Portfolio FP&A Senior Associate Overview • The Portfolio FP&A Senior Associate role offers a dynamic opportunity within a leading private equity firm. • Collaborate closely with Deal Teams, Investor Relations, Finance, and senior leadership to drive financial insights. • Contribute to strategic decision-making processes by analyzing portfolio performance and financial metrics. • Engage in sophisticated financial planning and analysis to support enterprise software and technology investments. • Work on-site in a collaborative environment with opportunities for professional growth and development. • Report directly to the Global FP&A Executive, ensuring alignment with organizational goals. • Leverage your expertise to enhance the firm's financial operations and investment strategies. • Contribute to a firm with nearly $10B in assets under management, specializing in enterprise software. Portfolio FP&A Senior Associate Key Responsibilities & Duties • Perform detailed financial analysis and reporting for portfolio companies to support investment decisions. • Collaborate with cross-functional teams to align financial strategies with organizational objectives. • Develop and maintain financial models to forecast portfolio performance and returns. • Prepare and present comprehensive financial reports to senior leadership and stakeholders. • Assist in the evaluation of investment opportunities and risk assessment. • Support the preparation of budgets and financial plans for portfolio companies. • Ensure compliance with financial regulations and reporting standards. • Drive process improvements to enhance efficiency and accuracy in financial operations. Portfolio FP&A Senior Associate Job Requirements • Bachelor of Science (BS) degree in Finance, Accounting, or a related field. • Minimum of 2 years of experience in financial planning and analysis, preferably within private equity. • Preferred 6 years of experience in FP&A or related roles. • Strong proficiency in financial modeling, forecasting, and reporting tools. • Excellent analytical skills with the ability to interpret complex financial data. • Effective communication skills to present financial insights to stakeholders. • Ability to work on-site in a fast-paced and collaborative environment. • Detail-oriented with a commitment to accuracy and compliance in financial operations.