What are the responsibilities and job description for the Financial Analyst - Private Equity position at Dagen?
The Firm :
A leading lower-middle market private equity firm focused on investing in founder led, vertically focused B2B technology and tech-enabled services companies with nearly $5 billion of assets under management.
Position Summary :
We are seeking a highly motivated and detail-oriented individual to join our team as a Finance Analyst / Associate. In this role, you will be responsible for financial planning, forecasting, and analysis to support our company's strategic initiatives. You will work closely with the finance and accounting teams to provide valuable insights and recommendations that drive informed decision-making.
Responsibilities :
- Perform financial modeling, budgeting, and forecasting activities to support the company's short-term and long-term financial goals.
- Develop and maintain financial reports, dashboards, and key performance indicators (KPIs) for monitoring and analyzing financial and operational performance.
- Conduct variance analysis to identify trends, risks, and opportunities, and provide actionable recommendations to management.
- Collaborate with cross-functional teams to gather relevant financial data and ensure accuracy and completeness in financial reporting.
- Assist in the preparation of management presentations, executive summaries, and other ad-hoc financial analyses as required.
- Participate in financial and operational audits to ensure compliance with internal controls and regulatory requirements.
- Support the preparation of fund-level financial reporting, including investor updates, performance metrics, and fund valuations.
Qualifications :
