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 associate (valuation, modeling, AI implementation)
Builds
Financial models, forecasts, FP&A framework, valuation models, investment analysis, and AI-driven workflow automation
Domain
Water infrastructure and utilities (private equity/finance)
Deliverable
production ML models | product features
Required skills
Excel-based financial modeling, company valuation, investment analysis, due diligence, transaction execution, AI tool implementation, C-level communication
Preferred skills
Private equity, project finance, hedge funds, investment banking, consulting (McKinsey, Bain, BCG), operations experience, water industry knowledge
Technologies
Excel, AI tools, automation platforms
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
