Finance Operations Specialist

7 days ago


San Francisco, California, United States Activate Capital Full time
About Activate Capital

Activate Capital is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Our team of experienced investors and professionals is dedicated to accelerating decarbonization and strengthening our shared systems of energy, production, transportation, trade, and infrastructure.

Job Summary

We are seeking a highly skilled Finance & Portfolio Operations Analyst to join our team. This role will oversee critical areas of our data management processes, including systematizing all aspects of our portfolio and fund management needs, ranging from deal execution to portfolio data collection to investor reporting, and related analytics.

Key Responsibilities
  • Own the end-to-end portfolio data management process from portfolio financials & KPI collection to input, from completion tracking to quality control, from exporting the aggregated data for various connected workflows to concisely presenting the data for both internal and external use cases
  • Oversee the various data aggregation tools, including the third-party platforms for portfolio monitoring & fund cash flows, ESG metric collection, deal sourcing database, and due diligence/data room Q&A bank
  • Implement and execute best practices for storing portfolio company & fund-level data and for efficiently managing the maintenance, updating, and reporting of data across various workflows and functions of the Firm
  • Work with investment and finance teams to support the quarterly valuation process and investment cash flows management
  • Prepare ad-hoc financial models, analyses and presentations on fund and portfolio company performance for both internal and external use cases
Requirements
  • 2-4 years as an analyst in a financial/business data analyst program at an accounting firm, inside a company, or within a credit/commercial bank
  • Bachelor's degree required (Accounting or Finance a plus)
Location

This role is based out of our San Francisco office.



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