Finance Analyst- Private Equity

4 days ago

Austin, United States Burnett Specialists Staffing | Recruiting Full time

Prestigious private equity firm is seeking a Financial Analyst to contribute across a number of finance-related responsibilities including: financial planning, forecasting, portfolio and fund analytics, quarterly valuations, and other various analyses to support our company's strategic initiatives. You will work closely with the finance and accounting teams to provide valuable insights and recommendations that drive informed decision-making.


Essential Duties and Responsibilities:

  • Perform financial modeling, budgeting, and forecasting activities to support the company's short-term and long-term financial goals.
  • Develop and maintain financial reports, dashboards, and key performance indicators (KPIs) for monitoring and analyzing financial and operational performance.
  • Conduct variance analyses to identify trends, risks, and opportunities, and provide actionable recommendations to management.
  • Collaborate with cross-functional teams and portfolio companies to gather relevant financial data and ensure accuracy and completeness in financial reporting.
  • Manage our Portfolio Monitoring System by collecting and storing data to generate data for regular and ad hoc requests.
  • Assist in the preparation of management presentations, executive summaries, and other ad-hoc financial analyses as required.
  • Participate in financial and operational audits to ensure compliance with internal controls and regulatory requirements.
  • Support the preparation of fund-level financial reporting, including investor updates, performance metrics, and fund valuations.


Qualifications

  • Bachelor's degree in finance, accounting, or a related field. Advanced degree (e.g., MBA) or relevant professional certifications (e.g., CFA) are highly desirable.
  • 3-5 years of experience in financial planning and analysis, investment banking, private equity, or related roles within the financial industry.
  • Strong financial modeling and valuation skills with expertise in Excel. Experience with financial software (e.g., Bloomberg, Capital IQ) is a plus.
  • Ability to analyze complex financial data and generate actionable insights for decision-making.
  • Excellent communication and presentation skills.
  • Strong attention to detail, with the ability to work on multiple projects simultaneously and meet deadlines.
  • Proactive and results-oriented mindset, with the ability to work independently and as part of a team.
  • Knowledge of the private equity industry is advantageous.

  • Financial Analyst

    4 days ago

    Austin, United States Dagen Full time

    The Firm:A leading lower-middle market private equity firm focused on investing in founder led, vertically focused B2B technology and tech-enabled services companies with nearly $5 billion of assets under management. Position Summary:We are seeking a highly motivated and detail-oriented individual to join our team as a Finance Analyst/Associate. In this...

  • Financial Analyst

    3 days ago

    Austin, United States Dagen Full time

    The Firm:A leading lower-middle market private equity firm focused on investing in founder led, vertically focused B2B technology and tech-enabled services companies with nearly $5 billion of assets under management. Position Summary:We are seeking a highly motivated and detail-oriented individual to join our team as a Finance Analyst/Associate. In this...

  • Finance Analyst

    2 days ago

    Austin, United States UpEquity Full time

    About UpEquity UpEquity is a venture-backed real estate lending start-up that offers innovative financial technology products. Our flagship Trade Up product enables consumers to buy their next home without a sale contingency before they've sold their current home. The company recently closed on a Series C equity funding round and is looking for a...

  • Senior Associate, Finance Technology

    2 days ago

    Austin, United States Vista Equity Partners Full time

    Position Summary We are seeking a Finance Technology Senior Associate to join our dynamic Finance Technology Team at Vista Equity Partners. This role is integral to our team's ability to stay ahead of the curve in the fast-paced world of finance technology. The Finance Technology Senior Associate will collaborate with corporate accounting to transform...

  • Private Equity Advisor

    2 weeks ago

    Austin, Texas, United States Kingfish Group Full time

    About Our Firm\Kingfish Group has pioneered a new approach to private equity investing, focusing on people, ideas, and capital. Our unique structure comprises two core business segments: a private equity investment division and an advisory segment supporting high-performing PE sponsors.\\Job Summary\As an Associate, you'll work closely with our private...

  • HR Consultant, Private Equity Firm

    7 days ago

    Austin, Texas, United States MODSIW MANAGEMENT OF TEXAS, INC. Full time

    About the PositionWe are seeking an experienced HR Consultant, Private Equity Firm to join our team in the Professional Services Human Capital Management consulting practice. The successful candidate will work closely with clients to deliver all aspects of human resource managed solutions, including client development, contracts, and day-to-day client...

  • Finance Manager

    7 days ago

    Austin, Texas, United States Bay Equity Full time

    Job DescriptionWe are seeking a highly skilled Controller to join our Finance team at Bay Equity LLC, a direct mortgage lender. This is a full-time position responsible for all corporate accounting functions.The successful candidate will be responsible for managing the monthly, quarterly, and annual accounting close process, ensuring timely and accurate...

  • Finance Analyst

    2 days ago

    Austin, United States Aypa Power Full time

    Finance Analyst Aypa Power, a Blackstone portfolio company, is a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects that power our communities and cities. Our mission is to responsibly decarbonize the grid and make North American energy markets more affordable, sustainable, and efficient. Aypa is...

  • Renewables Project Finance Expert for Energy Storage Deals

    1 month ago

    Austin, Texas, United States ThinkBAC Consulting Full time

    Company OverviewThinkBAC Consulting is an industry leading renewable energy venture with strong private equity backing that focuses on the development, execution, and operations of dynamic utility-scale energy storage projects. Our company has accumulated over 9GW of projects in a relatively short period of time and is currently in an expansion phase which...

  • Analyst Private Equity Value Creation

    2 days ago

    Austin, United States LDR Full time

    Benefits: Bonus based on performance Competitive salary Opportunity for advancement Training & development Job Title: Analyst Company: LDR Advisory Partners Location: Based in Austin, TX, with flexibility for occasional hybrid work arrangements. About Us: LDR Advisory Partners is a boutique consulting firm specializing in operational support, revenue...

  • Real Estate Acquisition Analyst/Associate

    2 months ago

    austin, United States Selby Jennings Full time

    Selby Jennings is currently engaged with a leading Real Estate Private Equity firm in Austin, Texas. The team is looking for an analyst/associate to join their deal team, and be responsible for supporting the origination, underwriting, and execution of investments. Qualifications: Bachelor's degree in finance, business, or real estate and in good academic...

  • Real Estate Acquisition Analyst/Associate

    2 months ago

    Austin, United States Selby Jennings Full time

    Selby Jennings is currently engaged with a leading Real Estate Private Equity firm in Austin, Texas. The team is looking for an analyst/associate to join their deal team, and be responsible for supporting the origination, underwriting, and execution of investments. Qualifications: Bachelor's degree in finance, business, or real estate and in good academic...

  • Real Estate Acquisition Analyst/Associate

    2 months ago

    Austin, United States Selby Jennings Full time

    Selby Jennings is currently engaged with a leading Real Estate Private Equity firm in Austin, Texas. The team is looking for an analyst/associate to join their deal team, and be responsible for supporting the origination, underwriting, and execution of investments. Qualifications: Bachelor's degree in finance, business, or real estate and in good academic...

  • Private Equity Associate

    7 days ago

    Austin, Texas, United States 5 Legal Full time

    We are seeking a highly skilled Private Equity Associate to join our Private Funds group at 5 Legal.The successful candidate will have experience in representing clients in the formation of private investment funds, separate accounts, and other investment vehicles.Responsibilities will include advising on joint ventures, mergers and acquisitions, and other...

  • Investor Relations Associate

    2 months ago

    austin, United States Metis Search Full time

    Our client a global private equity firm are looking to hire an Associate into their Investor Relations team in Austin Texas. You will be involved in all aspects of Fundraising as well as managing relationships with existing investors. You will support project management, produce fund related presentations and respond to all investor queries on fund...

  • Investor Relations Associate

    3 months ago

    Austin, United States Metis Search Full time

    Our client a global private equity firm are looking to hire an Associate into their Investor Relations team in Austin Texas. You will be involved in all aspects of Fundraising as well as managing relationships with existing investors. You will support project management, produce fund related presentations and respond to all investor queries on fund...

  • Investor Relations Associate

    4 months ago

    Austin, United States Metis Search Full time

    Our client a global private equity firm are looking to hire an Associate into their Investor Relations team in Austin Texas. You will be involved in all aspects of Fundraising as well as managing relationships with existing investors. You will support project management, produce fund related presentations and respond to all investor queries on fund...

  • Finance Business Analyst

    2 days ago

    Austin, United States Finastra USA Corporation Full time

    OverviewFinance Business Analyst- FinStart Rotational Program, June 2025 Start Date Please kindly note, due to the upcoming holidays we will be in contact with you regarding your application from w/o January 6 2025. We are looking for talented and ambitious individuals to join our Finance rotational development program, this summer known as our FinStart...

  • Director Project Finance

    6 days ago

    Austin, United States Recurrent Energy Full time

    Company SummaryRecurrent Energy is a wholly owned subsidiary of Canadian Solar Inc. and is one of the world's largest and most geographically diversified utility-scale solar and energy storage project development, ownership, and O&M platforms. Recurrent Energy is focused on bringing low-cost clean energy and meaningful economic development to communities...

  • Director Project Finance

    5 days ago

    Austin, United States Recurrent Energy Full time

    Company SummaryRecurrent Energy is a wholly owned subsidiary of Canadian Solar Inc. and is one of the world's largest and most geographically diversified utility-scale solar and energy storage project development, ownership, and O&M platforms. Recurrent Energy is focused on bringing low-cost clean energy and meaningful economic development to communities...