Crystal Equation
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Finance Associate V
Remote
Summary:
The Product Strategy team’s effort on industry intelligence requires a deep understanding of financial metrics and the ability to put together a detailed understanding of peers’ investment in this space by looking at public filings, analyst reports and own financial analysis.
Responsibilities:
Requirements:
Nice to Haves:
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Pay range is $50 - $55 per hour with full benefits available, including paid time off, medical/dental/vision/life insurance, 401K, parental leave, and more. Our compensation reflects the cost of labor across several US geographic markets. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience.
THE PROMISES WE MAKE:
At Crystal Equation, we empower people and advance technology initiatives by building trust. Â Your recruiter will prep you for the interview, obtain feedback, guide you through any necessary paperwork and provide everything you need for a successful start. Â We will serve to empower you along the way and provide the path for your professional journey.
For more information regarding our Privacy Policy, please visit crystalequation.com/privacy.
Finance Associate V
Posted: 05/27/2025
2025-05-27
2025-07-18
Job Number: 40767
Job Description
Finance Associate V
Remote
Summary:
The Product Strategy team’s effort on industry intelligence requires a deep understanding of financial metrics and the ability to put together a detailed understanding of peers’ investment in this space by looking at public filings, analyst reports and own financial analysis.
Responsibilities:
- Financial SoT (Source of Truth) for peers and the economy
- Source financial data on selected companies, based on both direct (e.g. company earnings, regulatory filings) and indirect sources (e.g. analyst research, financial datasets)
- Source financial data on select segments and industries
- Source financial data on the macroeconomy, both in the US and in select macro-regions
- Build and maintain proprietary financial models for select industry peers, based on publicly available information, assumptions and other available data
- Creating and continuously updating a repository of Metrics to assess strategic implications
- Build metrics and KPIs of financial performance for select companies, segments, industries and geographic regions
- Help size product opportunities, industry segments and likely performance of products or services
- Examine sales and other financial performance data to gain insights into product performance, user preferences, and market trends, to identify growth opportunities
- Design, build and circulate regular updates on the financial performance of select peers, with increasingly greater focus on anticipating financial performance and inferring strategic opportunities
Requirements:
- 8+ years as equity research analyst, investment banking, or financial analysis firm
- Equity research background
- Deep understanding of financial modeling, accounting and data analytics
- Familiarity with key datasets and vendors for financial analysis (e.g. CapIQ; AlphaSense; Bloomberg)
- High degree of analytical rigor and ability to work with complex, ambiguous, and unstructured data (i.e., triangulating between different data sources, spotting outliers/ inconsistencies, formulating hypotheses explaining the data, etc.)
- Proficiency in Excel/Google Sheets and basic SQL
- Ability to structure and build summaries/ storylines when given guidance from more senior team members
- Comfortable working in large cross-functional organizations
Nice to Haves:
- CPA
- Experience with market data and data on competitors
- MBA degree (or equivalent business background)
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Pay range is $50 - $55 per hour with full benefits available, including paid time off, medical/dental/vision/life insurance, 401K, parental leave, and more. Our compensation reflects the cost of labor across several US geographic markets. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience.
THE PROMISES WE MAKE:
At Crystal Equation, we empower people and advance technology initiatives by building trust. Â Your recruiter will prep you for the interview, obtain feedback, guide you through any necessary paperwork and provide everything you need for a successful start. Â We will serve to empower you along the way and provide the path for your professional journey.
For more information regarding our Privacy Policy, please visit crystalequation.com/privacy.