Financial Modeling Analyst

Posting ID : A1068504315
Date Posted : 2015-08-19
Category : Accounting Finance

Company Description

PlanIt Business ("PIB" or the "Company") is a growing business plan writing company, created to provide entrepreneurs, start ups and small -- medium sized companies with high quality, customized and value-added, strategic business plans. PlanIt Business is a subsidiary of ELK Partners LLC and is headquartered in Dallas, TX.

As part of our growing team, you'll be instrumental in helping to build a high growth business and you will be given the freedom to take charge and expand your role for the benefit of the Company. We are looking for energetic and enthusiastic people who are driven by learning and challenging oneself.

More information:

Job Description

This is a Full Time Position (40 -- 50 hours per week).

The Business Plan Writer will play an important role in analyzing existing financials and creating a forecast model for investment consideration. While the end goal deliverable will be a business plan, this role will call for careful and thoughtful identification of a Company's value proposition and expressing that value into a financial forecast model. Expertise in MS Excel is a must (formulas, macros, shortcuts and best practices financial modeling). Knowledge and comfort level with basic accounting, finance and financial statements (income statement, balance sheet and statement of cash flow) is also critical.


Participate in Client meetings to understand the mandate
Participate in internal Client project plans and strategic brainstorming
Complete assigned financial sections of the business plan
Turn edits requests
Edit and perform quality control to the business plan financial sections
Proactive dialog with Associate Director on status, questions, findings, etc.
Proactive dialog with Client on project status, request for information, due diligence, etc.
Other as needed or desired / as qualified

Critical Skills
Excellent financial modeling Skills
Attention to Detail
Project / Time Management
Finance and Accounting knowledge
MS Office Suite: Word, Excel, Powerpoint

Undergraduate degree in one or more of the following majors: Finance, Accounting, Mathematics, Statistics, Business (marketing, management)
1 -- 3 years of work experience, after undergraduate education
Excellent communication skills
Someone who values an opportunity to learn and be trained on critical skills for a successful career in investment banking, venture capital, private equity and business development more than just a paycheck

Personality Traits
Comfortable working in teams as well as autonomously
Entrepreneurial spirit and desire to help build a company
Self-starter and comfortable with time pressure, time management and undefined and shifting job description
Strong communicator
Attention to detail and also able to see the big picture
Desire to learn and remain challenged

Base Salary
Bonus Eligibility

How to apply: Send Resume and/or cover letter.

Please DO NOT re-submit your resume if you have applied to this position before.

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