Strategic Finance Leader

3 days ago


Reston, Virginia, United States The General Partnership Full time

About the Role:

The General Partnership is seeking a seasoned finance professional to lead our Portfolio Finance & Analysis function. As a key member of our leadership team, you will be responsible for shaping our financial strategy and ensuring robust analytical oversight.

Key Responsibilities:

Financial Modeling and Analysis:

  • Develop and maintain complex financial models to support investment decisions and cash flow management.
  • Conduct in-depth financial analysis to inform investment strategies, including pro-forma capitalizations and liquidation scenarios.

Investment Support:

  • Collaborate closely with the investment team to provide critical financial modeling and analysis for transactions.
  • Interpret investment agreements to ensure financial models accurately reflect contractual obligations.

Strategic Financial Planning:

  • Lead the creation of fund models, multi-year investment plans, and quarterly forecasts.
  • Perform variance analysis and provide strategic recommendations to optimize investment decisions and fund performance.

Reporting and Communication:

  • Prepare and present comprehensive financial reports for leadership and investor updates, highlighting key performance metrics and strategic insights.
  • Develop investor models to effectively communicate fund performance and strategic initiatives.

Process Improvement and Automation:

  • Implement systems and tools to enhance the efficiency of investment processes, focusing on automation to reduce manual effort and improve accuracy and accessibility.
  • Lead initiatives to develop self-service financial tools for internal stakeholders.

Requirements:

Education and Experience:

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or equivalent experience preferred.
  • Minimum of 8 years in financial and investment analysis, with at least 3 years in a leadership role.

Skills and Competencies:

  • Exceptional analytical skills with a proven financial modeling and strategic analysis track record.
  • Proven work experience in financial analysis, investment reporting, and financial planning/budgeting.
  • Proficiency in U.S. GAAP and familiarity with venture capital financial structures.
  • Strong leadership presence with excellent communication and presentation skills.
  • Ability to thrive in a fast-paced, dynamic environment with minimal supervision.

Technical Proficiency:

  • Advanced Excel skills; experience with financial modeling software and databases.
  • Knowledge of financial systems and ERP software beneficial.


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