• Finance Associate V

    Aston Carter (Austin, TX)


    Job Title: Finance Associate V

    Job Description

    This role offers the opportunity to work remotely while adhering to PST hours, though applicants from all time zones are welcome. As part of the Product Strategy team, you will delve into industry intelligence, requiring a robust comprehension of financial metrics. You will craft a detailed understanding of peer investments by analyzing public filings, analyst reports, and conducting your financial analysis.

    Responsibilities

    + Serve as the financial Source of Truth for peers and the economy.

    + Source financial data on selected companies through direct sources like company earnings and regulatory filings, as well as indirect sources such as analyst research and financial datasets.

    + Collect financial data on specific segments and industries.

    + Gather financial data on the macroeconomy in the US and selected macro-regions.

    + Develop and maintain proprietary financial models for industry peers using publicly available information and assumptions.

    + Create and update a repository of metrics to assess strategic implications.

    + Construct metrics and KPIs for financial performance across companies, segments, industries, and geographic regions.

    + Assist in sizing product opportunities, industry segments, and predicting product or service performance.

    + Analyze sales and financial performance data to gain insights into product performance, user preferences, and market trends to identify growth opportunities.

    + Design, build, and disseminate regular updates on the financial performance of select peers, focusing on anticipating financial performance and inferring strategic opportunities.

    Essential Skills

    + 8+ years of experience as an equity research analyst, in investment banking, or at a financial analysis firm.

    + Strong equity research.

    + Profound understanding of financial modeling, accounting, and data analytics.

    + Familiarity with key datasets and vendors for financial analysis, such as CapIQ, AlphaSense, and Bloomberg.

    + High degree of analytical rigor and ability to work with complex, ambiguous, and unstructured data.

    + Proficiency in Excel/Google Sheets and basic SQL.

    + Ability to structure and build summaries and storylines with guidance from senior team members.

    + Comfortable working within large cross-functional organizations.

    Additional Skills & Qualifications

    + Bachelor's degree in a related field; a Master's degree is preferred.

    + CPA certification.

    + Experience with market data and data on competitors.

    + MBA degree or equivalent business background .

    Work Environment

    This is a 100% remote position requiring work during PST hours. The team is new, offering a fresh workload and opportunities for long-term engagement. Applicants should be self-starters, capable of quickly producing reports and thriving in a fast-paced environment.

    Pay and Benefits

    The pay range for this position is $50.00 - $57.00/hr.

     

    Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

     

    • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

     

    Workplace Type

     

    This is a fully remote position.

     

    Application Deadline

     

    This position is anticipated to close on Jun 6, 2025.

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

     

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

     

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.