What are the responsibilities and job description for the Strategic Finance Analyst position at Rockefeller Capital Management?
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.
Position
This position will be a part of the Finance organization, working as part of the FP&A team. The individual will be responsible for developing and maintaining three-statement, multi-year financial models to support key business decisions and assist in equity and debt fundraising.
Responsibilities
- Develop various types of financial models to value and analyze debt and equity for mergers, acquisitions, and capital raising transactions.
- Conduct financial performance analysis to identify trends, risks, and opportunities for business improvement.
- Perform Ad Hoc requests to support management decision-making.
- Run various scenarios within financial models to evaluate potential financial results depending on different levels of business and market performance.
- Develop presentations for senior leadership to communicate results of financial analysis.
- Collaborate with other departments, both within and outside of Finance to gather relevant data and support assumptions across various models.
- Work independently and regularly handle non-routine situations.
Qualifications
- B.S. in Finance, Accounting, Economics, or related discipline.
- 2-3 years in Strategic Finance, FP&A, Investment Banking, or Management Consulting
- Background in Financial Services strongly preferred.
- MBA and/or CFA preferred.
Skills
- Demonstrated advanced experience in financial modeling.
- Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data.
- Excellent Microsoft skills (Excel; PowerPoint) with ability to design and maintain complex financial models and to drive high quality financial presentations.
- Strong communication skills, both written and verbal.
- Ability to work well independently and as part of a team.
Compensation Range
The anticipated base salary range for this role is $105,000 to $115,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Salary : $105,000 - $115,000