Financial Analyst
Summit Ridge Capital — Finance
Description
Summit Ridge Capital invests in US-based B2B services and light manufacturing businesses with $5–25M EBITDA. We are hiring a Financial Analyst to support deal teams and portfolio operations. You will build three-statement models, clean QoE schedules, track KPI dashboards for 12 platform companies, and draft sections of quarterly board books. Hours spike during live deals — otherwise predictable. Hybrid in our Flatiron office: in person Tue–Thu, remote Mon/Fri.
Requirements
- 1–3 years in investment banking, PE, Big Four, or corporate FP&A
- Advanced Excel / Google Sheets modeling skills
- Ability to tell a story with numbers in PowerPoint
- Bachelor's in Finance, Accounting, or related field
- CFA or CPA progress is a plus
Benefits
- Competitive base + annual bonus
- Medical, dental, vision; 401(k) with match
- MBA sponsorship for top performers after 2 years
- Paid CFA exam fees and study materials
- 20 PTO days + sick leave
Availability map
Available in NY — Hybrid — New York, NY.
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