FP&A Analyst - LSP
East Hanover, NJ
Full Time
Leap Brands
Mid Level
Position Overview:
As a Private Equity FP&A Analyst you will play a crucial role in fund-level financial planning and analysis, due diligence processes, and internal collaboration with portfolio companies. This role offers a unique opportunity to apply your analytical skills and contribute to the strategic financial management of both the fund and its portfolio.
Responsibilities:
Fund-Level Financial Analysis:
- Conduct in-depth financial analysis to support fund-level decision-making.
- Develop and maintain financial models for fund performance evaluation.
Due Diligence:
- Lead financial due diligence processes for potential investments, collaborating with cross-functional teams.
- Assess financial risks, market trends, and operational performance of potential investments.
Portfolio Company Collaboration:
- Work closely with portfolio companies on financial planning, budgeting, and forecasting.
- Analyze and report on the financial performance of portfolio investments.
Financial Planning & Analysis (FP&A):
- Prepare and analyze fund and portfolio financial statements and reports.
- Collaborate with finance and accounting teams to ensure accurate and timely reporting.
Operational Optimization:
- Identify opportunities for operational improvement within the fund and portfolio companies.
- Provide financial insights to enhance efficiency and profitability.
Investor Reporting:
- Assist in the preparation of investor presentations and reports.
- Address inquiries and provide financial information related to fund and portfolio performance.
Cross-Functional Collaboration:
- Collaborate with internal teams, including legal, finance, and operations, to align financial strategies with business objectives.
- Ensure seamless integration of financial planning into overall fund operations.
Qualifications:
- Bachelor's degree in Finance, Business, or a related field.
- 2+ of experience in financial planning and analysis, preferably in private equity or related fields.
- Strong financial modeling and analytical skills.
- Knowledge of investment analysis, due diligence, and fund-level financial operations.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and MS Excel.
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