Finance Associate

At Baton, we’re on a mission to transform how small business owners navigate one of the most pivotal moments of their lives—selling their business. By creating a seamless, transparent, and empowering experience, we help owners understand the true value of what they’ve built, connect them with the right buyers, and guide both parties through a smooth, successful transition.

We’re a passionate team rooted in deep customer empathy, always driven by data, transparency, and big thinking. If you’re energized by the opportunity to help shape the financial backbone of a fast-growing startup, we’d love to meet you.

About the Role

We’re hiring a Finance Associate to join our Finance team. In this role, you’ll be responsible for updating, maintaining, and reconciling financials for small and medium-sized businesses on our internal valuation platform. You’ll conduct general accounting work on deals, including interpreting financial statements, performing reconciliations, and ensuring data accuracy across our systems.

You’ll work closely with the Head of Finance on strategic analyses, business operations improvements, and finance-related initiatives that help scale our processes and infrastructure. This role will also collaborate with the M&A team, Sales, and the Product team to ensure clean data, accurate valuations, and stronger handoff processes between teams.

This is a great opportunity for someone looking to grow into a career in M&A, Finance, or Business Operations.

What You’ll Do

• Update, reconcile, and maintain financial statements and records for SMBs within our internal valuation platform

• Perform general accounting work related to deals, including financial statement analysis, reconciliations, and data verification

• Conduct and maintain valuation models and analyses for a wide range of small businesses

• Collaborate with the M&A team to improve handoff processes, communication workflows, and standardized playbooks

• Partner with the Product team to enhance the accuracy and automation of financial data processing and valuation tools

• Interface with Sales and customer-facing teams to provide financial insights and support as needed

• Support the Head of Finance with analyses, strategic initiatives, and continuous improvement efforts across Finance and BizOps

What We’re Looking For

• Strong foundation in accounting principles, financial statement analysis, and valuation methodologies

• 2+ years of experience in financial analysis, valuation, investment banking, transaction advisory, public accounting, or related fields

• Expert-level Excel / financial modeling skills; experience with valuation tools or platforms is a plus

• Analytical and detail-oriented with a passion for solving complex financial problems

• Ability to thrive in a fast-paced, evolving startup environment

• Strong communication and collaboration skills across cross-functional teams

Bonus Points

• Experience working with SMBs or lower middle market businesses

• Exposure to M&A processes, deal structuring, or financial product development

• SQL or data analytics skills

At Baton, we are committed to building a diverse and inclusive team. If you’re excited about this role but don’t meet every single qualification, we encourage you to apply—we’re excited to meet people who can grow with us.