What are the responsibilities and job description for the Strategy Analyst position at Premium Merchant Funding?
Company Overview:
PMF is a leading financial services firm specializing in small business financing and strategic growth solutions. We offer innovative, tailored financial products to help businesses thrive and grow. Our collaborative culture fosters innovation, and our diverse team brings expertise from finance, strategy, and investment analysis to deliver comprehensive solutions for our clients.
The Opportunity:
PMF is seeking a Strategy Analyst to join our team. This role offers hands-on experience in strategic planning, financial analysis, and business development. You will work directly with senior leadership on high-impact projects that shape the company’s strategic direction, including portfolio management, competitive analysis, and identifying new growth opportunities.
Responsibilities:
- Contribute to strategic projects driving business performance, market positioning, and operational efficiency.
- Assist with financial modeling and analysis for investment opportunities and market entry strategies.
- Support due diligence processes for investments and acquisitions, focusing on risk and synergy assessments.
- Prepare presentations that translate complex data into actionable insights for leadership.
- Manage special projects that impact long-term growth and financial analysis.
- Create offer materials, including Indications of Interest and Letters of Intent.
- Support deal management and assist in the creation of investment evaluation memos.
Qualifications:
- A bachelor's degree in Finance or similar
- Strong analytical skills with high attention to detail and accuracy.
- Ability to handle complex problems diplomatically and maintain focus under pressure.
- Experience in fast-paced, high-volume environments is a plus.
Skills:
- Strong business acumen and project management abilities.
- Proficient in Microsoft Excel and PowerPoint.
- Exceptional written and oral communication skills.
