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Financial Analyst (Supporting Portfolio Company Valuations)

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Robert Half

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Location:
United States , Boston

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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Job Description:

A highly regarded investment organization is seeking a Financial Analyst to support portfolio company valuation processes and financial analysis within a dynamic Financial Planning & Analysis (FP&A) team. This role will focus on collecting, analyzing, and reporting critical financial and operational data used to evaluate investment performance. The position offers strong exposure to senior stakeholders and opportunities to contribute to strategic decision-making across the organization. The ideal candidate is analytical, detail-oriented, and intellectually curious, with the ability to manage multiple priorities in a fast-paced environment.

Job Responsibility:

  • Support quarterly portfolio company valuation processes, including data collection, analysis, documentation, and reporting
  • Aggregate, structure, and validate financial data to ensure accuracy and consistency
  • Analyze key financial and operational metrics from various reporting sources and prepare summary insights
  • Build and deliver reporting to support internal decision-making and performance evaluation
  • Identify process improvements to enhance efficiency and data quality across reporting workflows
  • Partner with cross-functional stakeholders to distribute and communicate financial insights
  • Contribute to broader FP&A initiatives, including trend analysis and ad hoc projects
  • Leverage technology and data tools to streamline processes and improve reporting capabilities

Requirements:

  • 2-4 yrs of professional experience (ideally FP&A or analytic in nature)
  • Advanced Excel and Power BI, Tableau, or other analytical tools exposure

Additional Information:

Job Posted:
May 13, 2026

Work Type:
Hybrid work
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