com o Negócio - Atuar em conjunto com times operacionais e comerciais para transformar análises financeiras em estratégias acionáveis. - Apoiar líderes do negócio com decisões baseadas em dados relacionadas a preços, orçamento, investimentos e otimização de custos. - Questionar e influenciar decisões estratégicas, garantindo alinhamento com objetivos financeiros e crescimento de longo prazo. - Monitorar e analisar KPIs, identificando riscos e oportunidades de melhoria de desempenho. Orçamento e Previsões - Liderar processos de orçamento, forecast e análise de variações. - Preparar e apresentar relatórios gerenciais mensais com métricas financeiras-chave, tendências e direcionadores de resultado. Suporte à Integração - Integração Financeira: apoiar atividades de integração financeira, incluindo mapeamento de contas, implementação de requisitos de reporte e padrões de governança. - Monitoramento da Integração: garantir a cadência mensal de relatórios, revisando entregáveis quanto à integridade, qualidade e precisão dos dados. Qualifications - Graduação em Contabilidade ou Finanças; certificação profissional (CRC, CPA, ACCA ou equivalente) é altamente desejável. - Mínimo de 4 anos de experiência profissional em contabilidade ou finanças (experiência em Big 4 é um diferencial). - Sólidos conhecimentos em princípios contábeis (BR GAAP / IFRS). - Excelente comunicação oral e escrita em inglês e português. Espanhol é um diferencial importante. - Perfil estratégico, com visão de crescimento e ambição. - Interesse em atuar em uma empresa global, dinâmica e em expansão acelerada. - Desejo de crescimento dentro da área financeira. - Capacidade de gerenciar múltiplos projetos simultaneamente, com energia para lidar com desafios. - Valorização de pessoas, cultura organizacional e desenvolvimento contínuo de talentos. Requirements - Experiência em M&A ou processos de integração. - Vivência em empresas de software ou tecnologia. - Familiaridade com estruturas organizacionais descentralizadas ou com múltiplas entidades.
• Own and deliver the monthly, quarterly, and annual group close • Manage consolidation, intercompany eliminations, and FX • Deliver group financials with clear variance analysis and audit-ready documentation • Own revenue recognition policy and execution across multiple revenue models • Partner with Sales and Legal on contract structuring and pricing decisions, pricing, and IP/licensing models • Own margin analysis, unit economics, and deferred revenue accuracy • Design and enforce group accounting, governance and internal control frameworks • Own balance sheet integrity, reconciliations, and audit readiness • Manage intercompany pricing, risk controls and financial exposures • Own the group’s tax and compliance obligations across different regions • Manage corporate tax, indirect taxes, and transfer pricing with advisors • Identify and mitigate tax risks from cross-border activity and pricing • Own relationships with outsourced accounting and advisory firms • Set SLAs, close timelines, and quality standards • Ensure consistent application of group policies across entities • Own group budgets, forecasts, financial planning cycles, cash flow planning, and runway visibility • Build scalable revenue, margin and cost models • Partner with leaders on cost control and resource allocation • Support go-to-market, growth, and pricing decisions with financial insight • Build profitability views by product, customer, and geography • Partner with Sales, CS, R&D, and Operations on financial performance • Prepare financial materials for investors and the board • Ensure consistency between management and investor reporting • Surface key risks, judgments, and performance insights • Support audits, due diligence, and financing documentation • Own the finance systems and process roadmap • Improve automation across reporting, revenue, and close • Build and scale the finance team, processes, and controls • Manage, coach and develop a small Finance team



