Job Title: Budgeting/Forecasting Specialist Position Type: Full-Time, Remote Working Hours: U.S. client business hours About the Role: Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy. This role requires strong analytical skills, mastery of modeling tools, and the ability to translate numbers into actionable recommendations. You will work closely with finance leaders and department heads to ensure budgets and forecasts are accurate, realistic, and strategically aligned. Responsibilities: Budget Development: - Lead preparation of annual operating and capital budgets. - Consolidate inputs across departments and business units. - Ensure budgets align with company goals and resource constraints. Forecasting: - Maintain rolling forecasts for revenue, expenses, and cash flow. - Update models monthly or quarterly with actuals, adjusting assumptions. - Build scenario and sensitivity analyses to test potential outcomes. Variance Analysis: - Compare actual results to budgets/forecasts. - Prepare written commentary to explain variances and recommend corrective actions. Financial Modeling: - Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even). - Use advanced formulas, macros, or BI tool integrations to improve accuracy. Reporting: - Prepare management reporting packages with dashboards and visualizations. - Present insights to executives, highlighting risks and opportunities. Collaboration: - Partner with department heads to align forecasts with operational plans. - Work with FP&A teams to refine planning assumptions. Process Improvement: - Identify inefficiencies in forecasting workflows. - Implement new FP&A software or improve data integrations (Adaptive Insights, Anaplan, Workday, or equivalent). What Makes You a Perfect Fit: - Highly analytical with an eye for detail. - Comfortable building models from scratch and explaining them simply. - Proactive in identifying trends, risks, and opportunities. - Skilled communicator who can influence leaders through data-driven storytelling. Required Experience & Skills (Minimum): - Bachelor’s degree in Finance, Accounting, Economics, or related field. - 3+ years in financial planning/analysis, budgeting, or forecasting. - Advanced Excel/Google Sheets (nested formulas, pivot tables, sensitivity modeling). - Experience preparing variance analyses for leadership. Ideal Experience & Skills: - FP&A tool experience (Anaplan, Adaptive Insights, Hyperion, Workday). - MBA, CFA, or CPA credential. - Experience forecasting for SaaS, real estate, or professional services. - Familiarity with BI/analytics platforms (Power BI, Tableau, Looker). What Does a Typical Day Look Like? A Budgeting/Forecasting Specialist’s day revolves around building clarity about the future of the business. You will: - Maintain financial models — updating them with actuals and revising assumptions based on market or internal trends. - Analyze variances — reviewing how actual results differ from plan and preparing written explanations with supporting data. - Support decision-making — running scenario analyses (“what happens if revenue grows 15%?” “what if headcount increases by 20?”) and presenting implications to leadership. - Collaborate across teams — meeting with department managers to validate budget assumptions and ensure spending aligns with strategy. - Deliver reporting — packaging forecasts and analyses into dashboards and executive-ready presentations. - Continuously improve — refining models, implementing forecasting software, and streamlining inputs to shorten cycles. In essence: the role is about ensuring the organization has reliable forward-looking data to guide strategy, supported by strong financial models and clear commentary. Key Metrics for Success (KPIs): - Forecast accuracy within ±5–10%. - Budget completion within agreed timelines. - Variance explanations delivered within 2–3 days of close. - Models updated regularly and free from errors. - Forecasting cycle time is reduced via automation. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Practical Task (e.g., build a simple forecast model and run sensitivity analysis) - Client Interview - Offer & Background Verification

Job Title: Investment Banking Associate Position Type: Full-Time, Remote Working Hours: U.S. client business hours (with flexibility for transaction timelines and late-stage deal requirements) About the Role: Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves building complex financial models, drafting marketing materials, managing due diligence processes, and working closely with senior bankers and clients. The Associate is a critical link between analysts, vice presidents, and clients, ensuring that deals move forward smoothly, accurately, and on time. Responsibilities: Financial Modeling & Valuation: - Build and maintain detailed discounted cash flow (DCF), leveraged buyout (LBO), and merger models. - Conduct comparable company and precedent transaction analyses. - Perform sensitivity and scenario testing to stress-test assumptions. Transaction Support: - Manage due diligence checklists, coordinate data rooms, and track requests. - Liaise with clients, accountants, lawyers, and consultants to gather information. - Ensure deliverables are complete, accurate, and aligned with deadlines. Marketing & Client Materials: - Draft confidential information memoranda (CIMs), pitch books, teasers, and management presentations. - Prepare investor decks and client-ready reports with high attention to detail. Research & Analysis: - Conduct industry and market research to identify trends, risks, and opportunities. - Summarize findings in briefing notes and incorporate into valuation assumptions. Collaboration & Mentorship: - Work closely with analysts, reviewing their work and providing guidance. - Support VPs and MDs by preparing materials and presenting findings. Compliance & Governance: - Ensure all documentation adheres to internal controls, regulatory requirements, and confidentiality standards. - Maintain audit-ready records of models and deliverables. What Makes You a Perfect Fit: - Exceptional financial modeling and analytical skills. - Strong communicator with executive presence in client settings. - Organized and detail-oriented under tight deadlines. - Able to balance multiple live transactions simultaneously. Required Experience & Skills (Minimum): - 2–4 years experience in investment banking, corporate finance, or private equity. - Advanced Excel (financial modeling, VBA macros preferred) and PowerPoint. - Experience with valuation methodologies (DCF, LBO, comparables, precedent transactions). - Familiarity with Bloomberg, Capital IQ, FactSet, or PitchBook. Ideal Experience & Skills: - MBA, CFA, or CPA credential. - Exposure to both buy-side and sell-side transactions. - Experience across multiple industries (tech, healthcare, real estate, financial services). - Prior mentorship or leadership of analysts. What Does a Typical Day Look Like? An Associate’s day revolves around managing deal execution and producing high-quality analysis and materials.You will: - Update and refine models with client financials and assumptions. - Draft marketing materials such as pitch books, CIMs, and presentations. - Manage the due diligence process, ensuring all requests and data room uploads are completed. - Support live deals, coordinating with lawyers, accountants, and client executives. - Review analyst outputs, checking for accuracy and clarity. - Prepare senior bankers for client meetings, ensuring they have insights, models, and materials at hand. In essence: you ensure deals move forward efficiently and flawlessly, with clients and senior bankers confident in the accuracy of the work. Key Metrics for Success (KPIs): - Accuracy of financial models and assumptions. - Timely delivery of pitch books, CIMs, and investor decks. - Smooth execution of due diligence and transaction processes. - Positive feedback from clients and senior bankers on quality and reliability. - Effective mentorship of junior team members. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Technical Assessment (e.g., build a DCF or M&A model based on case study data) - Client Interview with Senior Bankers - Offer & Background Verification

Job Title: Investment Banking Associate Position Type: Full-Time, Remote Working Hours: U.S. client business hours (with flexibility for transaction timelines and late-stage deal requirements) About the Role: Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves building complex financial models, drafting marketing materials, managing due diligence processes, and working closely with senior bankers and clients. The Associate is a critical link between analysts, vice presidents, and clients, ensuring that deals move forward smoothly, accurately, and on time. Responsibilities: Financial Modeling & Valuation: - Build and maintain detailed discounted cash flow (DCF), leveraged buyout (LBO), and merger models. - Conduct comparable company and precedent transaction analyses. - Perform sensitivity and scenario testing to stress-test assumptions. Transaction Support: - Manage due diligence checklists, coordinate data rooms, and track requests. - Liaise with clients, accountants, lawyers, and consultants to gather information. - Ensure deliverables are complete, accurate, and aligned with deadlines. Marketing & Client Materials: - Draft confidential information memoranda (CIMs), pitch books, teasers, and management presentations. - Prepare investor decks and client-ready reports with high attention to detail. Research & Analysis: - Conduct industry and market research to identify trends, risks, and opportunities. - Summarize findings in briefing notes and incorporate into valuation assumptions. Collaboration & Mentorship: - Work closely with analysts, reviewing their work and providing guidance. - Support VPs and MDs by preparing materials and presenting findings. Compliance & Governance: - Ensure all documentation adheres to internal controls, regulatory requirements, and confidentiality standards. - Maintain audit-ready records of models and deliverables. What Makes You a Perfect Fit: - Exceptional financial modeling and analytical skills. - Strong communicator with executive presence in client settings. - Organized and detail-oriented under tight deadlines. - Able to balance multiple live transactions simultaneously. Required Experience & Skills (Minimum): - 2–4 years experience in investment banking, corporate finance, or private equity. - Advanced Excel (financial modeling, VBA macros preferred) and PowerPoint. - Experience with valuation methodologies (DCF, LBO, comparables, precedent transactions). - Familiarity with Bloomberg, Capital IQ, FactSet, or PitchBook. Ideal Experience & Skills: - MBA, CFA, or CPA credential. - Exposure to both buy-side and sell-side transactions. - Experience across multiple industries (tech, healthcare, real estate, financial services). - Prior mentorship or leadership of analysts. What Does a Typical Day Look Like? An Associate’s day revolves around managing deal execution and producing high-quality analysis and materials.You will: - Update and refine models with client financials and assumptions. - Draft marketing materials such as pitch books, CIMs, and presentations. - Manage the due diligence process, ensuring all requests and data room uploads are completed. - Support live deals, coordinating with lawyers, accountants, and client executives. - Review analyst outputs, checking for accuracy and clarity. - Prepare senior bankers for client meetings, ensuring they have insights, models, and materials at hand. In essence: you ensure deals move forward efficiently and flawlessly, with clients and senior bankers confident in the accuracy of the work. Key Metrics for Success (KPIs): - Accuracy of financial models and assumptions. - Timely delivery of pitch books, CIMs, and investor decks. - Smooth execution of due diligence and transaction processes. - Positive feedback from clients and senior bankers on quality and reliability. - Effective mentorship of junior team members. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Technical Assessment (e.g., build a DCF or M&A model based on case study data) - Client Interview with Senior Bankers - Offer & Background Verification

Job Title: Investment Banking Associate Position Type: Full-Time, Remote Working Hours: U.S. client business hours (with flexibility for transaction timelines and late-stage deal requirements) About the Role: Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves building complex financial models, drafting marketing materials, managing due diligence processes, and working closely with senior bankers and clients. The Associate is a critical link between analysts, vice presidents, and clients, ensuring that deals move forward smoothly, accurately, and on time. Responsibilities: Financial Modeling & Valuation: - Build and maintain detailed discounted cash flow (DCF), leveraged buyout (LBO), and merger models. - Conduct comparable company and precedent transaction analyses. - Perform sensitivity and scenario testing to stress-test assumptions. Transaction Support: - Manage due diligence checklists, coordinate data rooms, and track requests. - Liaise with clients, accountants, lawyers, and consultants to gather information. - Ensure deliverables are complete, accurate, and aligned with deadlines. Marketing & Client Materials: - Draft confidential information memoranda (CIMs), pitch books, teasers, and management presentations. - Prepare investor decks and client-ready reports with high attention to detail. Research & Analysis: - Conduct industry and market research to identify trends, risks, and opportunities. - Summarize findings in briefing notes and incorporate into valuation assumptions. Collaboration & Mentorship: - Work closely with analysts, reviewing their work and providing guidance. - Support VPs and MDs by preparing materials and presenting findings. Compliance & Governance: - Ensure all documentation adheres to internal controls, regulatory requirements, and confidentiality standards. - Maintain audit-ready records of models and deliverables. What Makes You a Perfect Fit: - Exceptional financial modeling and analytical skills. - Strong communicator with executive presence in client settings. - Organized and detail-oriented under tight deadlines. - Able to balance multiple live transactions simultaneously. Required Experience & Skills (Minimum): - 2–4 years experience in investment banking, corporate finance, or private equity. - Advanced Excel (financial modeling, VBA macros preferred) and PowerPoint. - Experience with valuation methodologies (DCF, LBO, comparables, precedent transactions). - Familiarity with Bloomberg, Capital IQ, FactSet, or PitchBook. Ideal Experience & Skills: - MBA, CFA, or CPA credential. - Exposure to both buy-side and sell-side transactions. - Experience across multiple industries (tech, healthcare, real estate, financial services). - Prior mentorship or leadership of analysts. What Does a Typical Day Look Like? An Associate’s day revolves around managing deal execution and producing high-quality analysis and materials.You will: - Update and refine models with client financials and assumptions. - Draft marketing materials such as pitch books, CIMs, and presentations. - Manage the due diligence process, ensuring all requests and data room uploads are completed. - Support live deals, coordinating with lawyers, accountants, and client executives. - Review analyst outputs, checking for accuracy and clarity. - Prepare senior bankers for client meetings, ensuring they have insights, models, and materials at hand. In essence: you ensure deals move forward efficiently and flawlessly, with clients and senior bankers confident in the accuracy of the work. Key Metrics for Success (KPIs): - Accuracy of financial models and assumptions. - Timely delivery of pitch books, CIMs, and investor decks. - Smooth execution of due diligence and transaction processes. - Positive feedback from clients and senior bankers on quality and reliability. - Effective mentorship of junior team members. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Technical Assessment (e.g., build a DCF or M&A model based on case study data) - Client Interview with Senior Bankers - Offer & Background Verification