Jobot
Strategic Finance Associate – Private Equity Portfolio Company
Jobot, Arbutus, Maryland, United States
Challenging & Varied Work + Seat at the table with private equity + Great leadership + Strong Career Trajectory
This Jobot Job is hosted by: Chelsea Piekarski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $130,000 per year
A bit about us:
This is a private equity-backed platform in the Eastern U.S. with an aggressive buy-and-build strategy. They’ve already closed two acquisitions this year, with more in the pipeline, and are building the infrastructure now to make future exits smoother and more lucrative. You’d work in lockstep with the CFO, the PE deal team, and portfolio support to ensure performance tracking, integration success, and sale readiness are all on point.
Why join us?
* High Autonomy – Lead key finance buildout * PE Exposure – Direct deal team access * Modern Tools – Salesforce, Planful, Intacct * Growth Culture – Fast buy-and-build pace * Equity Upside – Bonus + ownership potential
Job Details
We are seeking a Strategic Finance Associate to join a rapidly expanding private equity-backed platform in the Eastern U.S. This role will work closely with the CFO and senior leadership to drive data-driven decision-making and support aggressive growth through acquisitions. The ideal candidate will bring transaction experience, strong financial modeling skills, and the ability to work in a fast-paced, evolving environment.
Key Responsibilities:
* Partner with leadership to develop and maintain a comprehensive data cube, integrating KPIs, P&L items, and project-specific trends. * Support buy-and-build M&A strategy by assisting with due diligence, integrations, and ongoing portfolio performance tracking. * Leverage data tools, including Salesforce, Planful, and Excel-based models, to deliver actionable insights for operational and strategic initiatives. * Prepare for the eventual exit process by ensuring clean, accurate, and leveraged data to streamline sale readiness. * Collaborate regularly with the deal team, portfolio support team, and operations to maintain alignment on performance and strategy.
Qualifications:
* 2–3 years of experience in private equity, investment banking, transaction advisory, or related field. * Direct experience supporting multiple deals simultaneously (buy-side and/or sell-side). * Strong understanding of KPIs, operational finance, and data analysis in a PE context. * Familiarity with financial consolidation and forecasting tools (Planful, Sage Intacct, Pegasus) preferred. * CPA or relevant advanced degree a plus.
Compensation: $110-$130K base + 15–20% bonus + potential equity. Location: Eastern U.S. preferred; travel ~1x/month.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
This Jobot Job is hosted by: Chelsea Piekarski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $130,000 per year
A bit about us:
This is a private equity-backed platform in the Eastern U.S. with an aggressive buy-and-build strategy. They’ve already closed two acquisitions this year, with more in the pipeline, and are building the infrastructure now to make future exits smoother and more lucrative. You’d work in lockstep with the CFO, the PE deal team, and portfolio support to ensure performance tracking, integration success, and sale readiness are all on point.
Why join us?
* High Autonomy – Lead key finance buildout * PE Exposure – Direct deal team access * Modern Tools – Salesforce, Planful, Intacct * Growth Culture – Fast buy-and-build pace * Equity Upside – Bonus + ownership potential
Job Details
We are seeking a Strategic Finance Associate to join a rapidly expanding private equity-backed platform in the Eastern U.S. This role will work closely with the CFO and senior leadership to drive data-driven decision-making and support aggressive growth through acquisitions. The ideal candidate will bring transaction experience, strong financial modeling skills, and the ability to work in a fast-paced, evolving environment.
Key Responsibilities:
* Partner with leadership to develop and maintain a comprehensive data cube, integrating KPIs, P&L items, and project-specific trends. * Support buy-and-build M&A strategy by assisting with due diligence, integrations, and ongoing portfolio performance tracking. * Leverage data tools, including Salesforce, Planful, and Excel-based models, to deliver actionable insights for operational and strategic initiatives. * Prepare for the eventual exit process by ensuring clean, accurate, and leveraged data to streamline sale readiness. * Collaborate regularly with the deal team, portfolio support team, and operations to maintain alignment on performance and strategy.
Qualifications:
* 2–3 years of experience in private equity, investment banking, transaction advisory, or related field. * Direct experience supporting multiple deals simultaneously (buy-side and/or sell-side). * Strong understanding of KPIs, operational finance, and data analysis in a PE context. * Familiarity with financial consolidation and forecasting tools (Planful, Sage Intacct, Pegasus) preferred. * CPA or relevant advanced degree a plus.
Compensation: $110-$130K base + 15–20% bonus + potential equity. Location: Eastern U.S. preferred; travel ~1x/month.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.