Simon Group Holdings · 2 hours ago
Financial Analyst
Detroit Metro
Full-time
Onsite
Mid Level
3+ years expSimon Group Holdings (SGH) is a private equity firm and family office with diverse business interests. They are seeking a Financial Analyst to support budgeting, forecasting, strategic planning, and M&A analysis, contributing to the company's financial decision-making processes.
Venture Capital & Private Equity
Responsibilities
Budgeting and Forecasting: Develop, analyze, and interpret financial information to forecast future financial performance and assist in budgeting processes
Strategic Planning: Lead the creation of long-term strategic plans, including identifying financial trends and providing insights to support business decisions
Capital Expenditure Requests: Evaluate capital expenditure requests using financial metrics such as Net Present Value (NPV), Discounted Cash Flow (DCF), and Internal Rate of Return (IRR)
Mergers & Acquisitions (M&A): Conduct comprehensive analyses of potential M&A opportunities, including due diligence, valuation, and integration planning
Data Analysis: Utilize advanced data analysis techniques to interpret complex datasets and provide actionable insights
Reporting: Prepare and present concise and insightful financial reports and presentations for management and senior operational roles, highlighting key performance indicators and trends
Ad Hoc Requests: Address various ad hoc financial requests and projects as needed
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
3-5 years of experience in financial analysis, with a strong background in M&A, data analysis, or investment banking
Advanced skills in Microsoft Excel and PowerPoint are required
Proven ability to develop thorough financial analyses from the ground up and effectively communicate reasonable, accurate, and defendable conclusions
Excellent communication skills, with a collaborative mindset and ability to thrive in a high-energy, high-impact environment
Preferred
Experience with PowerBI is a strong plus
Preference will be given to applicants pursuing or holding a Chartered Financial Analyst (CFA) designation or similar professional certification
Benefits
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Company
Simon Group Holdings
Simon Group Holdings is a private equity firm investing in energy solutions, logistics, tech incubation, and modular solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jamal Mosallam
Chief Financial Officer
Maritza Meiring
Executive Assistant to CEO and Founder Sam Simon, at Simon Group Holdings
Company data provided by crunchbase