Financial Analyst
4 days ago
About TAG
Equations govern the world, and at The Algebra Group, we master them.
We are a team of experienced and committed professionals dedicated to empowering enterprises of all sizes and supporting their growth by providing them with strategic insights at every stage of business progression. We are a one-stop solution for all their financial needs, including streamlined bookkeeping, insightful financial modeling, and powerful investor presentations. From providing comprehensive financial solutions to managed support services across the globe, we are the Partner to Success.
Why TAG?
• Fastest growing startup in the services and consulting industry
• Direct client exposure and live deal experience
• Diverse projects across financial modeling, valuation, accounting, research and transaction services
• Front-end exposure with Investment Banks, Private Equity and Fractional CFO mandates
• Accelerated learning curve with founder-led expert mentorship
• Young, collaborative, and high-energy work culture
• Focused on on-the-job learning and development
Roles and Responsibilities
The Financial Analyst Intern would be a key player in TAG's growth story, leading the vision from the front with the following roles:
• Build and update a variety of complex financial models, including but not limited to 3-statement models, LBO models, M&A models, and valuation models (DCF, relative valuation, etc.)
• Work on business valuation assignments, complemented by thorough industry research, competitive
benchmarking, and market sizing
• Create investor-focused marketing materials for live transactions, such as Confidential Information Memorandums (CIMs), Teasers, Pitch Decks, and presentations
• Analyze financial statements and apply accounting principles, key ratios, and capital budgeting techniques to drive deep financial and operational insights
• Organize financial data and maintain detailed client records and documentation
• Conduct critical evaluations of financial processes and outputs to ensure accuracy, compliance, and continuous
Requirements
The ideal candidate should have:
• 0 to 6 months of experience in financial modeling, investment banking, private equity, equity research, or related domains
• A sound understanding of financial statements, complex instruments, and accounting concepts
• A certification course in financial modeling & valuation/investment banking or other relevant courses
• A creative, detail-oriented mindset with excellent written and verbal communication
• Proficiency in MS Excel, PowerPoint, and Word
• A Bachelor's degree (any discipline); CFA/CA (qualified or pursuing) will be an added advantage
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