Finance Manager

6 days ago


San Francisco, United States Venture Capital Full time

The operations team is looking to hire a key finance member to drive the portfolio company analytics process which will support investment decisions and be the basis of the valuations for our financials. This role will present meaningful insights to the firm and cultivate relationships with our portfolio companies. We’re looking for a polished professional interested in developing a deep understanding of our portfolio who can implement best practices for performance tracking.


Role: Finance Manager


Lean on your expertise in financial analysis to review company data submissions and board decks in order to understand performance, track trends and develop benchmarks across our portfolio

Produce high quality materials and effectively present your insights to the deal team partners to help support investment decisions

Leverage your enthusiasm for efficiency and technology to improve existing processes around portfolio telemetry and introduce changes that enable the team to scale

Manage the data collection process with our portfolio companies and partner with our third-party team to ensure that financials and KPIs are accurately reflected on the iLevel software platform

Lead the quarterly valuation process using your deep knowledge of our portfolio companies’ performance and their financial outlook to run public comps models and other quantitative and qualitative analysis to ensure our valuations are appropriate

Interact with portfolio companies as a resource and create programs to enhance relationships with their finance teams

Drive and effectively manage ad hoc projects - e.g. assisting with investment due diligence or portfolio finance requests

Collaborate with accounting team on reviewing outputs from fund administrator and reviewing & delivering fund financial statements

Collaborate with accounting team on fund cash management and ensuring timely and accurate processing of capital calls, distributions and fund transactions

Assist with audits and tax reporting related to funds

Working with CFO and VP Finance, take on projects in other operations functions to build out processes and tools to support other important functions such as investor relations or other key components of business


What we’re looking for:

5+ years of experience in a financial/analytical role at a VC/PE firm or in tech, consulting, or investment banking

Experience with venture capital deal structures and terms

Strong understanding of financial statements and analysis

High level of proficiency with Excel and presentation tools with sharp attention to detail and strong aptitude for numbers and accuracy

Ability to compile data, develop insights ,and communicate findings and recommendations to executive-level audiences

Solid understanding of software/ SaaS business models and KPIs

Strong critical thinking, organizational, interpersonal and relationship-building skills

Embraces ambiguity, enthusiastic willingness to learn, committed team player



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