Simon Group Holdings
Financial Analyst
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Strategic Financial Analyst Job Summary Simon Group Holdings (SGH) is a private equity firm and family office established in 1985 with the founding of the Atlas Oil Company. SGH 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 3-5 years of experience, preferably in Mergers & Acquisitions (M&A), data analysis, or investment banking, 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: 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.
Requirements
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; 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 other or different tasks to be performed should circumstances change (e.g., 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, height, or military status in accordance with applicable federal laws.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Venture Capital and Private Equity Principals
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Strategic Financial Analyst Job Summary Simon Group Holdings (SGH) is a private equity firm and family office established in 1985 with the founding of the Atlas Oil Company. SGH 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 3-5 years of experience, preferably in Mergers & Acquisitions (M&A), data analysis, or investment banking, 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: 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.
Requirements
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; 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 other or different tasks to be performed should circumstances change (e.g., 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, height, or military status in accordance with applicable federal laws.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Venture Capital and Private Equity Principals
#J-18808-Ljbffr