Financial Strategy Analyst
Aarista LLC is a U.S.-based healthcare technology company aiming to transform post-acute care. They are seeking a Financial Strategy Analyst to support financial transactions and governance processes, ensuring accurate and scalable execution of financial reporting and oversight.
Responsibilities
- Support financing and refinancing transactions, including data preparation, tracker updates, and documentation support
- Assist with capital-raising execution, lender requests, and transaction-related analyses
- Maintain accurate transaction logs and supporting schedules
- Own day-to-day production of financial project trackers (e.g., borrowing base, equity/ESOP trackers)
- Prepare recurring reports and supporting analyses for management, board, and lender reporting
- Ensure timely updates, version control, and data integrity across all assigned projects
- Support ESOP administration activities, including grant tracking, terminations, exercises, and employee inquiries
- Assist with capitalization table updates and reconciliation, under guidance
- Prepare supporting schedules and documentation for audits, valuations, and internal reviews
- Assist with recurring and ad hoc reporting requirements
- Execute against established templates and workflows with consistency and accuracy
- Flag data issues, inconsistencies, or execution risks early for escalation
- Contribute to the refinement of recurring templates and trackers as processes mature
Skills
- Bachelor's degree in finance, accounting, economics, or a related field
- 1–3 years of relevant experience in: Corporate banking, investment banking, consulting, or transaction advisory services OR strong internship experience in a bank or transaction-focused environment with full-time analyst exposure
- Strong Excel proficiency and comfort working with financial models, trackers, and transaction schedules
- High attention to detail and strong execution discipline to manage workflows
- Experience supporting: Financing or capital-raising transactions
- Capital tables and equity governance processes
- Credit facilities, covenant tracking, or lender reporting
- Comfort operating in high-growth environments
Benefits
- Extended health coverage, including medical, dental, and vision
- Participation in Aarista’s Employee Stock Option Plan
- Hybrid work arrangement (one day remote per week)
- Paid time off
Company Overview