FP&A Analyst - LSP - Leap Brands

Position Overview:

As a Private Equity FP&A Analyst you will play a crucial role in fund-level financial planning and analysis, due diligence processes, and internal collaboration with portfolio companies. This role offers a unique opportunity to apply your analytical skills and contribute to the strategic financial management of both the fund and its portfolio.

Responsibilities:

1. Fund-Level Financial Analysis:

   • Conduct in-depth financial analysis to support fund-level decision-making.
   • Develop and maintain financial models for fund performance evaluation.

2. Due Diligence:

   • Lead financial due diligence processes for potential investments, collaborating with cross-functional teams.
   • Assess financial risks, market trends, and operational performance of potential investments.

3. Portfolio Company Collaboration:

   • Work closely with portfolio companies on financial planning, budgeting, and forecasting.
   • Analyze and report on the financial performance of portfolio investments.

4. Financial Planning & Analysis (FP&A):

   • Prepare and analyze fund and portfolio financial statements and reports.
   • Collaborate with finance and accounting teams to ensure accurate and timely reporting.

5. Operational Optimization:

   • Identify opportunities for operational improvement within the fund and portfolio companies.
   • Provide financial insights to enhance efficiency and profitability.

6. Investor Reporting:

   • Assist in the preparation of investor presentations and reports.
   • Address inquiries and provide financial information related to fund and portfolio performance.

7. Cross-Functional Collaboration:

   • Collaborate with internal teams, including legal, finance, and operations, to align financial strategies with business objectives.
   • Ensure seamless integration of financial planning into overall fund operations.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• 2 of experience in financial planning and analysis, preferably in private equity or related fields.
• Strong financial modeling and analytical skills.
• Knowledge of investment analysis, due diligence, and fund-level financial operations.
• Excellent communication and interpersonal skills.
• Proficiency in financial software and MS Excel.

Powered by JazzHR