About the role
Valuation & Liquidity Support: Support portfolio valuation and liquidity activities by maintaining valuation models, assessing financing, M&A (Mergers & Acquisitions), and IPO (Initial Public Offering) events, evaluating secondary transaction opportunities, and preparing analyses that support fair value conclusions, transaction assessments, and financial reporting. Portfolio Monitoring & Risk Management: Drive portfolio monitoring and risk management by assessing financial, operational, and liquidity developments across portfolio companies, identifying emerging risks and performance trends, supporting impairment, audit, and governance activities, maintaining forecast and reporting tools, and leveraging AI-driven capabilities to enhance insight generation and decision-making. Budget & Variance Analysis: Determine operating expenses compared to expected budget and projections; identify variances to provide insights to management and inform future projections and resource allocation. Financial Performance Analysis: Contribute to analysis of present and future financial performance of our businesses. Assist team members with research on financial plans, expected returns, resource allocation, investment opportunities, and operational metrics Forecasting & Planning: Assist in execution of annual business planning and forecasting processes. Gather insights and contribute to preliminary and adjusted forecast cycles. Financial Close Support: Provide support during financial close periods, ensuring timely and accurate reporting. Reporting & Modeling: Prepare recurring financial reports, forecasts, and presentations by leveraging data mining, business intelligence, and financial modeling to synthesize complex information into executive-ready analyses, dashboards, and portfolio insights that support Quarterly Portfolio Reviews, investment decision-making, and continuous improvements in data quality, reporting consistency, and financial effectiveness. Advanced Analytics: Leverage statistical analyses, predictive analytics, and financial modeling techniques to conduct sophisticated analyses. Business Partnership: Support decision-making for partners on expense and compliance questions related to reporting and analysis. Contribute insights for financial plans, variance analysis, resource optimization, investments and KPIs (Key Performance Indicators). Other: Embody our culture and values Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field OR Bachelor's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 2+ years experience in financial analysis, accounting, controllership, finance, or related field OR equivalent experience. Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 3+ years of post-graduate financial analysis, accounting, controllership or finance work experience OR Bachelor's degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 5+ years of post-graduate financial analysis, accounting, controllership or finance work experience OR equivalent experience. Venture Capital experience, exposure or acumen is a plus. Ability to synthesize data into clear business insights and recommendations.
