Sr. Analyst/Associate

Firm: Solis Capital Partners, LLC Location: Newport Beach, CA Position: Associate (minimum 2 years of related experience) Required Availability: Immediate The Opportunity: Solis is seeking an exceptional and self-motivated individual to join its team.

The position will be an integral member of the investment team and support all aspects of the investment and portfolio management processes.

In addition, this unique role offers the opportunity to combine rigorous financial analysis and deal execution with direct, impactful involvement in the operational and strategic development of its investments.

The ideal candidate will have a strong finance background, proven analytical capabilities, and a passion for driving results.

Key Responsibilities: Financial Modeling & Valuation: Develop sophisticated financial models (LBO, M&A, DCF, etc.) to assess investment viability and support strategic planning.

Transaction Execution: Support all phases of the investment process, including structuring transactions, negotiating deal terms, and coordinating with legal and other advisors.

Portfolio Monitoring: Assist in monitoring the financial performance of existing portfolio companies, analyzing key performance indicators (KPIs), and preparing regular performance reports.

Strategic Financial Leadership: Work directly with portfolio company management teams to develop and implement financial strategies that support growth objectives, optimize capital structure, and enhance profitability.

Financial Planning & Analysis (FP&A): Lead or significantly contribute to the development of robust budgeting, forecasting, and long-range planning processes for portfolio companies.

Reporting & Analytics: Establish and refine financial reporting systems, providing timely and accurate financial statements, operational dashboards, and performance metrics to both internal stakeholders and management teams.

Cash Flow Management: Implement best practices for working capital management, cash flow forecasting, and liquidity optimization within portfolio companies.

Deal Sourcing & Evaluation: Assist in identifying, evaluating, and conducting due diligence on potential investment opportunities, including market research, competitive analysis, and financial modeling.

Qualifications: Education: Bachelor's degree in Finance, Accounting, Economics, or a related field from a top-tier university.

An MBA, CFA or CPA designation is a plus.

Experience: 2-4 years of experience in private equity, investment banking, management consulting, or a corporate development role with demonstrable financial modeling and analytical skills.

Technical Skills: Expert-level proficiency in financial modeling (LBO, M&A, DCF).Strong understanding of accounting principles (GAAP).Proficient in Microsoft Excel and PowerPoint.Experience with ERP systems (e.g., NetSuite, QuickBooks Enterprise) and business intelligence tools (e.g., Tableau, Power BI) is a plus.

Analytical & Problem-Solving: Exceptional analytical, quantitative, and problem-solving skills with a keen eye for accuracy.

Ability to synthesize complex financial data into actionable insights.

Communication: Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely to diverse audiences (management teams, investors, board members). Leadership & Interpersonal: Strong interpersonal skills, with the ability to build rapport and work collaboratively with diverse teams, including senior management, portfolio company employees, and external advisors.

Self-Starter & Proactive: Highly organized, proactive, and capable of managing multiple priorities in both fast-paced, demanding environments and in lull environments, and ability to take ownership of tasks and drives them to completion without significant supervision.

Ability to self-motivate and deliver outcomes.

Career Track: The candidate is expected to commit for a minimum of three years.

There is no limit for professional growth.

Compensation: Market competitive salary and discretionary annual bonus based on individual and firm performance.

To Apply: Interested candidates should submit their resume and a cover letter detailing their relevant experience and interest in this hybrid role to .