Finance Associate

L5

northbound executive searchNew York, NYtoday
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 aboveCPA 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.
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Level

SeniorL5

Location

New York, NY

Occupation

Financial Specialists, All Other

Industry

Portfolio Management and Investment Advice

Posted

today

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