Overview:
Our client is a private equity fund manager targeting lower middle market investments in asset-intensive businesses across the energy, industrial, and transportation sectors. Their core investment mandate is partnering with capable management teams with solid assets and providing them the capital and strategic support to grow and generate cash flow over the long term.
The Senior FP&A Analyst is tasked with strategic planning, budgeting, analyzing operational and financial data, financial planning, ensuring forecasts are in order, planning, producing the budget, and periodic forecasting to aid senior management in decision making and connect senior management’s long term “strategic plan” to reality.
Role:
- Preparing financial models to support the management teams in their strategic and operational decisions across the Fund’s portfolio companies.
- Building annual budgets and forecasts at the business divisions and a consolidated budget for each enterprise.
- Creating consolidated cash requirements forecast from the individual portfolio company budgets.
- Analyzing past financial performance, preparing competitor analysis, examining market trends, and commentary for management.
- Analyzing previous budgets and forecasts and performing variance analysis to explain discrepancies.
- Evaluating discrete new and existing projects, investments, and assets to determine their validity and appraise their value.
- Recommending improvements and using financing structures such as debt and equity when appropriate.
- Supporting management in preparing business cases for financing counterparties.
Budget and Forecasting :
- Corporate performance management; develop the operating and financial plan required to achieve management’s strategic plan
- Rolling forecast
- Variance Analysis
Decision support and controls :
- Analysis of historical financials
- Variance explanations
- An updated forecast with risks and opportunities for the current plan
- Key Performance Indicators (KPIs)
- Financial Analysis
- Project Management
- Internal Audit
- Accounting
Management Reporting :
- Profit center
- Customer/producer profitability
- Performance Measurement
- Multi-dimensional reporting
- Expense/revenue allocations
Special Projects :
- M&A Forecasting
- Market Research: Competitor analysis and general market surveys to catalog market rates, competitive development, and sector-specific trends.
- Capital Allocation: Work will support capital allocation to each business and capital focus among divisions.
Qualifications:
- Bachelor’s Degree in accounting or finance, preferably a Master’s Degree.
- At least three years of experience working in the same or similar capacity for an accounting or management consulting firm. (preference)
- Ability to manage workload such that deadlines are consistently met.
- Effective communication skills and the ability to multitask in a fast-paced environment.
- Strong organizational & prioritization skills.
- Flexible, adaptable, and team-oriented.
- Strong interpersonal and computer skills, accuracy with numbers, and attention to detail are essential.
- Advanced Microsoft Excel capabilities.
- Analytical, inquisitive, and detail-oriented.
- Self-motivated and confident enough to defend methodology and outputs.
- Works well across the organization, including with multiple business teams.
- Strong written communications include comfort in presenting to senior management and the board of directors.
Job #: 1282
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