Tech Stack

Description

As an Associate on a lean, cross-functional team, you'll work collaboratively with colleagues from diverse backgrounds to help private equity portfolio companies enhance financial performance through strategic FP&A initiatives. You will drive value creation by building reporting packages, forecasting tools, and analytical processes, while traveling extensively across Europe to work directly with clients.

Requirements

• Bachelor's degree in business, finance or economics.
• Master’s degree (MBA, MA in Finance etc.) is beneficial.
• Minimum 3 years+ experience at a top tier private equity firm, investment bank and/or consulting firm.
• Strong quantitative skills, highly organized and extreme attention to detail.
• Strong ability to leverage Excel to manage, simplify, analyze and present large and complex datasets.
• Strong financial modeling and corporate valuation skills.
• Prior experience preparing reports, presentations and memos with clear, succinct, and comprehensive writing.
• Experience working with cross-functional teams or departments.
• Demonstrated good judgement, initiative and ability to seek guidance when needed.
• Strong drive, motivation and adherence to highest professional standards.
• Additional European language skills are a plus.

Responsibilities

• Determine data availability and reliability and design structured processes to aggregate relevant data sets for reporting.
• Work with CFO, Sponsor, and Operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages.
• Develop reporting cadence and automated processes combining sound data flows and insightful KPIs for Board and management reporting.
• Train existing FP&A team to run and own process flows and forecast analysis tools.
• Complete diagnostic deep dives to identify root causes and corrective themes in budgeting and forecasting processes.
• Quarterback comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership.
• Build and maintain 13-week cash flow forecasts by coordinating with relevant departments.
• Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel.
• Design a singular finance function for consolidated businesses including headcount, budget, and roles.
• Develop detailed week-by-week training plans for team members.
• Select and implement a robust ERP solution for newly combined businesses.
• Build analytical tools and create template reporting.