Tech Stack

Description

As an Associate in Strategic Finance, you will work on cross-functional teams to help private equity-backed companies improve financial visibility, planning, and analytics. You'll design reporting processes, build financial models, and train client teams, leveraging tools like Excel and PowerBI to deliver actionable insights. This role requires hands-on engagement with complex projects in a fast-paced, entrepreneurial environment.

Requirements

• Bachelor's degree in Finance, Accounting, or Economics
• Minimum 3 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• High attention to detail and advanced quantitative skills, especially in financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience and understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights clearly and succinctly
• Strong drive and motivation, adhering to high professional standards
• Ability to work collaboratively and independently in a team-oriented environment

Responsibilities

• Determine data availability and reliability and design a structured process to aggregate relevant data sets
• Work with CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
• Develop a reporting cadence and automated processes combining sound data flows and insightful KPIs
• Train existing FP&A team to run and own process flows and forecast analysis tools
• Complete diagnostic deep dives to identify root causes 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
• Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel
• Design a singular finance function for consolidated businesses, including headcount, budget, and role definitions
• Assist in developing detailed week-by-week training plans for team members
• Select and implement a robust ERP solution
• Build analytical tools and create template reporting