The Role
The FP&A and Corporate Development Specialist will enhance financial modeling, support budgeting, provide financial analysis, and prepare materials for management and investors.
Summary Generated by Built In
About Us:
Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information.
About You:
Versana is looking for a collaborative FP&A Specialist who brings a solid foundation in finance coupled with a deep understanding of corporate finance management. This role will be responsible for providing detailed financial planning, analysis and strategic insights to drive informed decision-making within the organization. The FP&A Specialist will report directly to our Head of Finance, with exposure to company-wide financial planning, accounts payable, accounts receivable, expense reporting and other strategic initiatives.
Key Responsibilities
- Support senior management in maintaining and improving the multi-year company financial model.
- Develop dashboard reporting on cash and revenue projections and KPIs/Metrics.
- Perform commercial analyses (TAM, product profitability, competitive intelligence) and work with Product and Sales teams in developing the commercial terms and financial projections for products and business lines.
- Contribute to the annual budgeting and forecasting processes.
- Prepare presentation materials for senior management, the Board of Directors, and current and prospective investors.
- Perform ad-hoc analysis and provide support on special projects as needed.
Must Haves
- BS or BA degree in Finance.
- 5+ years of experience in investment banking, credit/equity research, or consulting.
- Ability to multi-task and manage multiple projects simultaneously.
- Ability to work well with diverse groups in a collaborative team.
- Strong interpersonal skills and outstanding verbal and written communication skills.
- Excellent analytical skills with an ability to synthesize qualitative and quantitative information.
- Exceptional financial analysis background, advanced modeling skills, strong business communication skills.
- Advanced skills in Microsoft PowerPoint and Excel.
Nice to Haves
- SQL or Power BI training.
- General understanding of accounting policies and principles.
Equal Opportunity Employer
We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Top Skills
Excel
Microsoft Powerpoint
Power BI
SQL
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The Company
What We Do
Versana is an industry-backed digital data and technology company on a mission to transform the syndicated loan and private credit markets. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into corporate loan level details and portfolio positions, bringing efficiency and velocity to the entire asset class. Through our centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the long-awaited modernization of the syndicated loan market. For more information, visit versana.io.
