Financial Analyst

Position Purpose We are seeking a technically strong Financial Analyst to support portfolio reporting and early‑stage diligence for new and follow‑on investments, freeing leadership to focus on strategy while ensuring high‑quality financial analysis and investment memoranda. This role drives accurate valuation updates, builds rigorous financial models, and helps create repeatable diligence and memo processes—based in Tulsa, OK. Responsibilities / Essential Duties Own quarterly portfolio reporting: gather data, update financial metrics, and deliver polished reports with minimal revisions Build and maintain detailed financial and valuation models for portfolio companies and prospective investments Produce first‑draft investment memos and diligence summaries for new and follow‑on deal opportunities Coordinate diligence information requests and communicate analysis findings with portfolio founders and internal stakeholders Support biannual valuation markings and collaborate with the investment team on valuation assumptions Align with the Managing Director to standardize memo templates, diligence workflows, and reporting processes Identify opportunities to streamline reporting and memo creation; prototype automation or AI‑assisted workflows over time Ensure accuracy and attention to detail across all deliverables; elevate material issues promptly Skills & Abilities Demonstrable advanced financial modeling skills (portfolio, valuation, or complex forecasting models) Proven experience producing investment‑style diligence memos or detailed financial analysis summaries Strong attention to detail and a methodical approach to reduce errors in models and reports Comfortable working in ambiguous, evolving environments and adapting priorities as the role changes Preferred Prior experience with portfolio reporting or valuation updates in an investment context Familiarity with automation tools or experience using AI to accelerate reporting/memo drafting Exposure to startup metrics and SaaS or recurring‑revenue business modeling Education and Experience Bachelor’s degree required; equivalent experience in finance, accounting, economics, or business administration. 3+ years of relevant finance experience (investment analyst, FP&A, valuation, PE/VC/IB/Big 4 or equivalent modeling exposure preferred) Experience and efficiency in Microsoft Outlook, Word, PowerPoint and Adobe Pro Hours and Location This position is based at 12 N Cheyenne Ave, Tulsa, OK 74103 A typical work week is Monday ‑ Friday from 8:00 a.m. – 5:00 p.m. The work week will occasionally vary with advance notice depending on scheduled programming and other events; may require evening or weekend hours for special events or tours Domestic travel required on occasion Ability to attend in‑person meetings Additional Requirements Valid Driver License and auto insurance, passport, and reliable transportation required #J-18808-Ljbffr Tulsa Community Foundation Default (ALL JOBS)