Finance & Analytics Manager — Private Equity
Boston, MA - USA
Job Summary
Origin Staffing is partnering with a global private investment firm seeking a Finance & Analytics Manager to help turn complex private equity financial data into meaningful insights better reporting and more effective business processes.
This opportunity combines the substance of fund finance with the variety of analytics technology and business partnering. You will own important reporting and analytical workstreams supporting investor requests fundraising and internal decision-making while helping improve the tools and processes behind them.
Reporting to an experienced director you will join a hands-on team with strong finance and technical leadership. The opportunity is to bring your financial judgment take ownership of meaningful projects and continue developing your analytics capabilities with experienced colleagues around you.
Why This Opportunity Stands Out
- Build on your finance expertise in a broader role. Work with complex private equity fund structures and financial information across a global platform with exposure to Finance Investor Relations Investment Operations and investment professionals.
- Own the work and help improve how it gets done. Your contribution will extend beyond delivering a report. You will help determine the right approach explain the results and turn recurring challenges into more reliable efficient processes.
- Develop alongside an expanding analytics function. The firm is investing in data governance automation and practical applications of AI. You will help translate those capabilities into useful finance solutions while learning from leaders who remain actively involved in the work.
What You Will Own
- Investor and management analytics. Manage recurring and customized data requests supporting fundraising investor engagement and internal business needs. Take responsibility for understanding the request coordinating inputs validating results and delivering clear timely analysis.
- Cross-functional business partnerships. Work directly with finance leaders and partners across Investor Relations Operations Capital Markets and Technology. Clarify business questions recommend practical approaches and communicate findings and limitations to both financial and nontechnical audiences.
- Financial interpretation and data quality. Apply your understanding of fund accounting cash flows partnership allocations and investment performance to assess whether reported results make sense. Investigate discrepancies trace information to its source and explain the financial logic behind the numbers.
- Reporting and process improvements. Lead selected enhancements from identifying the problem through development testing documentation and adoption. Build or improve analytical models dashboards and automated workflows that reduce manual work and make information easier to use.
- More scalable analytics capabilities. Partner with data governance and technology colleagues to strengthen data definitions validation and documentation. Contribute to shared tools and applications including practical uses of AI-assisted development with an emphasis on accurate understandable and repeatable results.
What You Will Bring
- Relevant experience in financial analytics / fund finance or public accounting/advisory/ consulting serving investment managers.
- A strong accounting and financial analysis foundation. Private equity or alternative investment experience is strongly preferred particularly familiarity with fund structures capital activity investor allocations carried interest and performance reporting.
- A record of delivering useful data or process improvements. You have personally built or materially improved reporting analytical models or automated workflows and can explain the business problem your contribution and the resulting improvement.
- Clear communication and sound judgment. You are comfortable leading discussions with experienced stakeholders explaining complex financial concepts concisely managing expectations and knowing when to resolve an issue independently or involve others.
- Hands-on analytical skills and curiosity. Strong Excel capabilities and practical experience with tools such as Power BI Alteryx SQL Python or VBA are valuable. You enjoy understanding how information flows questioning inconsistencies and finding better ways to work.
You do not need expertise in every platform or a software engineering background. The priority is someone who combines financial depth demonstrated problem-solving and the ability to work credibly with business partners. Prior public accounting experience a CPA or CFA designation and exposure to data warehouses or AI-assisted workflows are additional advantages.
Your First Year
You will begin by learning the firms fund structures data sources and established reporting processes then take independent ownership of selected deliverables. As your understanding grows you will lead meaningful improvements and become a trusted partner for teams that depend on accurate financial information.