About the Firm
We are representing a growing private equity firm focused on investing in and scaling lower middle-market companies across various sectors. The firm works closely with portfolio company management teams to drive operational improvements and strategic growth. As they continue to expand our portfolio, they are seeking a highly analytical, proactive, and collaborative FP&A and Valuations professional to join our team in a newly created role.
Role Overview
The FP&A and Valuations Senior Associate will play a critical role in supporting financial oversight across the firm’s portfolio companies and assisting with fund-level valuation and reporting processes. This role will serve as a key link between the private equity firm’s senior leadership and the portfolio company finance teams, ensuring accurate financial reporting, actionable analysis, and consistent valuation methodologies.
This is an excellent opportunity for a finance professional with a strong analytical toolkit and a passion for private equity to gain high visibility and make a direct impact in a fast-paced, entrepreneurial environment.
Key Responsibilities
Portfolio Company Support & Oversight
Valuations & Fund-Level Reporting
Internal & Strategic Initiatives
Qualifications
What They Offer
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