Financial Planning and Analysis Associate

1 day ago


Chicago, Illinois, United States Tyree and D'Angelo Partners Full time
Job Title: FP&A Associate

We are seeking a highly skilled FP&A Associate to join our team at Tyree & D'Angelo Partners, a private equity investment firm focused on control investments in the lower middle market.

Job Summary

The successful candidate will work closely with our senior management team to execute accounting and finance functions, while also balancing ad hoc projects. Timely execution of portfolio company financial reporting, budgeting, and valuations is paramount.

Key Responsibilities
  • Provide effective financial analysis and management assistance for budgeting, planning, and reporting requirements
  • Assist with standing up financial operations for an operating company and training and developing accounting and finance team members
  • Develop and maintain controls over financial reporting, treasury, and risk management
  • Identify, monitor, and evaluate systems to report and summarize portfolio company KPIs
  • Assist portfolio companies with the execution of timely, accurate reporting of portfolio company financials and deliverables to firm management and Boards
  • Prepare financial diligence items and packages for lenders, investment bankers, and other key stakeholders
  • Perform quarterly valuations of portfolio companies using the income and market approach
  • Detailed tracking and calculations of portfolio cap tables and waterfall mechanics
  • Vendor assessments of accounting, payroll, IT, ERP, and other systems
  • Develop and maintain current knowledge on FASB and GAAP accounting pronouncements relating to private equity-backed portfolio companies
  • Ensure strict confidentiality with all matters within the role
Requirements
  • 3+ years of prior accounting and finance experience within public accounting (Audit or Transaction Services groups), FP&A, or strategic accounting and finance roles
  • Prior experience with valuation and business modeling
  • Prior experience with financial planning and analysis
  • Prior experience with accounting software, but not required
  • Advanced in Microsoft Office products
  • Bachelor's degree in accounting or finance required, advanced degrees a plus
  • CPA and/or CFA designation strongly preferred
Compensation

Highly competitive compensation consisting of base salary and an annual performance bonus.



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