Finance Associate
Job Title: Finance Associate
Location: Orlando, FL
Company Summary: We are currently partnered with a fast-growing advisory firm specializing in lower-middle-market transactions, this company provides strategic guidance and deal execution services to business owners and investors across a range of industries. They are looking to expand their team by adding a Finance Associate who will support the business development team by managing internal sales operations and engaging with clients. This hybrid Finance Associate role is a great opportunity for fast growth and high visibility.
Finance Associate Responsibilities:
- Maintain and ensure accuracy of CRM data.
- Assist in qualifying leads and coordinating client intake processes.
- Attend pitch meetings and help transition deals to internal teams.
- Track pipeline activity and generate performance reports.
- Contribute to process improvements and sales enablement strategies.
Finance Associate Qualifications:
- At least 2 years of experience in M&A, investment banking, private equity, or related fields.
- Strong interest in sales operations and business development.
- Experience with CRM systems.
If you are interested in the Finance Associate position, do not hesitate to apply!
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