Financial Analyst

Job Summary

Simon Group Holdings (SGH) is a private equity firm and family office that was established in 1985 with the founding of the Atlas Oil Company. The organization has diverse business interests, including energy supply & marketing, oil field services, logistics and transportation, amateur & professional sports, alcoholic spirits, real estate, technology incubation, aerospace and defense, and insurance solutions.

We are seeking a Financial Analyst with 2-3 years of experience in a corporate and operational setting to join our team. The Financial Analyst will report to the Director of Finance and will be instrumental in budgeting, forecasting, strategic planning, capital expenditure requests, and handling various ad hoc requests as they arise.

Primary Responsibilities

• Budgeting and Forecasting: Develop, analyze, and interpret financial information to forecast future financial performance and assist in budgeting processes.
• Strategic Planning: Assist in 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).
• Financial Analysis: Conduct variance analysis, trend analysis, and in-depth financial health assessments of portfolio companies.
• 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.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2-3 years of experience in financial analysis, preferably within a corporate and operational setting.
• Advanced skills in Microsoft Excel and PowerPoint are required; experience with PowerBI is a strong plus.
• 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.
• 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

Start Date: The start date will commence two weeks after the candidate has been hired.

Disclaimer

This is not intended to be an exhaustive listing of all skills, duties, or responsibilities associated with the job. Management reserves the right to revise the job, or to require that other or different tasks be performed, should circumstances change (i.e., changes in personnel, workload, or technological developments).

EQUAL EMPLOYMENT OPPORTUNITY

Simon Group Holdings provides equal employment opportunities to all team members and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, weight and height or military status, in accordance with applicable federal laws.