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Financial Planning and Analysis Expert

2 months ago

Raleigh, North Carolina, United States Tiverton Advisors Full time
Job Description

Tiverton Advisors is a leading investment firm focused on the food and production agriculture sector. With a portfolio of $2.0+ billion in assets, the company provides tailored, long-term capital solutions to the industry.

We are seeking a highly skilled and proactive Senior Financial Analyst to join our Financial Planning, Accounting, and Compliance (FPAC) team. The ideal candidate will possess exceptional financial analysis and accounting acumen, as well as the ability to work in a dynamic environment.

Key Responsibilities
  • Analyze financial data and assist with preparing various dashboards and financial reports for the Investment Manager.
  • Assist with coding and managing expense reporting, including allocation of fund-related expenses.
Responsibilities for the Funds
  • Assist with investment reporting, forecasting, cash flow analysis, and month-end close reconciliations.
  • Help manage and assist with audits, compliance, and tax quarterly, yearly, and ad hoc requests.
  • Assist with cash management, monitoring credit lines, and calculating interest & fees.
  • Complete investor requests such as fund performance and special projects as they arise.
  • Develop and maintain robust internal controls over investments and fund reporting.
Responsibilities for the Portfolio Companies
  • Partner with portfolio company leadership to build out best-in-class financial reporting and dashboards, including various KPIs, benchmark reports, budget-to-actuals, etc.
  • Develop and participate in process improvement projects and internal control implementation.
Qualifications
  • Bachelor's degree in accounting, finance, economics, business, or other related majors.
  • 2-4 years of experience in public accounting, private industry, fund accounting, or a financial analysis role.
  • CPA required.
  • Fluent in Microsoft Office products, emphasis on Excel.
  • Strong quantitative and analytical capabilities coupled with excellent verbal and written communication skills.
  • Dedicated work ethic, commitment to enhancing the team, and problem-solving skills.
  • Entrepreneurial attitude and desire to work for a dynamic and successful organization.
Additional Information
  • Competitive compensation package with eligibility for an annual bonus based on individual and Company performance.
  • Generous PTO and paid holiday policy.
  • Benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k).