Chief Financial Officer – Private Equity, B2B Services – Texas, 78689
By Truenorth Executive Search, Inc. At Austin, TX, United States

Chief Financial Officer – Private Equity, B2B Services – Texas

Chief Financial Officer – Private Equity
By Proven Recruiting At Los Angeles, CA, United States
10+ years of progressive finance experience (PE, M&A, corporate development, strategy).
Must have worked directly for a private equity firm. Additional industry experience a strong plus (Combo of PE + Industry).
Experience in acquisitions and leading M&A integrations.
Financial modelling skills required (from PE, I-banking, corporate development etc.)
Execute the company’s strategic financial plan and manage relationships with key stakeholders.
Work with senior leadership on building, scaling, and leading a finance team.
Financial Operating Analyst - Private Equity
By Z Capital Group At New York City Metropolitan Area, United States
· Superior analytical, organizational, verbal, and written communication skills
· Highly proficient in Microsoft Excel, including direct financial modeling experience and other Microsoft Office suites applications
· Data analysis skills using Power BI, Tableau or similar a plus
Expected base salary range (based on experience): $80,000 - $110,000
· Support investment/operating teams in executing both portfolio-wide and portfolio company-specific strategic initiatives
· Continuously evaluating processes and procedures, implementing best practices where applicable
Portfolio Financial Analyst: Venture Capital/Private Equity Firm (Valuation/Cpa/Big Four)
By Fenway Search At Boston, MA, United States
Manage and reconcile portfolio company financial data in iLevel portfolio reporting package.
Become a contributing team member on projects to standardize accounting, finance and reporting of deal metrics for portfolio companies
Excellent record of academic achievement with an accounting and/or finance degree from a leading university
Exceptional analytical, Excel (pivot tables, etc.), financial modeling, valuation, and communication skills
Review transaction legal documents to understand respective portfolio company capital structures.
Work closely with investment team members to gain insight into portfolio company performance
Chief Financial Officer (Private Equity Backed, Tech-Enabled Services)
By Kensington International Executive Search At Greater Chicago Area, United States
Lead the finance and accounting function, while being a strategic partner to the CEO.
Manage budget and audit processes and provide reports to the board, including P/L forecasts and variance analyses.
Prior experience successful integrating acquisition leading to cost synergies and significant EBITDA improvement.
10+ years of progressively increasing financial leadership experience. Experience in a lower-middle market private equity-backed services business is strongly preferred.
Experience working at a strategic level as a partner to the CEO.
Technical financial skills with an operational orientation.
Private Equity Financial Analyst
By MidRail LLC At La Jolla Shores, CA, United States
·Excellent M&A/corporate finance modeling skills.
MUST HAVE: Prior 2-4 years of prior investment banking analyst experience at an established investment bank.
Bachelor's degree in engineering, math, economics, finance, economics, or similar degree from a top college; MBA a plus but not required.
·Strong understanding of corporate finance, accounting, and business in general.
·Strong problem-solving capability and analytical skills.
Source investment transactions and build investment thesis around innovative platforms ideas.
Financial Analyst - Private Client Group
By Raymond James At St Petersburg, FL, United States
Organizes financial information and prepares management reports in a format that can be quickly reviewed by management.
Bachelor’s degree (B.A) in business, accounting or finance and a minimum of three (3) years internal accounting experience.
Any equivalent combination of experience, education and/or training approved by Human Resources.
Performs other duties and responsibilities as assigned.
Advanced finance/accounting concepts, practices, and procedures.
Exercise initiative and problem-solving skills to independently resolve issues
Financial Reporting Associate - Private Equity
By SDL Search Partners At Boston, MA, United States
Big 4 / Public Accounting experience with Financial Services clients highly preferred
Corporate Private Equity / Financial Reporting experience is a plus
BS in Accounting, Finance, or related field
Opportunities for growth & promotion
Oversight of monthly journal entry preparation, review and related reconciliations
Extensive interaction with our fund & tax accountants
Chief Financial Officer - High Growth Private Equity Backed Pharma Services Platform
By William Street Partners Inc. At Raleigh-Durham-Chapel Hill Area, United States

This position will offer an attractive base salary and bonus opportunity along with a significant equity position.

Junior Equity Analyst/Financial Planner
By NBW Capital LLC At Boston, MA, United States
Conduct fundamental research as directed by the portfolio managers on individual stocks or industries.
With a strong knowledge of Bloomberg, generate and improve a series of quantitative screens and risk reports.
Undergraduate degree, preferably in finance, business, accounting or economics.
Quantitative analytical skills to be applied to report generation.
Knowledge of Bloomberg and how best to automate reports.
CFP certification, or a willingness to work towards obtaining a CFP.
Financial Reporting Analyst - $30B Aum Private Equity Fund - $130,000 Base Salary + Bonus
By Mission Staffing At New York City Metropolitan Area, United States
Develop an understanding of Financial Reporting and investor Reporting
Produce comprehensive fund reports detailing fund/investment/portfolio/platform-level performance and exposure analytics
Update and maintain models and performance metrics for certain investment strategies
Maintain track and transparency reporting for certain investment strategies
Collaborate with investment professionals, sales, and marketing to provide value-add performance analysis and complete tasks/requests from current/prospective investors
Produce monthly and quarterly fund reports and investor requests
Equity Research Analyst - Quant Finance & Ai/Ml Enthusiast & Financial Journalist
By Arta Finance At Mountain View, CA, United States
Write compelling, well-researched, and easy-to-understand articles, reports, and presentations for our users, leveraging your exceptional writing and financial journalism skills.
Bachelor's or Master's degree in Finance, Economics, Journalism, Communications, or a related field
Strong understanding of quant finance, AI, and ML concepts, tools, and applications
7+ years of experience in equity research, investment banking, financial journalism, or a related role
Knowledge of Python is a big plus
A highly competitive salary and benefits package, with ample opportunities for growth and advancement.
Chief Financial Officer Opportunity - Private Equity Backed Healthcare (Services)
By William Street Partners Inc. At Atlanta Metropolitan Area, United States

This position will offer a highly competitive compensation package which will include a meaningful equity position.

Are you looking for an opportunity to join a dynamic and fast-growing private equity firm? We are seeking a Financial Analyst to join our team and help us identify and evaluate potential investments. You will be responsible for conducting financial analysis, developing financial models, and preparing investment presentations. If you have a passion for finance and a strong analytical background, this is the perfect job for you!

Overview Private Equity Financial Analysts are responsible for providing financial analysis and support to private equity firms. They are responsible for researching and analyzing financial data, preparing financial reports, and making recommendations to the firm’s management team. Private Equity Financial Analysts must have a strong understanding of financial markets, financial instruments, and investment strategies. Detailed Job Description Private Equity Financial Analysts are responsible for providing financial analysis and support to private equity firms. They are responsible for researching and analyzing financial data, preparing financial reports, and making recommendations to the firm’s management team. Private Equity Financial Analysts must have a strong understanding of financial markets, financial instruments, and investment strategies. Job Skills Required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite, especially Excel
• Knowledge of financial markets, financial instruments, and investment strategies
• Ability to interpret financial data and draw meaningful conclusions
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Minimum of two years of experience in a financial analysis role
• CFA or CPA certification is preferred
Job Knowledge
• Knowledge of financial markets, financial instruments, and investment strategies
• Understanding of financial analysis techniques and principles
• Knowledge of accounting principles and financial statement analysis
• Understanding of financial modeling and forecasting
• Knowledge of corporate finance and capital markets
Job Experience
• Minimum of two years of experience in a financial analysis role
• Experience in private equity or venture capital is preferred
Job Responsibilities
• Research and analyze financial data to identify trends and opportunities
• Prepare financial reports and presentations for management
• Develop financial models and forecasts to support investment decisions
• Monitor and analyze market trends and investment performance
• Make recommendations to the firm’s management team
• Assist in the due diligence process for potential investments