Senior Financial Analyst
Permanent Equity is seeking a Senior Financial Analyst to join their unique, passionate, and small business focused team. This individual will report directly to the CFO and will work closely with the finance and operations teams at our portfolio companies, as well as internally with the finance team at Permanent Equity. The ideal candidate will be as good at building relationships and communicating as they are at analyzing numbers.
Team Attributes:
PE invests in companies that care what happens next, because they care what happens next. They care about people – employees, customers, suppliers, and communities – and we want to promote personal and professional flourishing. They're a team of operators that values curiosity and grit. A great fit for the team is someone who loves small and medium businesses, enjoys helping establish processes and systems, understands the importance of reporting deadlines and can juggle multiple priorities at once.
Responsibilities:
Work with portfolio companies to prepare budgets, including cashflow forecasts
Monitor performance and review regular financials from portfolio companies
Prepare valuations of portfolio companies using discounted cash flow and market comparison models
Light bookkeeping/journal entries
Work with fund auditors, portfolio company accountants and tax preparers
Generate reports for operating partners, portfolio management and other stakeholders
Perform analytics on financial and operational data, including variance analysis
Communicate financial performance/expectations with key stakeholders
Identify areas of improvement for portfolio companies by evaluating past and expected performance
Assist with evaluating the financial durability of incoming acquisition opportunities
Requirements:
Bachelor's degree in finance, business, accounting, or related field
3-5+ years relevant finance or accounting experience
Foundational knowledge of financial planning and analysis (FP&A)
Proficiency in Excel and experience with accounting software (QuickBooks, NetSuite, Sage, etc.)
Keen attention to detail and an unwavering commitment to data accuracy
Excellent communication and problem-solving skills
Relationship-focused finance professional
