Financial Analyst

Private Equity Financial Analyst. Future career opportunities to advance within the Family Office Portfolio

Position Specific Requirements

• Support the budgeting and forecasting processes, ensuring alignment with overall business strategy and financial goals.
• Perform detailed financial analysis on actual vs. budget/forecast results, identify key variances, and communicate insights to senior management.
• Act as a cross-functional business partner, providing support with financial analysis, KPIs, and strategic initiatives.
• Support long-term strategic planning and scenario analysis to ensure the company meets its financial objectives.
• Track and manage costs associated with product development, including materials and capital investment and provide recommendations for cost optimization and target achievement.
• Prepare ad hoc financial reports and analyses for leadership to support strategic decision-making.
• Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
• This is a fully in-office position Monday through Friday.

Qualifications

• Bachelor’s degree in business administration, Accounting, or Finance
• 2-5 years' experience in financial analysis / accounting.
• Strong financial modeling, forecasting, and budgeting skills.
• Advanced proficiency in Excel and financial analysis tools; experience with financial software (e.g., Adaptive, NetSuite) is a plus.
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts to non-finance stakeholders.
• Ability to work in a fast-paced, startup environment and manage multiple priorities.
• Strong attention to detail.

Knowledge/Skills/Abilities

• Developed Excel knowledge including basic and complex formulas and formatting.
• Ability to effectively present information and respond to questions from groups of managers, suppliers, customers, and the general public.
• Must be able to analyze financial statements, interpret and recommend courses of action to assist management in the successful operation of the business.
• Must be willing to work in a team environment and function with little direct supervision.
• Ability to perform reconciliation of Intercompany accounts, and General Ledger to subledger accounts.
• Understanding GAAP Accounting and ability to work with outside auditors

We offer benefits including major medical, dental, vision, 401K, and paid time off!