Upwell Water Senior Associate, Vice President
Core
Own internal financial modeling and FP&A, support new acquisitions and financings from diligence through close, and deploy AI tools to streamline workflows.
Role type
Senior IC finance and operations leader (valuation, modeling, M&A support)
Builds
Financial models, forecasts, FP&A framework, valuation models, investment analysis, due diligence reports
Domain
Water infrastructure and utilities (private equity/project finance)
Required skills
company valuation, Excel-based financial modeling, investment analysis, due diligence, transaction execution, investor relations, AI tool implementation
Preferred skills
private equity, project finance, hedge funds, investment banking, consulting (McKinsey/Bain/BCG with valuation focus), C-level executive presence
Technologies
Excel, AI tools for workflow automation
Responsibilities
Build and maintain financial models and forecasts; lead valuation and due diligence for acquisitions; support transaction execution; implement AI tools to automate workflows; represent the company with C-level executives and investors
Seniority
Senior, hands-on IC with direct senior leadership exposure