Financial Analyst

Location: Fully Remote (U.S. Based)
Type: Full-time – 40-50 hrs / week
Title: Analyst
Functions: Data & Business Analysis, Financial Modeling, Operations Supporting M&A Activities
Compensation: $65,000 – $85,000 per year

Role Overview

We are seeking a motivated and well-rounded Financial Analyst to join our M&A advisory team. The Financial Analyst position will primarily be responsible for analyzing business and financial data, providing insights, and creating both internal and external reports. The position will report to the Investment Banking team but will also work closely with team members at all levels and functions of the organization to ensure information is shared effectively across the organization and in a timely manner.

The ideal candidate will be proficient in quantitative analyses and have meticulous attention to detail with an entrepreneurial spirit. Strong writing skills and familiarity with AI assisted writing tools will also be viewed as a meaningful positive.

The position is a two-year commitment with the potential for a longer-term opportunity for high performers. The position offers the opportunity to gain exposure to the ‘Investment Banking’ / M&A industry while offering a better work / life balance than is typical.

Your Core Responsibilities:

• Create and maintain financial models using complex data sets and formulas to deliver insightful reporting and process materials
• Create and deliver recurring financial reports that will provide timely and accurate insight of client business results
• Reporting – input and maintain client company data. Prepare, coordinate, and distribute various internal and external reports on an ongoing and ad hoc basis.
• Industry research, survey design / delivery, and translation of research into written collateral.
• Assist the origination team in researching M&A prospects (as needed).
• Address all inquiries with professionalism and timely response.
• Salesforce system support – assist in monitoring and cleansing Salesforce records (as needed)
• GTM outreach support – assist in client outreach efforts (as needed)
• Client Liaison – support team in client relations, including scheduling meetings (as needed)
  
  

Your Expertise:

• Bachelor’s degree required.
• 6 months – 2 years of experience in a financial analyst or similar role
• Exposure to Software or Technology investing is a plus but not required
• Efficiency with Microsoft Office products and overall aptitude for utilizing technology to assist with business processing.
• Ability to perform technical analysis.
• Ability to interpret accounting/financial information.
• Excellent client service skills; superior written and verbal communication abilities.
• Proven ability to work both independently and as part of a highly functioning team.
• Ability to work efficiently under pressure with minimal supervision; ability to organize and prioritize multiple assignments and meet deadlines.
  
  

Company Overview

Horizon Partners is a boutique M&A advisory firm that provides advisory services to low-funded, mid-market technology companies in the software and technology space.

Horizon offers every client a comprehensive view of transactional opportunities and a consultative approach to finding and realizing the best possible outcome. We take a hands-on, artisanal approach to M&A and are looking for candidates who are excited to contribute to Horizon’s growth.

Equal Employment Opportunity

Horizon Partners is committed to providing equal employment opportunities for all employees and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person’s actual or perceived sex, and includes self- image, appearance, behavior or expression, whether or not different from that traditionally associated with a person’s biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.

Contact Info

Please apply by sending your resume via the form below

Product-Led Growth (PLG) Analyst / Associate, Investment Banking

Location: Remote (U.S.)
Type: Full-time
Title: Analyst to Associate (depending on experience)
Functions: Finance, Strategy/Planning, Business Development, Sales, Client Relations
Industries: Investment Banking, Financial Services, Private Equity, Strategic Consulting
Compensation: Competitive

Company Overview

Horizon Partners is a boutique M&A advisory firm that provides advisory services to low-funded, mid-market technology companies in the software and technology space.

Horizon offers every client a comprehensive view of transactional opportunities and a consultative approach to finding and realizing the best possible outcome. We take a hands-on, artisanal approach to M&A and are looking for candidates who are excited to contribute to Horizon’s growth.

Role Overview

As a PLG Analyst you will focus your time on finding and building relationships with product-led, bottoms-up software and technology companies. This will include canvasing markets for PLG companies, creating PLG-related content, conducting primary research, completing secondary research, managing a pipeline of active prospects, etc. These efforts will directly impact the
success of the firm. You will work closely with both junior and senior members of the Horizon team. The ideal candidate will be efficient, creative, outgoing, proficient in quantitative analyses, have meticulous attention to detail, and an entrepreneurial spirit.

Your Core Responsibilities:

• Sourcing – canvas various markets and identify potential clients with PLG / bottoms up characteristics
• Content Creation – Blog posts, LinkedIn posts, articles, podcasts, pitch decks, 1-pagers, etc.
• Nurture campaigns – maintain and nurture a pipeline of potential clients with PLG /bottoms up characteristics
• Support senior team members and seamlessly handoff “top” prospects
• Industry Research – assist the team in PLG-related research (both primary and secondary)
• Client Liaison – support team in client relations, including scheduling meetings as needed. Address all communications with professionalism and timely response.

Your Expertise:

• Bachelor’s degree required.
• 1-5 (1-3 years for analysts; 2-5 years for associates) years of finance, consulting, or operations experience.
• A preference for work in an entrepreneurial environment.
• Efficiency with Microsoft Office products and overall aptitude for utilizing technology to assist with business processing.
• Ability to perform technical analysis.
• Ability to interpret accounting/financial information.
• Excellent client service skills; superior written and verbal communication abilities.
• Proven ability to work both independently and as part of a highly functioning team.
• Ability to work efficiently under pressure with minimal supervision; ability to organize and prioritize multiple assignments and meet deadlines.

Additional Roles Available:

We are also looking for talented individuals that would like to help us continue to build a truly unique firm. If you offer top tier talent and entrepreneurial drive in the following areas, we’d love to talk with you:

• Financial services or software sales / business development (full-time or part-time)
• Financial services or software marketing, particularly content marketing (full-time or part-time)
• Project management (part-time)
• Paralegal services / administrative (part-time)

Additional:

Health insurance (if full-time employee)

Equal Employment Opportunity

Horizon Partners is committed to providing equal employment opportunities for all employees and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person’s actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person’s biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.

Contact Info

Operations Analyst, Investment Banking

Location: Remote (U.S.)
Type: Part time (20-25 hrs. / week) to Full-time
Title: Analyst
Functions: Finance, Strategy/Planning, Business Development, Sales
Industries: Investment Banking, Financial Services, Private Equity, Strategic Consulting
Compensation: Base salary / hourly rate, performance bonus (if full-time employee)
Time Commitment: This is a part time role that could translate or scale into a full-time position for the right candidate with desired experience and enthusiasm for Horizon Partners.

Company Overview

Horizon Partners is a boutique M&A advisory firm that provides advisory services to low-funded, mid-market technology companies in the software and technology space.

Horizon offers every client a comprehensive view of transactional opportunities and a consultative approach to finding and realizing the best possible outcome. We take a hands-on, artisanal approach to M&A and are looking for candidates who are excited to contribute to Horizon’s growth.

Role Overview

As an Operations Analyst you will support the administration of M&A execution and fund operations when needed to enhance the Horizon team’s effectiveness. As part of the operations function, you will help to not only build the organization and its capabilities, but also enable scalability. The ideal candidate will be proficient in quantitative analyses and have meticulous attention to detail with an entrepreneurial spirit. Your specific duties would include fund performance measurement and reporting, client communications as needed, M&A tech industry research, data entry, CRM systems support, and updating policies and procedures as needed.

Your Core Responsibilities:

• Reporting – Input and maintain company and fund data. Prepare, coordinate, and distribute various internal and external reports on an ongoing and ad hoc basis.
• Client Service – Act as a point of contact/liaison with investors, administrators, and custodians for Fund Administration as it relates to the day-to-day operations for the fund.
• Address all inquiries with professionalism and timely response.
• Salesforce Systems Support – Monitor and cleanse Salesforce records on an as needed basis.
• Industry Research – assist the team in researching M&A prospects as needed.
• Client Liaison – support team in client relations, including scheduling meetings as needed. Address all communications with professionalism and timely response.

Your Expertise:

• Bachelor’s degree required.
• 1-2 years of finance or operations experience, though this is a flexible role, so more experience is welcomed.
• A preference for work in an entrepreneurial environment.
• Efficiency with Microsoft Office products and overall aptitude for utilizing technology to assist with business processing.
• Ability to perform technical analysis.
• Ability to interpret accounting/financial information.
• Excellent client service skills; superior written and verbal communication abilities.
• Proven ability to work both independently and as part of a highly functioning team.
• Ability to work efficiently under pressure with minimal supervision; ability to organize and prioritize multiple assignments and meet deadlines.

Additional Roles Available:

We are also looking for talented individuals that would like to help us continue to build a truly unique firm. If you offer top tier talent and entrepreneurial drive in the following areas, we’d love to talk with you:

• Financial services or software sales / business development (full-time or part-time)
• Financial services or software marketing, particularly content marketing (full-time or part time)
• Project management (part-time)
• Paralegal services / administrative (part-time)

Additional:

Health insurance (if full-time employee)

Equal Employment Opportunity

Horizon Partners is committed to providing equal employment opportunities for all employees and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person’s actual or perceived sex, and includes self- image, appearance, behavior or expression, whether or not different from that traditionally associated with a person’s biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.

Contact Info

Please apply by sending your resume + cover letter via the form below

General Software & Community Analyst / Associate, Investment Banking

Location: Remote (U.S.)
Type: Full-time
Title: Analyst to Associate (depending on experience)
Functions: Finance, Strategy/Planning, Business Development, Sales, Client Relations
Industries: Investment Banking, Financial Services, Private Equity, Strategic Consulting
Compensation: Competitive

Company Overview

Horizon Partners is a boutique M&A advisory firm that provides advisory services to low-funded, mid-market technology companies in the software and technology space.

Horizon offers every client a comprehensive view of transactional opportunities and a consultative approach to finding and realizing the best possible outcome. We take a hands-on, artisanal approach to M&A and are looking for candidates who are excited to contribute to Horizon’s growth.

Role Overview

As a General Software and Community Analyst you will focus your time on finding and building relationships with software and technology in various industries — particularly those with strong communities or similar elements. This will include canvasing markets, creating relevant content, conducting primary research, completing secondary research, managing a pipeline of active
prospects, etc. These efforts will directly impact the success of the firm. You will work closely with both junior and senior members of the Horizon team. The ideal candidate will be efficient, creative, outgoing, proficient in quantitative analyses, have meticulous attention to detail, and an entrepreneurial spirit.

Your Core Responsibilities:

• Sourcing – canvas various markets and identify potential clients
• Content Creation – Blog posts, LinkedIn posts, articles, podcasts, pitch decks, 1-pagers, etc.
• Analyze what creates vibrant communities, identify community-driven business models, segment different tech industries / niches driven by community growth
• Nurture campaigns – maintain and nurture a pipeline of potential clients
• Support senior team members and seamlessly handoff “top” prospects
• Industry Research – assist the team in relevant research projects (both primary and secondary)
• Client Liaison – support team in client relations, including scheduling meetings as needed. Address all communications with professionalism and timely response.

Your Expertise:

• Bachelor’s degree required.
• 1-5 (1-3 years for analysts; 2-5 years for associates) years of finance, consulting, or operations experience.
• A preference for work in an entrepreneurial environment.
• Efficiency with Microsoft Office products and overall aptitude for utilizing technology to assist with business processing.
• Ability to perform technical analysis.
• Ability to interpret accounting/financial information.
• Excellent client service skills; superior written and verbal communication abilities.
• Proven ability to work both independently and as part of a highly functioning team.
• Ability to work efficiently under pressure with minimal supervision; ability to organize and prioritize multiple assignments and meet deadlines.

Additional Roles Available:

We are also looking for talented individuals that would like to help us continue to build a truly unique firm. If you offer top tier talent and entrepreneurial drive in the following areas, we’d love to talk with you:

• Financial services or software sales / business development (full-time or part-time)
• Financial services or software marketing, particularly content marketing (full-time or part time)
• Project management (part-time)
• Paralegal services / administrative (part-time)

Additional:

Health insurance (if full-time employee)

Equal Employment Opportunity

Horizon Partners is committed to providing equal employment opportunities for all employees and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person’s actual or perceived sex, and includes self- image, appearance, behavior or expression, whether or not different from that traditionally associated with a person’s biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.

Contact Info

Please apply by sending your resume + cover letter via the form below.