Financial Analyst

This temporary role will support the Private CFO team across process improvement activities, core financial reporting, and forecasting.

Schedule: 5 days on-site

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 Firm’s 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
• Bachelor’s degree in Finance, Accounting, or a related field preferred