Finance Associate
northbound executive searchNew York, NY
Finance Associate
northbound executive searchNew York, NYSenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOWFinance 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
Senior L5
Location
New York, NY
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
7 days ago