Financial Planning Analyst

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.

For more information, visit the Audax Group website www.audaxgroup.com. or follow us on LinkedIn.

POSITION SUMMARY:

The FP&A Financial Analyst is part of a team responsible for designing and implementing processes that promote the long-term planning and analysis of Audax Private Equity, its affiliates, and its principals. The candidate will assist the company’s principals in making management decisions by working with various departments and external managers to develop integrated plans and budgets, as well as developing the systems driving the decision making. The ideal candidate is a self-motivated team player with strong technical skills able to materialize concepts into effective, concise, and timely analysis.

In addition to demonstrating a broad understanding of finance, investments, and accounting, candidates will be assessed based on their capabilities in three key areas:

• Developing and maintaining integrated firm-wide business models
• Performing recurring and ad hoc financial and operational analyses and reporting
• Assisting in the development and implementation of systems and processes

RESPONSIBILITIES:

• Updating existing and creating multivariable models outlining PE Business Unit P&Ls, cash flows, and capital requirements
• Running sensitivity and scenario analyses, which include tax impacts, around model inputs
• Updating projections based on actual data obtained from systems
• Tracing the impact of company level performance, cash flows, and balance sheet items to the principals’ personal positions
• Developing and conveying executive level summaries and recommendations as needed
• Executing weekly, monthly, and quarterly reporting packages
• Updating sale proceeds waterfalls for individual investments as well as funds, including estimates of carried interest
• Assisting in responses to fundraising and investor requests
• Compiling performance and holdings reporting
• Documenting as-is work-flow and offer recommendations on efficiency improvements

REQUIREMENTS/QUALIFICATIONS:

• 1-3 years professional experience in an analytical role developing financial models utilizing data driven systems
• BS in Finance, Accounting, Economics, or a related major, with a solid grasp of investments and an exceptional GPA
• Previous experience with alternative investments, especially private equity and hedge funds, a plus
• Intermediate experience with Microsoft products, specifically Excel
• Experience with Anaplan or other budgeting/forecasting software, fund accounting software, and SQL or Snowflake language a plus
• Good understanding of accounting a plus
• Demonstrated ability to break down complex concepts and explain them
• Strong organizational skills with the ability to multitask and prioritize workload
• Strong interpersonal and communication skills
• Keen attention to detail

LOCATION: Boston, MA. 2 days/week in office. These in-office requirements may change based on the needs of the business.

For Massachusetts only: The base salary range for this position is $70,000- $105,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance.

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Audax Management Co. is an equal opportunity employer.

Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.