Job Description
Position Summary This role will be responsible for managing all FP&A processes while also developing and automating business reports to support decision-making across the organization. The ideal candidate will have strong analytical skills, a deep understanding of financial performance metrics, and proficiency in coding and report-building tools (such as SQL, Python, or Power BI).
This role requires a strong mix of strategic thinking, the ability to build and interpret financial models, and technical expertise in developing and automating financial reports and dashboards to deliver insights across the portfolio companies.
Key Responsibilities Financial Planning & Analysis - Lead the annual budgeting and forecasting process, working closely with senior leadership to ensure alignment of financial goals and business strategy.
- Conduct financial analysis to identify key trends, risks, and opportunities, providing actionable insights to senior management and stakeholders.
- Provide strategic recommendations based on in-depth analysis of financial performance, key business drivers, and market conditions.
- Develop and maintain financial models to evaluate investment opportunities, portfolio performance, and long-term financial planning.
- Collaborate with portfolio companies to provide financial support, guidance, and performance tracking.
Data Analytics & Reporting - Build and maintain automated reports and dashboards using tools such as ERPs, APIs, analytics tools, Excel, and Data Warehouse infrastructure to provide real-time insights into financial and operational data.
- Develop and streamline processes for data collection, ensuring accuracy and consistency across all business reporting.
- Use advanced data analysis techniques to provide insights into financial and operational performance and help guide strategic decisions.
- Prepare monthly financial statements and dashboards for internal operators of companies, and quarterly financial statements for credit partners, ensuring compliance with applicable covenants
Business Partnership - Act as a business partner to various departments, providing insights on financial performance, cost optimization, and operational efficiency.
- Work closely with executive leadership and business teams to ensure financial targets and performance metrics are being met across portfolio companies.
- Provide support for M&A activities, helping to assess the financial impact of acquisitions, integrations, and divestitures.
Team Leadership & Development - Mentor and guide junior team members, ensuring the development of a strong analytical team capable of executing complex FP&A and reporting tasks.
- Lead and manage the FP&A and analytics team, driving improvements in processes, systems, and performance metrics.
Technology & Automation - Continuously evaluate and implement new technology solutions to improve reporting efficiency, data accuracy, and analytical capabilities across the finance function.
- Develop and automate processes to reduce manual data entry and increase the speed and accuracy of reporting.
Qualifications - Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or advanced degree preferred).
- 7+ years of experience in FP&A, financial analysis, or business analytics, ideally within a private equity or family office environment.
- Strong knowledge of financial modeling, forecasting, and budgeting processes, with a proven track record of influencing business decisions through analysis.
- Proficiency in financial reporting tools (Power BI, Tableau, Looker etc.) and advanced Excel skills (pivot tables, v-lookups, complex formulas).
- Hands-on experience with coding and report-building tools such as SQL, Python, or R to automate and improve data reporting processes.
- Ability to communicate complex financial concepts clearly to non-financial stakeholders, including senior management and portfolio company leaders.
- Leadership experience with the ability to develop and mentor team members.
Key Skills & Qualities - Strategic thinker with a strong understanding of both finance and operations.
- Advanced analytical skills and the ability to synthesize complex data into actionable business insights.
- Proactive in identifying areas for improvement in financial processes and reporting.
- Strong technical abilities in data automation, report-building, and financial systems.
- Excellent communicator with the ability to collaborate across departments and present insights in a clear and concise manner.
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