Strategic Financial Analyst
6 days ago
At Boyd Consulting Partners, we are seeking a skilled Strategic Financial Analyst to join our team. This role offers an exciting opportunity to leverage your expertise in financial analysis and modeling to drive business growth.
About the Role
- We are offering a competitive salary of $90,000 per year, commensurate with experience.
Job Description
Key Responsibilities- Prepare quarterly valuations and projections for private equity investments, working closely with the investment team.
- Manage and track cash activity between funds and their investments, ensuring accuracy in valuation waterfalls.
- Analyze financial and non-financial data from various sources, including operating partner/portfolio company reporting, general ledger, and industry studies.
- Support quarterly reporting and audit processes, particularly regarding valuations.
- Assist in preparing reports and analyses for fundraising teams.
- Develop and maintain complex financial projection models across investment strategies.
- Create dashboard and reporting solutions using SaaS tools, Power BI, and Excel.
- Maintain monthly financial information provided by portfolio companies.
Requirements
Qualifications- Bachelor's degree in Accounting, Finance, or a related field. A CPA certification is preferred.
- 3-7+ years of experience in accounting/financial roles, preferably in private equity or investment company transactions.
- Strong knowledge of Excel, PowerQuery/Pivot, and data visualization tools.
- Experience building and maintaining complex financial models, budgets, and forecasts.
- Familiarity with AllVue, Chronograph, or Pereview is a plus.
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