Tech Stack

Description

You will work on lean cross-functional teams to solve complex financial and operational challenges for private equity-backed companies, such as designing reporting frameworks, building forecast tools, and consolidating finance functions. You'll collaborate closely with CFOs, PE sponsors, and operating teams to drive value creation.

Requirements

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus.
• Minimum 6 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 comprehensively.
• Strong drive and motivation, adhering to the highest professional standards in client and colleague interactions.
• Ability to work collaboratively and independently in a team-oriented environment, taking initiative and seeking guidance when needed.
• Comfortable managing projects with multiple complex workstreams while focused on a single workstream.
• Self-starter with a strong work ethic; full of entrepreneurial spirit.
• Ability to effectively communicate complex issues and solutions, and raise issues to senior team members.
• Team player who enjoys mentoring others and leading by example.

Responsibilities

• Determine data availability and reliability; design structured processes 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.
• Develop reporting cadence and automated processes combining sound data flows and insightful KPIs.
• Complete diagnostic deep-dive to identify root causes and key 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; deliver user-friendly reports.
• Design singular finance function for post-acquisition consolidation; assist in developing highly detailed training plans for each team member.
• Select and implement robust ERP solution; build analytical tools and create template reporting.