Financial Analyst
ELEVATE VENTURES OVERVIEW Elevate is the #1 most active seed and early stage investor in the Great Lakes region and Top 20 in the United States and the world. We are primarily a venture capital firm that also performs some venture development activities focused on making Indiana the Innovation Capital of the world through cross sector innovation driven enterprises with a presence in Indiana. We have invested in over 500 companies since our inception. We are dedicated to identifying and investing in promising startups across various industries. Our firm prides itself on its innovative approach, deep industry expertise, and commitment to nurturing the growth of our portfolio companies. You will play a pivotal role in shaping the future of our investments and driving growth in the startup ecosystem. CULTURE VISION For Indiana to be The Innovation Capital of the World MISSION Build Collaborative Communities Provide World Class Programming Invest in High Potential Companies CORE TENANTS Be Ethical in Every Action Have a Growth Mindset Invest in Great Opportunities Empower Innovative Entrepreneurs Deliver Value to All Stakeholders WHAT WE STAND FOR Integrity | Value-Add | Returns ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Perform daily accounting tasks, including accounts payable, accounts receivable and expense reimbursements. Assist with monthly and quarterly financial closings, including preparing reconciliations and financial statements. Collaborate with the finance team on accounting projects and ad-hoc reporting as required. FINANCIAL ANALYSIS Conduct budget analysis, variance reporting, and assist with financial forecasting. Analyze financial performance and provide data-driven recommendations to improve company efficiency. Collaborate with departmental leaders to review monthly results and set annual budgets. Support financial decision-making through accurate modeling and forecasting. Prepare monthly, quarterly, and annual reports in compliance with regulatory standards. Ensure compliance with company policies, financial reporting standards, and tax regulations. Assist with the development and implementation of new accounting systems and procedures. Work closely with cross-functional teams to support special projects as needed. 3+ years experience in public accounting or 5+ years experience in private accounting is preferred. Bachelor’s degree. Strong written and verbal communication skills. High personal integrity and strong work ethic. Strong analytical thinking, attention to detail, and judgment. Ability to work independently and collaboratively. Team player with a mindset that no task is too small or too big, always willing to collaborate and jump in where needed. Entrepreneurial mindset; excited to take on projects, own them, and drive them to completion. Demonstrates intellectual curiosity and willingness to learn. Experience in venture capital, private equity, investment management, and/or entrepreneurial companies preferred. Experience with QuickBooks, Salesforce, advanced Excel, Ramp, and G-Suite is a plus. Elevate Ventures is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex (including pregnancy), national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other legally protected status. We encourage individuals of all backgrounds to apply.
The Elevate Ventures team takes initiative, is tight knit, highly collaborative, curious, respectful and fully vested in helping entrepreneurs be successful starting and growing their businesses to obtain great outcomes.
POSITION OVERVIEW
This position will report to the Vice President of Finance, with a primary focus on general accounting duties, including financial reporting, bookkeeping, and managing accounts payable/receivable. Additional responsibilities include budget preparation, financial analysis, reconciling accounts, and preparing monthly, quarterly, and annual financial statements. The Financial Analyst will gain hands-on experience in all facets of accounting, financial planning, and analysis and will collaborate on special projects to support broader company financial objectives.
Assuring the organization is in the strongest possible position to increase its operational effectiveness, influence, and likelihood that it can accomplish both its mission and move closer to realizing the organization’s vision. To be successful in this role, an individual must be able to perform, in a satisfactory manner, the functions listed below.
ACCOUNTING OPERATIONS
REPORTING & COMPLIANCE
PROJECT SUPPORT
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.
Posted On: Tuesday, September 17, 2024