About the role
About The Company Our client is a leading private credit platform focused on providing financing solutions to middle-market businesses. The firm works closely with private equity sponsors to support buyouts, refinancing’s, and growth capital needs across a wide range of industries.
Responsibilities
- Provide analysis, financial modeling, and internal reporting to support the company’s financial performance
- Participate and support sensitivity analyses for new and existing business functions and product lines
- Collaborate closely with PM’s to monitor and track the performance of funds ensuring accurate and timely reporting
- Work with accounting team to understand financial trends, performance of variance analysis, and other financial reporting projects
- Create new and enhance existing internal financial reports
- Review external financial metrics included in marketing, investor, and other external communications
- Approval of all asset management marketing pitches and investor presentations
Requirements
- Bachelor’s degree required
- 4-8 years of related FP&A experience
- CPA or CFA preferred
- Experience at an asset manager required
- Experience using financial modeling software’s such as OneStream preferred
Salary Range $120,000-$140,000
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