Portfolio Fp&A Senior Associate

Portfolio FP&A Senior Associate Overview

• The Portfolio FP&A Senior Associate role offers a dynamic opportunity within a leading private equity firm.
• Collaborate closely with Deal Teams, Investor Relations, Finance, and senior leadership to drive financial insights.
• Contribute to strategic decision-making processes by analyzing portfolio performance and financial metrics.
• Engage in sophisticated financial planning and analysis to support enterprise software and technology investments.
• Work on-site in a collaborative environment with opportunities for professional growth and development.
• Report directly to the Global FP&A Executive, ensuring alignment with organizational goals.
• Leverage your expertise to enhance the firm's financial operations and investment strategies.
• Contribute to a firm with nearly $10B in assets under management, specializing in enterprise software.

Portfolio FP&A Senior Associate Key Responsibilities & Duties

• Perform detailed financial analysis and reporting for portfolio companies to support investment decisions.
• Collaborate with cross-functional teams to align financial strategies with organizational objectives.
• Develop and maintain financial models to forecast portfolio performance and returns.
• Prepare and present comprehensive financial reports to senior leadership and stakeholders.
• Assist in the evaluation of investment opportunities and risk assessment.
• Support the preparation of budgets and financial plans for portfolio companies.
• Ensure compliance with financial regulations and reporting standards.
• Drive process improvements to enhance efficiency and accuracy in financial operations.

Portfolio FP&A Senior Associate Job Requirements

• Bachelor of Science (BS) degree in Finance, Accounting, or a related field.
• Minimum of 2 years of experience in financial planning and analysis, preferably within private equity.
• Preferred 6 years of experience in FP&A or related roles.
• Strong proficiency in financial modeling, forecasting, and reporting tools.
• Excellent analytical skills with the ability to interpret complex financial data.
• Effective communication skills to present financial insights to stakeholders.
• Ability to work on-site in a fast-paced and collaborative environment.
• Detail-oriented with a commitment to accuracy and compliance in financial operations.