Financial Analyst - Modeling

Brixey & Meyer Capital, a client of Brixey & Meyer, is looking for a Financial Analyst to join their team!

Join Us as a Financial Analyst!

Brixey & Meyer Capital (BMC) is growing, and we’re looking for a sharp and driven Financial Analyst to join our Portfolio Management team. In this role, you’ll play a key part in advising and supporting our portfolio companies across financial planning and analysis, while also working closely with our Senior Finance Officer and leadership team. You’ll make a direct impact by turning data into insights, asking “what if” questions, and helping drive the growth of lower middle-market businesses.

Your Responsibilities:

As a Financial Analyst, you will:

• Build and maintain complex financial models, including three-statement forecasts, liquidity analysis, exit strategies, and covenant testing.
• Monitor and analyze performance across BMC’s portfolio companies, providing insights and actionable recommendations.
• Draft investment memoranda and internal presentations to communicate findings to the leadership team.
• Partner with portfolio companies to support strategic financial and operational initiatives.
• Support the build-out of stronger data processes and reporting structures.
• Review and refine work products to ensure accuracy and logical presentation.
• Assist with special projects for the BMC Leadership Team as needed and proactively fill downtime with process improvements, scenario modeling, and research.

Your Qualifications:

To excel in this role, you need:

• Bachelor’s degree in Finance, Economics, or a related field (required)
• Strong financial analysis and modeling skills
• Strong understanding of how P&L, cash flow, and balance sheets connect
• Comfort working with large and imperfect data sets
• Proven project management ability with a track record of leading initiatives to successful completion
• Strong strategic thinking skills to evaluate opportunities and risks
• Curiosity, initiative, and the ability to ask questions that get to the “why” behind the numbers
• Excellent communication skills for engaging directly with C-suite executives

Why You Should Join Us:

At BMC, we take a partnership-driven approach to investing. With over $200M of committed capital and investments in 19 companies since 2015, we pride ourselves on combining growth capital with strategic and operational support. Joining our team means becoming part of a collaborative, entrepreneurial environment where your work will make a visible impact on companies and communities.

Apply Now!

If you’re curious, analytical, and ready to make an impact, we’d love to hear from you. Apply today and help us shape the future of growing businesses. Apply on our website or contact our team at [email protected].

Awesome Perks for Our Team:

Join Brixey & Meyer Capital, where your well-being and professional growth are our priorities. We are committed to creating an inclusive and supportive work environment where everyone can thrive.

• Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of.
• 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
• Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
• Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance.
• Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones.
• Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.

Brixey & Meyer Capital is an equal opportunity employer, who values diversity and is committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: $90,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Cincinnati, OH 45202