Skip to main content
McCarthy Search

Finance Associate

L5

northbound executive searchGlens Falls, NYtoday

Occupations

Financial Specialists, All OtherFinancial and Investment AnalystsAccountants and Auditors

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Finance Associate — Private Equity Firm (NYC) Finance Associate seat at a private equity firm in New York. Hybrid role spanning FP&A, accounting, and valuations, with direct exposure to the Controller, CFO, and deal team. Well suited for someone two to five years into their career who wants a cross functional view of how a private equity platform operates.
Responsibilities:
  • Support the quarterly close and financial reporting process for the management company and fund entities
  • Build and maintain FP&A models covering management company budgeting, headcount planning, and expense forecasting
  • Assist with the quarterly valuation process including data gathering, model review, and supporting documentation
  • Prepare materials for LP reporting, board meetings, and internal management reviews
  • Partner with the deal team on portfolio company financial analysis and ad hoc projects
  • Contribute to ongoing improvements in reporting, systems, and processes
Background: 2 to 5 years of experience in public accounting, FP&A, valuations, or a combination of the above CPA or CPA track preferred but not required Strong Excel and financial modeling skills Exposure to private equity, alternative assets, or a private company environment is a plus Personable and collaborative, with the ability to work across accounting, deal team, and senior leadership Detail oriented, organized, and comfortable managing multiple workstreams Compensation includes base, bonus, and a clear path for growth as the platform expands, targeting 150-200k total compensation. Hybrid schedule.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Glens Falls, NY

Occupation

Financial Specialists, All Other

Industry

Portfolio Management and Investment Advice

Posted

today

To get sharper similar jobs, create your profile using the link below.

Create profile