SUMMARY & RESPONSIBILITIES
Reputable, midsize and growing private equity firm headquartered in Clayton is looking for a hungry Finance Associate to join their team. The Finance Associate will report directly to the CFO and have a meaningful role in supporting acquisitions and divestitures of portfolio businesses. This will include modeling of return expectations, financial forecast modeling, sales data base analysis, customer and product line trend analysis, cost analysis, assistance/support of quality of earnings reviews, data room preparation and/or review, coordinating due diligence requests, assisting with the coordination of lender due diligence, and participation in investment committee discussions/presentations. It will not just be the preparation of such analyses that will lead to the candidate’s success but rather the evaluation and insights around turning the data into actionable information.
The Finance Associate will also have a meaningful on-going management/management support role. Support activities in this area could include reviewing monthly operating results, participating in monthly Operations Review meetings and quarterly President’s Forum meetings (i.e. Board Meetings), annual business plan evaluation, analysis of capital expenditure projects, assisting with the implementation of the automated financial reporting package, add-on acquisition support (see descriptions above) and other special projects (including preparation of bridge and sales analyses).
QUALIFICATIONS:
- Bachelor's in Accounting, Finance, or Economics; CPA or MBA preferred
- 2 to 3 years of experience post-graduation
- Strong Excel and data analysis/BI skills
- General accounting and financial analysis skills
- Cost accounting experience is a plus
- Public accounting experience is a plus
- M&A or underwriting experience, preferably involving due diligence is a plus
- Experience working with manufacturing or distribution businesses is a plus
- Self-starter
- Team player with good interpersonal skills
- Driven with a strong work ethic
- Willing to travel an estimated 15% to 20%
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