Our client is a private investment firm combining capital, strategic insight, and engineering capabilities to build and scale complex businesses. They manage diverse asset strategies and collaborate closely with portfolio companies on operational, simulation, and engineering infrastructure.
Responsibilities:
Conduct in-depth financial analysis highlighting key trends, risks, and opportunities for the business
Develop and maintain robust financial models and reporting systems to provide timely, accurate, and actionable information to key stakeholders
Enable business visibility through robust analysis and presentation
Lead strategic and financial planning
Ensure compliance with applicable laws and procedures and maintain a framework for risk management and control
Ensure continuous adherence to annual planning and budgeting process, working closely with department heads to establish financial targets and metrics
Provide guidance on multi-year strategic planning, working closely with department heads to establish enterprise goals, departmental strategies, and financial plans
Requirements:
Bachelor’s degree in finance or accounting
7-12 years of FP&A experience within private equity, investment banking, and/or credit banking
Experience with system implementations and strong project management skills
Experience working on portfolio company or group-level financial analysis
Experience managing a team across multiple geographic locations is a must
Stamford, Connecticut