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 ALTEA Healthcare is a leading healthcare organization committed to revolutionizing the delivery of outpatient/post-acute care. It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is