This role will support the Private CFO team across process improvement activities core financial reporting and forecasting.
Key Responsibilities
-Support and participate in key automation and process improvement initiatives
-Assist with ongoing deliverables including calculation and delivery of Firm equity and carried interest estimates to the Firms General Ledger
-Perform weekly monitoring and forecasting of current quarter projected investment related revenue including public market pricing FX impacts and private valuation estimates
-Produce quarterly PPNR revenue and balance sheet forecasts including assumption collection input validation and review of model outputs across revenue streams and related expenses
-Partner with cross functional Finance teams to enhance financial processes controls and systems
-Contribute to ad hoc analyses projects and initiatives as business needs arise
Required Skills & Qualifications
-Strong organizational communication and interpersonal skills
-Experience creating enhancing and maintaining process documentation
-Proficiency in Microsoft Office applications particularly Excel and PowerPoint; Power BI experience preferred
-Familiarity with financial systems such as TM1 is a plus
-Demonstrated attention to detail accuracy and adherence to deadlines
-Strong control mindset with sound problem solving and critical thinking skills
-Ability to manage multiple priorities effectively in a fast paced environment
-Working knowledge of private alternative investment structures and operations (e.g. Private Equity Real Estate Credit) preferred
-Bachelors degree in Finance Accounting or a related field preferred
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Contract
This role will support the Private CFO team across process improvement activities core financial reporting and forecasting.Key Responsibilities-Support and participate in key automation and process improvement initiatives-Assist with ongoing deliverables including calculation and delivery of Firm eq...
This role will support the Private CFO team across process improvement activities core financial reporting and forecasting.
Key Responsibilities
-Support and participate in key automation and process improvement initiatives
-Assist with ongoing deliverables including calculation and delivery of Firm equity and carried interest estimates to the Firms General Ledger
-Perform weekly monitoring and forecasting of current quarter projected investment related revenue including public market pricing FX impacts and private valuation estimates
-Produce quarterly PPNR revenue and balance sheet forecasts including assumption collection input validation and review of model outputs across revenue streams and related expenses
-Partner with cross functional Finance teams to enhance financial processes controls and systems
-Contribute to ad hoc analyses projects and initiatives as business needs arise
Required Skills & Qualifications
-Strong organizational communication and interpersonal skills
-Experience creating enhancing and maintaining process documentation
-Proficiency in Microsoft Office applications particularly Excel and PowerPoint; Power BI experience preferred
-Familiarity with financial systems such as TM1 is a plus
-Demonstrated attention to detail accuracy and adherence to deadlines
-Strong control mindset with sound problem solving and critical thinking skills
-Ability to manage multiple priorities effectively in a fast paced environment
-Working knowledge of private alternative investment structures and operations (e.g. Private Equity Real Estate Credit) preferred
-Bachelors degree in Finance Accounting or a related field preferred
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Contract
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