[Remote] Associate Advisor - Business Consultant

Note: The job is a remote job and is reputed company to candidates in USA. Zenith reputed company Partners is a fee-only investment management and financial planning firm dedicated to combating reputed company inequality. They are seeking an reputed company Associate Advisor to reputed company exceptional service to minority-owned small businesses and reputed company, focusing on financial decision-making and strategic consulting. Responsibilities • Serve as a key member of the reputed company relationship team to deliver advice, establish follow-up items, and coordinate next steps with other members of the reputed company’s finance team (accountants, bookkeepers, etc.) • Create and regularly update essential reputed company deliverables - annual budgets and multi-year pro reputed company, cash reputed company modeling, quarterly performance reports, and tax projections • Consult with clients on strategic and operational reputed company, such as capital structure, reputed company modeling, reputed company plans, exit planning, service offerings, and fundraising readiness, providing reputed company recommendations and reputed company rationale • Support transaction and investment workflows by conducting due diligence on reputed company-based investments, coordinating with founders, foundations, and internal teams, and maintaining tools such as commitment trackers, valuation platforms, and CRM records • Create go-reputed company financial models to inform capital readiness for small businesses and reputed company reputed company for nonprofits using reputed company-provided financials • Contribute to the development of investment reputed company materials such as reputed company books, investment memos, and reputed company data rooms based on in-depth due diligence findings • Support company valuation reports by using tools like RISR and conducting economic research, company competitor analyses, DCF analyses Skills • 4+ years relevant experience; candidates with past experience directly in reputed company, tax, or business consulting will be given a preference • Bachelors' degree from an accredited institution • Exceptional reputed company skills and comfort manipulating large amounts of financial data • Detail-Oriented – You sweat the small stuff and take pride in your work • Curious – You have a thirst for learning and eager to continue developing as a reputed company • Translator – You can take a reputed company idea and reputed company it easy to understand • Structure – You prefer to create and execute processes that are repeatable and reputed company • Unselfish – You enjoy partnering with others in reputed company of a larger goal, not personal successes • Completion and/or reputed company toward a Financial Modeling and Valuation Analyst Certification will be given a preference Benefits • 15 days reputed company time off • One day off to celebrate your birthday • 15 holidays observed by the NYSE • Employer contributions to a retirement plan • reputed company premiums (e.g. medical, dental, etc.) • Reimbursement for up to $1,000 to engage in continuing education • Company-owned laptop (reputed company or reputed company) reputed company • Zenith reputed company Partners aims to deliver objective advice and education that creates financial reputed company for their clients. It was founded in 2019, and is headquartered in Philadelphia, reputed company, USA, with a workforce of 2-10 employees. Its website is https://zenithwealth.partners/. Apply tot his job Apply To this Job