Job Description

• Own the company's financial planning and analysis, including annual budgets, long-range plans, and monthly/quarterly forecasts aligned to the sponsor's value creation plan
• Prepare and present board and sponsor reporting packages, including KPI dashboards, covenant compliance analysis, and variance commentary
• Manage lender relationships, including covenant tracking, compliance certificates, and periodic reporting required under credit agreements
• Partner with the CFO and sponsor deal team on capital structure decisions, including debt refinancing, add-on acquisitions, and dividend recapitalizations
• Lead financial due diligence and integration planning for M&A transactions, including post-close synergy tracking
• Own cash flow forecasting and working capital management to optimize liquidity across the business
• Develop and track value creation plans (VCPs) to drive long-term EBITDA improvement
• Support the annual audit process and coordinate with external auditors, lenders, and sponsor finance teams
• Drive process improvements and build scalable financial infrastructure to support rapid growth and exit readiness
• Build financial models supporting scenario planning, sensitivity analysis, and strategic decision-making for the executive team

Requirements

• 8-12 years of progressive finance experience, including experience in a private equity-backed or PE portfolio company environment
• Bachelor's degree in Finance, Accounting, or related field; MBA and/or CPA preferred
• Prior experience in investment banking, private equity, transaction advisory, or corporate development strongly preferred
• Deep understanding of credit agreements, covenant compliance, and lender reporting requirements
• Strong track record building board-ready materials and presenting to sponsors, lenders, or boards of directors
• Advanced financial modeling skills, including LBO, M&A, and scenario modeling
• Experience with add-on acquisitions, integration planning, and post-merger synergy tracking
• Proven ability to operate with high ownership in a lean, fast-moving finance organization
• Strong Excel and financial systems skills (Planful, PowerBI, Power Query, Tableau, SQL) preferred

Core Competencies

Demonstrates expertise in financial planning and analysis, including advanced financial modeling, cash flow forecasting, and managing lender relationships. Proven ability to prepare board-ready materials and drive value creation plans in a private equity-backed environment.

Highest-signal resume keywords

• Financial Planning And Analysis
• Advanced Financial Modeling
• Covenant Compliance
• M&A Integration Planning
• Cash Flow Forecasting

Hard Skills

• Financial Modeling
• Budgeting
• Variance Analysis
• KPI Dashboard Development
• EBITDA Improvement
• Covenant Tracking
• Scenario Planning
• Sensitivity Analysis
• Due Diligence
• Working Capital Management

Soft Skills

• Presentation Skills
• Ownership
• Process Improvement

Certifications & Qualifications

• MBA
• CPA

Industry Keywords

• Private Equity
• Investment Banking
• Transaction Advisory
• Corporate Development
• Credit Agreements

Tools & Technologies

• Excel
• Planful
• PowerBI
• Power Query
• Tableau
• SQL

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