Financial Planning and Analysis Manager - Zeta Consulting Executive Search : Job Details

Exciting Opportunity: Associate/Senior Associate, Private Equity Portfolio Operations - Finance

Are you ready to make a significant impact in the private equity space? Join a dynamic firm with $5 billion in committed capital, specializing in control investments in middle-market businesses across manufacturing, industrial, distribution, and consumer sectors. Since our inception in 2005, we've grown from three founders to over 60 professionals, dedicated to driving substantial value creation and cash flow improvements within 12 to 18 months of investment.

We are seeking a motivated Associate/Senior Associate to support our Operating Team. This role offers high visibility, significant travel, and direct involvement with portfolio companies throughout each assignment.

About the Role & Firm:

• Strategic Impact: Lead the Finance-related F100 Day Value Creation plan, spearheading strategic financial and operational improvement projects.
• Key Functions: Establish and enhance the organization's Finance, Accounting, Treasury, and Tax functions.
• High Exposure: Collaborate closely with investment teams, portfolio company executives, and board members across various investment strategies.
• Career Acceleration: Experience faster career growth compared to your peers.
• Culture & People: Join a firm with a fantastic culture and a team of amazing individuals!

Key Responsibilities:

• Lead and support financial and operational improvement projects
• Conduct FP&A and financial modeling
• Drive strategic planning and budgeting processes
• Execute transformation plans immediately after acquisition
• Create clear and impactful presentations
• Perform market, company, and competitor research
• Structure and analyze data to draw insights about key business drivers
• Complete ad-hoc projects, analysis, and other duties as assigned
• Convince C-Level and Finance leaders to plan, execute, and measure key initiatives

Requirements:

• BA or BS with an excellent academic record; major in Engineering, Statistics, or Finance a plus
• Excellent analytical, financial, and problem-solving skills
• Prior financial modeling experience
• Entrepreneurial, creative self-starter; able to work independently with limited direction
• High learning agility; able to quickly get up to speed on new industries and areas
• Strong project management, interpersonal, and communication skills
• 3-7 years of experience at an accounting/consulting firm or a Fortune 500 company
• Advanced Microsoft Excel and PowerPoint skills; VBA and Tableau experience a plus