Senior Financial Analyst, FP&A Job at Northbound Search, New York, NY

b1JLazczMlJROVdMWWEzZmxlS2UycXBZbHc9PQ==
  • Northbound Search
  • New York, NY

Job Description

Our client is a highly regarded private equity firm looking to hire a Senior Financial Analyst. Daily performance includes performing analytics, preparing valuations and portfolio management presentations across all portfolio companies, producing management reports, on-board investments and proactively looking for opportunities to streamline processes.This hire will be responsible for:

Position Summary:

  • Build and maintain the company models and update models reflect new projections from equity research reports, press releases or other filings relating to fund performance
  • Perform quarterly flash and snapshot results with detailed commentary and analysis
  • Prepare monthly and quarterly financial results packages, including income statement analysis (budget to actuals, KPIs)
  • Analyze current and past trends in KPIs including all areas of revenue, costs, expenses and capex
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
  • Collaborate with IR team to help prepare materials for shareholder updates or other marketing materials, including financial updates and analyses of products’ performance, product guidance, etc.
  • Coordinate with bankers for any deal-specific advisory or financings, as well as quarterly communications and filings to remain in compliance with our debt covenants
  • Assist in preparing quarterly internal reporting deliverables to senior management, including Management Committee, Audit Committee, and CFO Earnings Packages
  • Assist in quarterly internal and external AUM reporting, earnings release, financial statements and related disclosures, as well as internal management decks and Investor Relations materials
  • Assist as needed with the monthly & quarterly AUM review and reporting process for all funds in accordance with the established AUM policy
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

Qualifications & Experience:

  • Proficiency in Microsoft Excel is required
  • Bachelor’s or Master’s degree in Finance, Accounting, Economics
  • 5-7 years of experience – in Banking or Public Accounting (prior analytical experience in forecasting, modeling, or financial analysis a plus)
  • Individual must have strong drive and initiative, ability to connect, collaborate and communicate effectively with all levels and the ability to take ownership of tasks and “run with it” to conclusion
  • Ability to work under pressure and adhere to deadlines while maintaining excellent attention to detail

About the Firm:

  • Compensation is very generous. The firm offers excellent benefits including fully paid medical, dental and vision benefits, excellent vacation policy and more.

Job Tags

Similar Jobs

Globe Life AO

Urgent Hiring | Remote Customer Service Rep | Work From Home | No Experience Needed Job at Globe Life AO

 ...Work From Home | Weekly Pay | No Experience Required | Start Immediately Globe Life AO is hiring fast ! Were looking for motivated individuals...  .... What Youll Do: Making outgoing calls, emails & chats from clients (training provided) Help clients enroll &... 

Vertex Sigma Software

Industrial Designer Job at Vertex Sigma Software

 ...Industrial Designer Schedule : Monday - Friday onsite (Friday being optional remote) Our Industrial Design team brings together visionary...  ...autonomous robotaxi vehicles and hardware that balance beauty, functionality, and social impact. We believe thoughtful design... 

BRONXTON

Fashion Designer - Menswear Job at BRONXTON

 ...Elegance in Men's Apparel Location: Sandy, UT Department: Design Reports to: Creative Director Employment Type: Full-Time...  ...~ Knowledge of garment construction, basic patternmaking, and textile properties suited to men's casual dressy and formal wear. ~ Outstanding... 

Sodexo

HR Assistant (FT) Job at Sodexo

HR Assistant (FT) Location Queens, NY : Working with Sodexo is more than a job; it's a chance to be part of something greater. You'll belong in a company and team that values you for you; you'll act with purpose and have an impact through your everyday actions; and you... 

Parks of Gainesville

Automotive Sales Consultant Job at Parks of Gainesville

 ...prior experience needed)Our award winning Sales department is looking for Sales...  ...and using Microsoft Office, accounting software, and proprietary sales programs* A personal...  ...Car Sales, Teacher, Bartender, Server, Entry-level, Experienced, Experienced Sales, Cold Calling...