Role Profile: Financial Analyst
Reports To: Chief Executive Officer
Location: Dallas, TX / Remote
Who We Are
At KLV, our investment goes beyond capital. We provide companies with an unmatched level of real-world operations experience and proven value-add resources that drive success. Our team leverages its decades of hands-on experience building and leading businesses to help companies streamline operations, invest in human capital, instill a lasting culture, and accelerate growth. Our goal is to equip each portfolio company with relevant and needed skills, capital, and relationships to enhance its overall marketability and industry reputation. We help execute on this by deploying the appropriate top industry certifications across each business to catalyze organizational growth and bring expertise throughout the company.
What We’re Seeking
We are looking for a Financial Analyst to provide analytical insights that support the growth and shape the strategy of the KLV portfolio. You will be a core member of the KLV team, supporting all elements of transactions, deal sourcing, and portfolio management. You will oversee the financial modeling and comprehensive due diligence process for investment opportunities while assisting in the management and monitoring of portfolio companies. The role will be responsible for understanding and improving company operating models, identifying and understanding key business drivers, and building foundational analyses as we scale the business. You will analyze ROI of company initiatives, drive improvements to critical business operations and processes, and support board & investor-related reporting.
This is an opportunity for an extraordinary performer to put their “fingerprint” on a successful investment. Success in the role means having the ability to multi-task and execute at a high level daily. Problem solving comes naturally and you enjoy thinking outside the box to come up with creative solutions. This individual will have a strong financial background ideally with seasoned private equity experience, strong analytical capabilities, and strong leadership skills.
What You’ll Do
• Grow financial performance through analysis of financial results, forecasts, variances, and trends
• Perform financial forecasting, reporting, and operational metrics tracking
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Provide input into process improvement to optimize forecasting and reporting tools, procedures, and methodologies
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
• Work directly with the partners in vetting/tracking potential acquisition candidates and strategic investments candidates.
• Participate and collaborate in making investment recommendations and decisions
• Perform financial analysis, valuation and financial modeling of companies and transactions
• Manage and oversee the entirety of the transaction process as deal quarterback through diligence, terms and completion supporting the deal sponsor
• Assist with comprehensive due diligence for potential acquisitions, including but not limited to financial, market, legal and operational evaluation
• Assist in the managing and monitoring of portfolio companies
• Provide both strategic and tactical counsel to portfolio company leadership teams leveraging operations, strategy, and financial expertise
• Support management teams to develop and implement post-acquisition initiatives that focus on successfully integrating portfolio companies and driving performance improvement opportunities
• Assist in structuring and negotiating with debt providers
• Work with investment professionals and other advisors to further develop and execute liquidity/exit plans for portfolio companies
• Build relationships and maintain contact with established and prospective clients and professional advisors
• Conduct in-depth research or companies, industries, market trends, and other relevant areas
• Develop investment pitch decks and presentations for prospective deals
• Craft investment memorandums as needed
• Assist in enhancing the firm’s reporting processes, procedures and analytics
• Responsibilities will also include completing ad-hoc projects, inquiries and reporting needs to management and investors
Qualifications:
• Proven work experience in investment banking (Mergers & Acquisitions and/or Corporate Finance); private equity; and/or at a high growth company in an analytically intensive finance/business operations role
• Demonstrated ability to create real value from analysis and seek impact that accelerates the business and mission
• BA or BS degree required in Accounting/Finance/Economics; MBA preferred
• Ability to travel as needed
Technical Skills:
• Strong quantitative, analytical, and data gathering competency
• Good business acumen
• Superb attention to detail, and consistently deliver accurate analyses in a timely manner
• Strong organizational skills, sound judgment, and a proven ability to multitask
• Strong problem solving ability and experience working through ambiguous or messy datasets (or can suggest logical datasets to be created)
• Prolific and proficient user of Excel; strong fluency with Excel formulas and functions
• High proficiency in financial modeling techniques
Personality and Interpersonal Skills:
• Excellent interpersonal skills, including written and oral communication skills, and can build relationships with broad stakeholders, including team members across the company, external partners and Board members
• Ability to streamline functions and passion to learn and grow
• Strong interpersonal skills, including written and oral communication skills
• Comfort dealing with ambiguity and the ability to work independently
• Experience working with, and presenting to, senior executives
• Excellent communication and presentation skills; be comfortable interacting with executive-level management
• Self-starter with excellent interpersonal communication and problem-solving skills
• Problem solving and critical thinking skills with an analytical, metrics-driven approach to solutions