Strategic Finance Specialist Milano

Strategic Finance Specialist
Milano
Lombardia, Milano

Who we are**:

When we launched Heritage, we did it with the idea of building a **next-generation fund, ** combining traditional investment sourcing and evaluation strategies with proprietary technology solutions and data-driven approaches.

We want to connect the most **elite families and entrepreneurs** globally with carefully vetted top-performing private market opportunities, by heavily leveraging our **digital products** to make the alternative investment market more **accessible, efficient, and connected.

Our team is proud of being **international and eclectic**, counting on the presence of **top-notch** individuals from a variety of **diverse backgrounds**: from private equity/ venture capital professionals and bankers to acclaimed software geeks, lawyers, and entrepreneurs.

**Do you have the skills to be our Strategic Finance Specialist?

As Strategic Finance Specialist, you will be part of defining and executing financial processes such as business planning, forecasting, and budgeting.

The goal is to create scalable solutions for long term gain.

Which means that when you join us you will have a unique opportunity to affect how we run and operate our finance department.

Further you will play a key role in creating:

- Budget and Business Plan

- Revenue and cost saving models and initiatives

- Optimizing the capital structure of the group

Finally, you will put your skills and knowledge to use by creating financial models in Excel to accurately project the future financial performance of the firm and analyze which initiatives can be implemented to further improve and scale the business.

**Who are you?

Are you an entrepreneur by heart with a strong academic track record?

Do you have 2-4 years of experience in** Investment Banking **or** Strategic Consulting**?

Combine this with your advanced knowledge of Excel (financial modelling, lookup functions), an analytical mindset with attention to detail.

Then we are looking for you!

We value curiosity, willingness to learn and a team player mindset.

You will have the opportunity to proactively participate in brainstorming sessions when we look for new ideas.

**What you will get

We offer you the chance to join a team in a scale-up with a flat structure without fixed bureaucracy where the distance between thought, action and result is short, fast and effective.

As a member of our team, you will enjoy:

- A highly competitive salary package.

- A hybrid work week with the freedom to work 1-2 days remote.

- Fun and educating offsites every quarter!

- A fast track to you career with responsibility, ownership and direct impact on the company.

**Process**:

CV screening> Screening assessment> Get to know us call> Team interview(s)> Logic & Attitude assessment> Final discussion> Offer

Our team counts 15+ nationalities and English is our working language.

All the assessments and interviews usually take place online - should you want to meet us in person, we will be more than happy to welcome you to our Offices in Milan or London.

Just drop us a line!

—

Heritage is an equal opportunity employer.

To limit human biases, the hiring decisions are made by a Hiring Committee.