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Description
We’re seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work closely with portfolio companies, investment teams, and senior leadership to drive financial excellence and operational efficiency. Based in Lexington, KY, the SA will play a pivotal role in shaping financial processes, supporting key transactions, and fostering strong relationships across our organization.
Portfolio Company Management
- Oversee financial reporting compliance for 3–5 portfolio companies
- Review monthly financials, management discussions, and cash flow forecasts
- Support onboarding of new portfolio companies and CFOs
- Identify and implement improvements in financial close and reporting processes
Reporting and Analysis
- Provide financial insights and ad hoc analysis to senior leadership
- Support internal and external reporting processes
- Drive system and process improvements for reporting efficiency
- Lead or contribute to financial planning and analysis projects
Due Diligence and Pre-Transaction
- Participate in due diligence and integration planning for acquisitions
- Assist CFOs in preparing for exits and transaction readiness
- Understand and apply quality of earnings analyses
- Collaborate with investment teams on financial readiness
Executive Management
- Interview and support hiring of CFOs for portfolio companies
- Build trusted relationships with portfolio company leadership
- Coordinate executive onboarding and assessments
- Execute strategic projects aligned with organizational goals
Budget and Hoshin
- Establish and communicate budget timelines and expectations
- Review annual budgets and provide feedback to deal teams
- Support strategic planning and alignment of financial goals
- Monitor compliance with budgeting and performance plans
Board of Directors Activities
- Prepare financial materials for Board meetings.
- Ensure alignment of performance data with board standards
- Attend Board meetings and support related communications
Business Development
- Maintain relationships with industry contacts and firms
- Share potential deal opportunities with the Business Development team
- Represent the firm at industry conferences and events
Administrative Activities
- Support financial system implementations and reporting transitions
- Present at internal conferences and assist with communications
- Track time and expenses related to portfolio company activities
- Coordinate travel and logistics with administrative support
Execution & Accountability
- Own financial reporting processes for assigned portfolio companies
- Ensure timely and accurate submission of reports and expenses
- Communicate effectively with portfolio stakeholders
- Drive initiatives that support organizational goal
Requirements
- 6+ years of experience in finance, accounting, consulting, or transaction advisory services
- Bachelor’s degree in Finance, Business, Engineering, Accounting, or a related field
- Strong understanding of financial statements and accounting principles
- Proven leadership experience with executive presence
- Ability to manage multiple priorities and communicate effectively across teams
- Familiarity with investment metrics (IRR, MOIC, DPI) and fund accounting is a plus
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