This range is provided by Heisler Kopp LLC. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range
$125,000.00/yr - $135,000.00/yr
Additional compensation types
Annual Bonus and RSUs
Direct message the job poster from Heisler Kopp LLC
Executive Search | Accounting & Finance at Heisler Kopp Executive Search, LLC
Heisler Kopp Executive Search has been engaged by our client in search a high caliber Finance Operations Associate. This role is the absolutely perfect opportunity for a career growth orientated individual to exit Public Accounting Transactions Services into a premiere global private equity organization.
This role will be a key part of the Firms Finance Operations Team working across a $20B portfolio of companies.
My client provides generous compensation plan to include Base Salary, Annual Bonus and Equity. Additionally, the right candidate will have the opportunity, based on performance, to grow within the firm and be exposed to opportunities within growth related portfolio companies.
Portfolio Monitoring and Analysis:
- Maintain and develop the firms portfolio company reporting and benchmarking system.
- Build firm-wide and portfolio-wide dashboards and other reports in Power BI.
- Perform ad hoc analysis of portfolio company data for the leadership team, deal team and others to share insights and trends across the portfolio.
- Conduct periodic benchmarking studies to evaluate Saas metrics and compensation ranges across the firm's portfolio companies and other data sources.
- Ensuring that all portfolio company financial information is received on a timely basis, distributed to the appropriate stakeholders and entered into the firms reporting system.
- Produce the monthly Portfolio Review Report, Pod Reports, benchmarking and other analysis.
- Analyzing portfolio company dashboards and monthly reporting packages and proactively following up with portfolio company CFOs on key variances, trends and issues.
- Preparing financial reports and analysis to keep the firm's investment and operating teams up to date on financial results and performance including preparing the monthly portfolio review report and MD&A analysis.
- Completing detailed financial analysis and developing financial models.
Special Project Support:
- Assisting with the on-boarding of new portfolio companies including setting up reporting templates, assisting with purchase accounting.
- Support initiatives to improve the financial and operational reporting at portfolio companies including setting up Saas metrics dashboard (i.e., ARR retention analysis, bookings, etc.) reporting.
- Working with the operating team and portfolio company CFOs and management teams on a variety of finance, IT and operational special projects.
- Assist in implementation of ERP systems and adjacent systems at portfolio companies, through data review, process mapping, and analysis of data accuracy.
- Develop processes, procedures and financial models to assist portfolio company finance teams with analysis, budgeting and forecasting (i.e., cash flow forecast, budgeting/forecasting tools, etc.).
- Developing standardized best practices that can be rolled out to portfolio companies (i.e., standard board presentation, Excel reporting package tools, budget templates, cash flow forecasting templates, etc.).
- Assist with implementing IT tools, solutions, and systems to improve portfolio company finance automation, data analysis capabilities and business visibility.
Requirements:
- 2-4+ years of professional experience in financial analysis, data analytics, or private equity operations.
- Bachelor's Degree Finance/Accounting
- Strong preference for a CPA or CA Certification
- Solid understanding of accounting principles and finance concepts
- Exceptional analytical, Excel (pivot tables, etc.), financial modeling, and communication skills
- Saas software industry experience with a good understanding of Saas metrics and a demonstrated ability to quickly learn new business models
Note: This is an operations role not an investment role. The right candidate will be focused on pursuing a career as a private equity finance operating executive or a senior finance role at a portfolio company. *Relocation assistance provided for out of state candidates as this role is based in the Atlanta marketplace.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance, Accounting/Auditing, and Business Development-
Industries
Software Development, Technology, Information and Media, and Venture Capital and Private Equity Principals
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
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