Qualifications

• Strong SQL & Data Manipulation Skills: Proficient in writing SQL and managing data from platforms like Service Titan and Sage.
• FP&A Experience with Analytical Rigor: Background in financial planning and analysis, with a focus on portfolio-level insights.
• Adaptability & Growth Mindset Toward Investment Roles: Willingness to transition from FP&A to investment-focused tasks, including M&A activities.

Responsibilities

• Data analysis and integration: Extract and consolidate data from various platforms to enhance financial reporting.
• Financial reporting and forecasting: Assist in forecasting and budgeting for portfolio companies, providing insights for investment decisions.
• SQL and BI tool utilization: Create and sustain data models and visualizations using SQL and BI tools like Power BI or Tableau.
• Cross-functional collaboration: Act as a finance liaison, working with operational and investment teams for efficient financial processes.
• Continuous learning and growth: Expand knowledge in portfolio company operations and prepare for deeper engagement in M&A analysis.

Benefits

• Opportunity for career advancement into investment roles including M&A work.
• Work within a well-funded investment firm environment that supports growth and development.
• Engage in continuous learning, enhancing skills in the financial analysis and investment domains.