Strategy & Corporate Development Associate – Investment Banking, Management Consulting, PE

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the chief financial collaborator to the CEO on strategic projects, which encompass market growth, competitive positioning, and long-term planning.

• Oversee comprehensive M&A analysis, including target identification, financial modeling, valuation, due diligence assistance, and tracking post-acquisition integration.

• Create market sizing frameworks and investment strategies for new product launches and R&D funding decisions.

• Manage pricing strategy analytics across the SaaS product suite.

• Develop and sustain dynamic financial models that support market entry decisions, addressing metrics such as LTV, CAC, payback periods, and cohort analysis.

• Convert strategic investments into measurable financial results, including IRR, NPV, and scenario-weighted return evaluations.

• Aid in the preparation of annual budgets and monthly reforecasts related to bookings, revenue, operating costs, and capital expenditures.

• Conduct variance analysis and pinpoint key business drivers.

• Contribute to monthly and quarterly reporting for the Board of Directors and PE sponsors.

• Deliver financial insights and strategic recommendations to executive leadership and private equity stakeholders.

• Provide analysis on financial risks and opportunities within various functional and business unit areas.

• Serve as a financial liaison for cross-departmental strategic initiatives.

• Cultivate an understanding of GHX's business model, product offerings, competitive environment, and industry trends.

• Take part in the integration of new businesses and acquisitions.

• Identify enhancements in FP&A processes.

• Engage in special projects as required.

⛳️ Requirements

• A B.A. from an accredited institution is mandatory; a focus in Finance, Strategy, or Accounting is ideal.

• Bachelor's degree in Finance, Accounting, Business Administration, or Economics is required.

• Over 7 years of progressive experience across FP&A, investment banking, private equity, or corporate strategy is necessary.

• Previous experience in a private equity-owned or PE-backed environment is highly desirable.

• Experience in public accounting or investment banking is preferred.

• Background in a high-growth SaaS or technology firm is advantageous.

• Mastery of financial modeling skills, including M&A, LBO, DCF, accretion/dilution, SaaS metrics, and scenario/sensitivity analysis.

• Profound understanding of SaaS business model economics, including ARR, NRR, churn, LTV/CAC, Rule of 40, and unit economics.

• Previous involvement in strategic pricing decisions, including price-to-value frameworks and monetization strategies.

• Knowledge of private equity ownership structures, sponsor reporting requirements, and value creation methodologies.

• Familiarity with TAM/SAM/SOM market sizing techniques and investment thesis formulation.

• Proficient in Microsoft Excel and financial planning software; knowledge of BI/analytics platforms is a plus.

• Capability to manage multiple simultaneous priorities within tight deadlines.

• Ability to maintain the confidentiality and security of highly sensitive information.

🏝️ Benefits

• Health insurance

• Vision insurance

• Dental insurance

• Accident insurance

• Life insurance

• 401(k) matching

• Paid time off

• Education reimbursement