Summary:

The Senior Financial Analyst supports financial planning, forecasting, reporting, strategic finance, and transaction-related analysis across Archwell Capital and its portfolio companies. Working closely with senior finance leadership, this role provides broad exposure to business performance, corporate finance, M&A, capital planning, and other strategic initiatives. The Senior Financial Analyst combines strong financial and analytical capabilities with intellectual curiosity, initiative, and a high degree of ownership to develop insights that support business and executive decision-making.

Essential Job Duties and Responsibilities:

• Support annual budgeting, periodic forecasting, and long-range financial planning processes.

• Build, maintain, and enhance financial models supporting financial forecasts, business decisions, acquisitions, investments, financings, and strategic initiatives.

• Support income statement, balance sheet, and cash flow forecasting and analysis.

• Prepare monthly financial reporting, budget-to-actual analyses, forecast variance analyses, and management reporting.

• Analyze financial and operating results to identify key trends, business drivers, risks, and opportunities.

• Develop and monitor financial and operational KPIs, dashboards, and recurring management reports.

• Perform scenario, sensitivity, profitability, valuation, and other financial analyses to support business and strategic decisions.

• Support the evaluation of potential M&A, investment, and other strategic opportunities.

• Assist with financial due diligence, transaction analysis, and execution activities.

• Prepare analyses and materials supporting debt and equity financing activities, including evaluation of financing alternatives, liquidity, capital structures, and returns.

• Conduct company, market, and industry research to support financial and strategic analyses.

• Partner with FP&A, Accounting, business leaders, and portfolio company teams to gather, validate, and analyze financial and operational information.

• Prepare executive-ready presentations and analytical materials for senior leadership and other stakeholders.

• Proactively investigate financial trends, variances, and unexpected results and develop an understanding of the underlying business drivers.

• Identify opportunities to improve financial models, forecasting, reporting, analytical tools, and processes as the organization grows.

• Support ad hoc financial, transaction, and strategic projects for senior management.

• Manage multiple assignments while maintaining a high degree of accuracy and quality under demanding deadlines and shifting priorities.

• Comply with all company policies and procedures.

• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

• This position is an individual contributor.

Qualifications:

To perform this job successfully, an individual must be able to perform eachessential functionsatisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Strong financial modeling, quantitative, and analytical skills.

• Strong understanding of financial statements and the relationships among the income statement, balance sheet, and cash flow statement.

• Working knowledge of corporate finance, valuation, and financial planning concepts.

• Experience with budgeting, forecasting, variance analysis, management reporting, transaction analysis, or similar financial analysis.

• Exposure to M&A, valuation, transaction advisory, or capital-raising activities preferred.

• Advanced Excel skills and strong proficiency developing financial and executive presentations.

• Ability to synthesize detailed financial analysis into clear conclusions and recommendations.

• Strong written and verbal communication skills.

• Exceptional attention to detail and commitment to producing accurate, high-quality work.

• Strong intellectual curiosity and desire to understand the business drivers behind financial results.

• Highly proactive, resourceful, and comfortable taking ownership of ambiguous problems.

• Ability to work independently, manage competing priorities, and perform effectively in a fast-paced environment with demanding deadlines.

Education and/or Experience:

• Bachelor9s degree in Finance, Accounting, Economics, Business, or a related discipline required.

• 2+ years of relevant professional experience in FP&A, corporate finance, investment banking, Big Four accounting or transaction advisory, management consulting, private equity, corporate development, strategic finance, or a similarly rigorous analytical environment.

• Experience developing financial models and conducting detailed financial analysis required.

• Experience with financial planning and analysis, transaction-related work, or corporate finance strongly preferred.

• Prior experience in an environment requiring significant analytical rigor, ownership, and management of multiple high-priority assignments is preferred.

Certificates, Licenses, Registrations:

• CFA, CPA, or other relevant financial certification is a plus.

Work Complexity:

Problems and issues faced are general, and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas.  Problems are typically solved through drawing from prior experiences, with analysis of the issue.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

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