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We are looking for an experienced Vice President or Director of Finance to lead financial planning and analysis efforts within our organization. This role is pivotal in shaping financial strategies and providing insightful analysis to support decision-making across a portfolio of investments. The ideal candidate will bring a strong background in private equity, venture capital, or investment banking, along with expertise in capital structures, mergers and acquisitions, and financial forecasting.
Job Responsibility:
Oversee financial planning and analysis activities across portfolio companies, ensuring precise capital structure and cap table management
Develop fund forecasting models, liquidity plans, and scenario analyses to optimize financial outcomes
Conduct valuations and waterfall analyses for portfolio companies to support strategic decisions
Lead due diligence efforts and facilitate smooth execution of mergers and acquisitions
Collaborate with the investment team during the closing process for new investments
Utilize financial reporting platforms to deliver accurate and actionable insights
Provide strategic recommendations to senior leadership and managing partners
Manage and mentor a team, fostering growth and ensuring efficient workflows
Ensure compliance with financial regulations and industry standards in all processes
Requirements:
Minimum of 10 years of progressive experience in FP&A, corporate finance, or investment roles
Proven expertise in private equity, venture capital, or investment banking environments
Strong knowledge of capital structure modeling, cap tables, and financial forecasting techniques
Demonstrated success in managing mergers and acquisitions, including due diligence and deal closures
Advanced skills in financial modeling and valuation methods
Ability to excel in a fast-paced, entrepreneurial setting while managing multiple priorities
Exceptional leadership, communication, and stakeholder management capabilities
Familiarity with financial reporting systems and platforms
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