FP & A Associate

Job Description

The Candidate will be part of the team that will facilitate overall enterprise reporting, either directly or through others, including: 

Analysis: Perform comprehensive analyses across a wide range of topics including analysis of various business KPIs, Fund and Portfolio Company Performance, and/or Management Company Profitability; Synthesize findings and articulate recommendations clearly and concisely 

Reporting: Support processes related to quarterly Firm and Leadership meeting materials. Includes firm financial planning and budgeting, quarterly valuations, projected returns and fund performance analysis related to funds (sector, vintage, fund duration, value creation analysis, benchmarking and market analysis). 

Automation: Play a key role in the buildout of the FP&A system (Addepar), enhancing its functionality for generating meaningful dashboards and reports for decision support across the firm 

Financial Planning: Collaborate closely with the Management Company Controller and Funds Team on the management company budget and associated latest estimates as well as the fund budget including Revenue and Expense forecasting. Ensure data presentation is insightful and facilitates decision-making. 

Project Management & Coordination: Facilitate the timely execution of various projects and initiatives with staggered due dates coordinating efforts across multiple teams within the Firm 

Ad-Hoc Projects: Support ad-hoc analyses as they arise (e.g. private and public benchmarking, trends in rates, etc.) 

Data Management: Enhance financial and data management processes to ensure high-quality information flow; Focus on aggregating and scrutinizing data with a lens toward data quality and integrity 

Qualifications

• Bachelor’s Degree in Accounting or Finance or relevant experience; CPA or CFA a plus 
• 3 to 5 years of relevant work experience; Private Equity experience, mergers and acquisition experience and/or FP&A experience helpful 
• Strong analytical skills and financial acumen are essential 
• Love for and ability to synthesize large sets of data into meaningful analysis and create clear, simple presentations 
• Fully proficient in Microsoft Office (in particular Excel and PowerPoint); awareness of intelligent automation and business intelligence software