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Financial Analyst

New Story Charity

New Story Charity

IT, Accounting & Finance
Mexico City, Mexico
Posted on Saturday, June 22, 2024

ABOUT THE ROLE
At New Story, we’re pioneering solutions to end the global housing crisis by empowering families to become land and homeowners in thriving communities! Through our dedicated investment unit, we are directing impact investment capital into overlooked segments of the global housing market. Our Fund will be focused on the development of affordable land, the most undersupplied yet critical part of the global housing value chain.

We’re seeking a Financial Analyst who is excited by our mission and is ready to change the global housing market alongside us. The individual in this role will help us align our financial strategies with our mission and goals, execute strategic investment plans, and design new processes to drive sustainable growth and success in financial analysis, reporting, risk management, and regulatory compliance.

WHAT YOU'LL DO

  • Develop reports, presentations, and conduct independent analysis including financial modeling assessing performance of potential new investments and existing portfolio companies.

  • Support senior members of the team with underwriting new fund investments, due diligence processes.

  • Conduct detailed financial analysis and generate reports to provide insights into New Story’s financial performance and trends.

  • Support the managing and monitoring of New Story Capital’s investments.

  • Compile quarterly and annual investor reporting and draft relevant updates and documents.

  • Partner with the Sr. Director of Impact Investments to implement risk management protocols to identify, assess, and mitigate financial risks effectively.

  • Partner with the finance team to assist with treasury operations, including cash flow management, investment strategies, and banking relationships, to ensure optimal liquidity and financial stability.

  • Deepen industry knowledge and contacts to help drive investment strategy and effectively conduct due diligence.

WHO YOU ARE

  • 1-3 years relevant finance experience in venture capital, private equity, investment banking, corporate finance, credit analysis, or impact investment

  • You have a keen understanding of an investment process

  • You have a keen understanding of the credit approval process

  • You possess practical investment experience, preferably with early-stage companies

  • You have strong financial analytical skills and a proven ability to work with large datasets in Excel spreadsheets in addition to database management

  • You are well-versed in financial modeling

  • You have a strong understanding of financial reports, accounting techniques and valuations, and are able to produce flawless, accurate, and timely reports with attention to detail

  • You possess excellent presentation and communication skills

  • You are curious and feel comfortable in different international contexts

  • You have a demonstrated interest in Latin America and commitment to social change through innovation and entrepreneurship

  • Fluency in English and Spanish required

  • Bachelor’s degree in Business, Finance, Accounting, Banking, Economics, International Development, or related field preferred, or equivalent professional experience with demonstrated results

REPORTING STRUCTURE

This role is an individual contributor role that reports to the Managing Director of Impact Investment.

LOCATION & COMPENSATION

We are prioritizing candidates in Mexico City, Mexico. Our offer will be commensurate with experience and location. Our general range for this role is MXN $500,000.00-700,000.00/year (before taxes).

BENEFITS

Health & Wellness. We believe in thriving communities and that starts with our team being happy and healthy. New Story currently covers 100% of Employee-Only premium costs for Major Medical Health Insurance through AXA and Life Insurance through MAPFRE. New Story will also cover 60% of premium costs for a team member's dependents. Additionally, team members are provided a Flex Benefit Card with a monthly allowance of $1,000 MXN for supermarket, food, and wellness expenses.

Aguinaldo. Team members receive a federal mandated holiday bonus equivalent to 15 days of pay on or before December 20. This amount will be pro-rated for team members within their first year at New Story.

Vacation Premium. On the first (and subsequent) work anniversary, team members will be paid their annual vacation premium bonus equivalent to the number of vacation days allotted for the year at a rate of 25%. Team members enjoy a base of 12 vacation days per year.

Unlimited Vacation after the 1st Year. We believe you should have a flexible schedule that makes space for family, wellness, and fun. For the first 12 months, you'll have 12 days of PTO, 14 paid holidays, and YOUR birthday off. After year one, you can enjoy an unlimited vacation policy. This time off is paid at the regular base rate of pay.

Summer and Winter Time Off. We believe rest is critical to getting results. We intentionally pause as a whole company twice per year. Team member enjoy July Fridays off as well as a Winter Week closure between December 24 and January 1.

5-Week Sabbatical after 5th Year. At the 5-year mark, we celebrate your hard work and dedication with a sabbatical. Team members take 5 weeks off fully paid to rest, recharge, and reflect.

Paid Parental Leave. Primary caregivers are given 12 weeks paid time off. Secondary caregivers are given 6 weeks paid time off.

Adoption Reimbursement. For families who are willing to adopt, thank you! New Story will reimburse eligible team members up to $180,000 MXN for adoption related expenses.

Intentional Gatherings. As a remote team, we recognize how valuable and rejuvenating in-person time can be. Whether it’s an all-company Team Summit, Fun Camp for fundraisers, or spontaneous department gatherings, we set aside budget to gather in-person to have fun, reflect, and plan together.

Improve Thru Learning. We believe in always learning and leveling up our skills. Whether it's paying for a conference, an online course, or books, an internal Hackathon, a Tea(m) Talk, or a lunch and learn, we invest in each team member so they can be the best at their craft.

Trips to the Field. It’s amazing to meet the families we help and see the homes up close and personal. You'll get to visit the work first hand in either Mexico or El Salvador. Prioritization will vary by role.


ABOUT NEW STORY

We pioneer solutions to end global homelessness. We work with local organizations around the world to build successful, thriving communities, and we are fully committed to researching and developing new ways of building better and faster. Since New Story started in 2014, we have built over 38 communities across 4 countries resulting in over 14,000 lives impacted through safe housing.

We’re a vibrant and energetic team based in Atlanta and Mexico City. Usually, you can find us drinking coffee or bubble tea and eating churros wherever we can find them.


ABOUT OUR CULTURE

Culture is #1 for us. We invest significant time, focus, and resources to building the best environment possible. Why? Over the course of the year we spend a large chunk of our time at work. So at New Story, we want our team to find fulfillment, autonomy, mastery, and joy at work. A workplace where you can bring your whole self.

At New Story, you can expect to find a culture that reflects our values:

Humble Pursuit Of Excellence. A combination of personal humility and intense professional will.

Express Gratitude and Empathy. How would you like to be treated? That’s how we strive to treat others. Always go above and beyond to do for others what you'd like them to do for you.

Improve Through Learning and Feedback. Learn why something worked or didn't work, then implement the learning into future actions.

Team of Founders. An extreme ownership mindset where you see a problem, take action, and go above and beyond to help the team.

Think Big, Breakdown, and Execute. Set big measurable goals, formulate a plan, then execute the plan with relentless focus.

Simplify. Do more with less. This applies to everything: marketing, design, team meetings, writing, operations, and beyond.

A WELCOMING PLACE FOR ALL

New Story strives to nurture a welcoming culture of shared values and radical candor for everyone. We welcome all applicants, regardless of background, to submit an application. Black, Indigenous, and people of color are especially encouraged to apply! We know we will only succeed if we have a team who brings a wide variety of perspectives and backgrounds.

As an equal opportunity employer, our hiring decisions are based solely on qualifications, merit, and business needs at the time of hire. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization.

Our goal is to impact 1 million people by 2030. Join us.