Finance Manager

Private Equity Firm – Finance Manager

Location: Foster City (4 days in office preferred)

Our client is a private equity firm with over $3.0 billion of capital under management, focused primarily on making long term, control investments in middle market businesses. This exceptional PE firm is looking for a Finance Manager to, among other tasks, work with the Finance team helping to manage the reporting of portfolio company data in the funds financial reporting, annual meeting presentations and in fundraising efforts as well as work closely with senior management on pro forma analyses

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POSITION DESCRIPTIO

• N:Manage portfolio data collection, monitoring, analytics, valuation, and reporting software, working closely with the deal team
• s.Lead the quarterly valuation process for all portfolio compani
• esMaintain and update valuation models utilizing market multiples, discounted cash flow analyses, precedent transactions, and other accepted valuation methodologi
• esManage the quarterly LP reporting of portfolio company data in coordination with the fund administrator and the Finance tea
• m.Manage the responding of LP portfolio data requests in coordination with the fund administrator and the Finance tea
• m.Help with gathering portfolio company data in coordination with the deal teams for fundraising investor presentation
• s.Work with senior management on pro forma analyses including fund capacity and IRR calculation
• s.Work closely with deal teams and Finance team to ensure portfolio reporting and deal team analysis are consistent, e.g., capitalization table
• s.Work closely with auditors, fund administrator, and Finance team on the annual aud
• itManage the quarterly and annual valuation process with the Valuation committee and the outside valuation fir

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DESIRED SKIL

• LS:Ability to establish solid relationships with all levels of an organizati
• on.High degree of organization and the ability to handle multiple tasks simultaneous
• ly.Anticipate the needs of the Finance team, deal teams and senior management for routine reporti
• ng.Demonstrate excellent verbal and written communication skil
• ls.Provide insightful, actionable solutions and outpu
• ts.Proven experience working in a fluid environment where a flexible approach is critical to succe
• ss.Ability to work both independently and collaborative
• ly.Use a creative and pragmatic approach to problem solving and thinking about ways to make financial reporting more efficie
• nt.Act with the highest level of integrity and ethi

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EXPERIENCE/EDUCAT

• ION:4–6 years of experience of experience in investment banking, corporate finance, M&A, leveraged finance, private equity, or a closely related
• roleExperience with venture capital or growth equity portfolio valuation prefe
• rredStrong financial modeling, analytical, and problem-solving capabilit
• ies.Bachelor’s Degree requi
• red.CPA or CFA prefer

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