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Senior Financial Analyst

Summary of Job Descriptions:

The duties and responsibilities below are not exhaustive.

Essential Duties and Responsibilities:

  • Develop financial models for Clients pursuing cannabis businesses.
  • Conduct discovery calls with Clients to explain the financial model, learn about the Client’s endeavors, and ultimately gain valuable insight to further refine and customize the model.
  • Provide guidance and insights to Clients during consultative calls.
  • Conduct and present market research related to local census and demographic information, market conditions, product pricing.
  • Conduct competitive analysis, cannabis industry landscape analysis and support overall research efforts as required.
  • Draft, edit and review narrative content related to Clients’ business plans, financial plans and operational practices.
  • Develop investment decks and presentations.
  • Support team members in improving upon Point7’s website, utilizing market research findings to bolster various web pages and overall content strategy.
  • Develop a working knowledge of each cannabis license type and the associated business model, finding ways to improve and upgrade the financial model templates.
  • Serve in a project management capacity during client engagements.
  • Support colleagues in a cross-functional capacity to review and evaluate work with a critical eye.

Professional, Interpersonal, & Organizational Skills and Abilities:

  • Capable of ‘owning’ work from start to completion.
  • Self-starter and self-motivated, adept at multitasking and able to pivot with changing priorities.
  • Versatile business mind with the ability to develop and implement creative solutions in dynamic environments while working autonomously.
  • Strong, professional communication skills, both verbal and written, for internal, third-party, partner, and client interactions.
  • Strong organizational skills, managing multiple projects with moving parts.
  • Ability to interact with clients, partners, and other business-facing engagements in a professional and intelligent manner.
  • Ability to develop and design professional presentations for internal use, and for external clients and partners.
  • Strong reporting skills, including the ability to clearly and regularly communicate with project managers on progress, project gaps, and estimated timelines.
    • Ability to maintain a log of progress that is accessible at all times, without the need for 1:1 meetings.
    • Ability to quickly adjust to evolving strategies impacted by these reports.
  • Ability to maintain confidentiality when dealing with client and/or personal team matters.

Technical Skills, Knowledge, & Abilities (Required):

  • Three professional references required.
  • Able to use Point7’s time tracking software (Xero) recording time worked across a broad range of projects.
  • Proficient in financial and managerial accounting principles, including a working knowledge of financial statements.
  • Understanding of financial valuation methods and processes.
  • Proficient in professional business communication (email, written, phone, SaaS).
  • Proficient in Google Suite, such as Google Calendar, Gmail, and Google Drive.
  • Proficient in Microsoft Office, including Excel, Word, and Powerpoint (and the Google Drive equivalents).
  • Proficient in technical writing and business correspondence.
  • Experience developing three statement financial models and/or pro formas for at least three year forecasts.

Technical Skills, Knowledge, & Abilities (Preferred):

  • Understanding of, and interest in, the cannabis industry.
  • Interest in and understanding of management consulting.
  • Experience being in a client-facing or sales role.

Read the full job description here

Apply Today!

Point Seven Group at MJBizCon in Las Vegas, Nevada