Strategic Finance, Capital Markets Analyst

Job not on LinkedIn

🕒 October 14

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Outforce

201 - 500 employees

💼 Consulting

🎯 Recruiter

☁️ SaaS

Consulting • Recruitment • SaaS

Outforce is a global offshore recruitment and outsourcing company, recognized for its innovative approach in connecting businesses with top-tier talent. Based in Australia and with significant operational presence in the Philippines, Outforce provides customized talent solutions to enhance productivity and reduce staffing costs for various industries. Offering transparent pricing and a commitment to client satisfaction, Outforce empowers businesses worldwide to effectively meet their staffing needs.

📋 Description

• Own lender and private equity request queues end to end, including intake, assignment, deadlines, drafting, review and release • Prepare lender and sponsor DDQ responses, follow-up question lists, investment committee materials and board reporting inputs • Produce recurring lender reporting packages, including monthly financials, rolling 13-week cash flow forecasts, variance analysis, compliance certificates and covenant calculations • Assemble data rooms and underwriting packages for refinancings, amendments, letters of credit and other credit facilities • Act as day-to-day finance contact for sponsor deal teams, lenders and advisors • Read and apply credit agreement definitions, reporting deadlines, cure periods and draw conditions • Run integrated EBITDA-to-cash-flow models covering 18–24 months forward • Own scenario and sensitivity analyses for collections, payables, revenue growth and cost actions • Maintain model discipline through version control, change logs, version bridges and tie-out checks • Partner with Treasury on weekly cash forecasts, revolver availability and letter-of-credit capacity • Reconcile the model to actual cash monthly • Build and defend GAAP EBITDA to Adjusted and Pro Forma EBITDA bridges with auditable support for addbacks • Test addbacks against credit agreement definitions, caps and quality-of-earnings standards • Track run-rate savings and synergies against actuals • Support outside advisors and QoE providers on diligence and assist Corporate Development with deal models, valuation and post-close integration tracking • Build and maintain AI-enabled workflows for DDQ drafting, model review, file checks and recurring requests • Pull and shape data from Deltek Vantagepoint, ADP, Databricks and Power BI using SQL or equivalent tools • Convert one-off analyses into documented, repeatable Finance tools and train colleagues • Review AI-assisted work so every number is traced to source before release

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics or a related field • MBA, CPA or CFA a plus • Consulting background required: transaction advisory / financial due diligence (Big 4 or national firm), restructuring or turnaround advisory, or comparable advisory work • Investment banking or leveraged finance experience also considered • Direct experience working with private equity sponsors and banks or private credit lenders: DDQs, lender reporting, QoE and addback support, covenant calculations, refinancings or amendments • Proven track record building and running integrated three-statement and cash flow models, including 13-week cash flow forecasts • Expert-level Excel: complex model architecture, dynamic scenarios, lookups and array formulas, Power Query, and models others can audit • SQL or equivalent data skills strongly preferred • Experience with Databricks, Power BI or similar tools a plus • Demonstrated, hands-on use of AI tools (Claude, ChatGPT, Microsoft Copilot or similar) in finance work • Ability to walk through specific AI workflows built and time saved • Working knowledge of credit agreement mechanics: EBITDA definitions and addback caps, leverage and liquidity tests, reporting covenants and cure provisions • Preferred: experience in engineering consulting, professional services or AEC; project-based accounting (WIP, unbilled, change orders); Deltek Vantagepoint • Precision under pressure • Credibility with sponsors and lenders • Ownership of requests from intake to answer • Builder’s mindset and automation ability • Clear communication of complex analysis

🏖️ Benefits

• Competitive compensation package aligned with your skills and experience • Night differentials pay to help maximize your earnings • Comprehensive HMO coverage, including a free dependent on Day 1 • Employee referral program with rewarding incentives • 20 days of annual leave • Engaging team activities and events • Build strong, high-impact connections with key stakeholders across the business • Take part in client engagement initiatives

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