Summary
The role reports to the Head of FP&A and will sit on a small team. It will be responsible for all budgeting and forecasting and strategic analysis. Looking for someone with strong Excel skills that wants to make an impact on a growing team at a leading PE firm!
Company Information:
• Leading Private Equity Firm
• 30+ Years in Business
• HQ in Fairfield Country, CT
• <5 min walk from train station
• Amazing benefits (healthcare, 401k/matching)
• Global Offices
• Great hours!
• Small finance team
• Friendly, team oriented culture
• Lots of exposure across the firm and to different teams
• Strong year after year performance!
Job Description:
• Support the annual budget process
• Conduct strategic analysis of data related to firmwide performance
• Assist with internal reporting to various stakeholders
• Help research and answer analytical questions
• Analyze current and past trends and conduct market and competitive research
• Provide thought leadership and track progress of strategic initiatives to inform decision
• Develop reporting of KPIs and other metrics for decision making
• Assist with various ad hoc projects
Requirements / Qualifications:
• Bachelor’s Degree
• 1-4 years of fp&a or core finance experience
• Financial services preferred
• Strong Excel and Modeling skills
• Strong attention to detail
