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