Save Job Back to Search Job Description Summary Similar JobsCompetitive PackageBased in New YorkAbout Our ClientOnline mortgage lenderJob DescriptionLead the annual budgeting, long-range planning, and rolling forecast processes.Own and continuously evolve the consolidated financial model to support strategic decisions and scenario analysis.Partner with the CFO on capital structure, funding strategy, and M&A analysis.Develop a deep understanding of the Company and consistently update and improve all financial and investor communication - including our Company teaser, Company overview presentation and investor materialsDevelop and deliver high-quality management and board reporting, including dashboards, KPI tracking, and financial insights.Serve as a key finance partner to senior business leaders, helping drive data-informed decision-making across the organization.Build and mentor a high-performing FP&A and corporate finance team.Help develop and execute a comprehensive investor relations strategy aligned with company objectives and market positioning.Serve as a primary point of contact for investors, analysts, and rating agencies; manage quarterly earnings calls and investor meetings.Craft compelling external communications, including earnings releases, investor presentations, and Q&A preparation.Participate in meetings and telephone calls with the Executive team, Finance Team and investors to discuss the Company's financial performance and strategyPlay a key role in planning, orchestrating, and preparing presentation materials for conferences and other external audiencesAssist in the fundraising process, including creating and handling investor materials and responses to due diligence requests; track details of communication with existing and prospective investorsEvaluate M&A and investment opportunities (both inbound and externally sourced) across our product vertical and beyond, including evaluation, financing and structuringPrepare ad-hoc analysis for Board or senior management, including financial models as neededMonitor industry developments, market trends and valuation and activity of publicly traded and private comparable companiesMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.The Successful ApplicantDemonstrated ability in a corporate finance, private equity or investment banking role (late-stage startup or high-growth public company experience a plus)BA / BS degree; major in finance, economics, accounting or mathematics preferredStrong financial modeling skillsAbility to convey strategic and financial messages in written materials, presentations, financial models and data analysisExcellent finance or investment project management skills with the ability to structure and execute deliverables with minimal oversightYou have excellent communication and relationship-building skillsStrong organizational skills and attention to detailYou are highly adaptable, and able to thrive in ambiguous or uncertain environments.Passionate about blending technology and financeKnowledge of SQL and Tableau is a plusWhile this is a leadership role, the ideal candidate is comfortable serving as a leader AND overall IC athlete, willing to execute any level of tasks required to get a project doneWhat's on OfferCompetitive PackageContactDarin ChenQuote job refJN-062025-6755497Job summarySectorBanking & Financial ServicesSub SectorCorporate Finance / Mergers & AcquisitionsIndustryFinancial ServicesLocationNew YorkContract TypePermanentConsultant nameDarin ChenJob ReferenceJN-062025-6755497