
Posted 82 months ago
Manager - FP&A SAAS - Private Equity Advisory
United StatesOn-siteFull-time
AI Summary
Senior FP&A professional supporting private equity portfolio companies in SaaS, building budgets, forecasts, and KPI dashboards to drive decision-making.
About this role
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.
What You'll Do:
What You'll Bring:
Skills
12- To 24-month ForecastingAdvanced Microsoft ExcelAI Tools AdoptionAlteryx (basic)ARR And Bookings ModelingBudgeting And ForecastingCash Flow ForecastingFinancial ModelingFinancial Statement AnalysisPowerPointRevenue Recognition KnowledgeSnowball/rolling Forecast ModelingSQL (basic)Tableau (basic)
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