Job Title:                                 Senior Financial Analyst

Job Classification:                 Full-Time

Reports To:                             Michael Cooke (CFO)

Location:                                 Remote

Salary Range:                         $70,000 – $90,000

COMPANY OVERVIEW:

TIGER 21 is the premier international peer membership organization for ultra-high-net-worth wealth creators and preservers. Our programs are designed to help Members navigate the challenges and opportunities that come with extraordinary success.  

TIGER 21’s 1,400+ Members make up the largest global network of ultra-high-net-worth wealth creators. Members come from a variety of backgrounds, including entrepreneurs, investors, top CEOs, and multi- generational wealth preservers who carry the responsibility of leading their family’s wealth preservation activities. The majority of TIGER 21 Members are first-generation wealth creators, and many are still actively engaged in entrepreneurial ventures.

Membership is by invitation only. Requirements for membership include demonstrated wealth of at least $20 million, with TIGER 21 Members collectively managing personal assets of $150+ billion. TIGER 21 conducts a comprehensive due diligence process for all incoming Members to ensure that our Member community is of the highest integrity. 

Membership in TIGER 21 is like having one’s own personal board of directors. Groups meet for a full day each month and are guided by a professional facilitator or “Chair”. Other benefits of TIGER 21 Membership include our private Member application which allows Members to engage with one another based on a variety of interests and topics; the TIGER 21 Annual Member Conference; educational, cultural, and experiential events and trips; and access to special benefits and services provided by our vetted partners. Every facet of our activities revolves around creating compelling value for our Members. 

Founded in 1999, TIGER 21 has offices in both New York City and Santa Barbara, California and a staff of 50+ employees that work from all over the U.S. and London. There are currently 110+ Groups (each comprised of 12-15 Members) in 45+ markets throughout the North America, Europe, Middle East and AsiaPac. TIGER 21 strives to have Groups in major markets throughout the world, building out the ultimate network for Members to develop meaningful relationships both locally, within their Group, and globally, with Members from around the globe.

TIGER 21 Members protect and grow their wealth, connect to an extensive network of other wealth creators, and enhance their lives with a Membership experience that is second to none.

POSITION SUMMARY:

We are seeking a full-time, fully remote Senior Financial Analyst to join our growing Finance department at TIGER 21. Reporting directly to the Chief Financial Officer, the Senior Financial Analyst will fill a key role within the Finance organization. As a private equity-backed company, TIGER 21 must maintain an extremely high standard of financial reporting to the Executive Leadership team and Board of Directors. This position will be responsible for managing the reporting, forecasting and analysis of TIGER 21’s business performance.  The position will provide critical financial analysis, oversight, and partnership with multiple operational leaders across the organization to assist in driving business decisions through fact-based, financial data and analytics.

The ideal candidate will have advanced financial competence, strong business acumen, deep knowledge of financial analysis tools and techniques, experience leveraging business intelligence and data analytics, and exceptional communication skills. Prior experience and educational background in accounting and/or corporate finance is required. 

This role will report to the Chief Financial Officer, and will also work closely with other Executives, finance team members and other internal and external stakeholders. While this is a remote position, it will require occasional travel to our New York City corporate headquarters (or to other offsite locations) for in-person collaboration.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Manage all aspects of financial reporting and key performance indicators to the Executive team and Board of Directors
• Develop internal budgets, forecast, and reports
• Develop departmental, functional and segment P&L’s and analysis including dashboards that highlight performance, profitability and trends
• Develop reporting metrics and other KPIs to assist in managing the business
• Partner with leaders across the organization to assist in driving business decisions through financial information, business intelligence and data analytics
• Collaborate with the IT / Data Analytics team to compile, organize and analyze operational data to produce actionable insights for business leaders
• Provide senior leadership with appropriate information and ad-hoc analyses to support business decisions
• Assist with preparation of quarterly Executive Team and Board Meeting materials
• Calculate, prepare and process monthly compensation disbursements for independent contractors and related accounting entries.
• Engage with contractors to communicate and approve payment amounts and respond to questions as needed.
• Organize, audit and maintain financial information in Excel and other enterprise-level software applications and analyze data for insights and trends
• Assist with month-end accounting entries, procedures, audits and other miscellaneous finance and accounting tasks as needed

DESIRED SKILLS AND KNOWLEDGE:

• Basic knowledge accrual accounting in accordance with U.S. GAAP
• Exceptional financial analysis competence, solid understanding of corporate finance concepts, and deep knowledge of financial analysis tools and techniques
• Highly proficient in Excel – deep financial modeling and data mining expertise; proficient in PowerPoint.
• Ability to translate high level ideas into financial or operating models
• Strong written and oral communication skills, able to synthesize and present data clearly
• Strong interpersonal skills – able to interface with team members of varying seniority and analytical ability

DESIRED EDUCATION & EXPERIENCE:

• 2-4 years’ experience in corporate FP&A or corporate development function; alternatively, 1-2 years of investment banking, strategic consulting, private equity, or transaction advisory diligence work
• Hands on experience using professional accounting software (NetSuite, QuickBooks, Xero, etc.) and other ERP systems
• Prior experience working with business intelligence and data visualization tools (Tableau, Power BI, etc.)
• Bachelor’s Degree in Finance or Accounting with strong academic performance.