What are the responsibilities and job description for the Finance Associate position at Northbound Executive Search?
Finance Associate — Private Equity Firm (NYC)
Finance Associate seat at a private equity firm in New York. Hybrid role spanning FP&A, accounting, and valuations, with direct exposure to the Controller, CFO, and deal team. Well suited for someone two to five years into their career who wants a cross functional view of how a private equity platform operates.
Responsibilities:
- Support the quarterly close and financial reporting process for the management company and fund entities
- Build and maintain FP&A models covering management company budgeting, headcount planning, and expense forecasting
- Assist with the quarterly valuation process including data gathering, model review, and supporting documentation
- Prepare materials for LP reporting, board meetings, and internal management reviews
- Partner with the deal team on portfolio company financial analysis and ad hoc projects
- Contribute to ongoing improvements in reporting, systems, and processes
Background:
- 2 to 5 years of experience in public accounting, FP&A, valuations, or a combination of the above
- CPA or CPA track preferred but not required
- Strong Excel and financial modeling skills
- Exposure to private equity, alternative assets, or a private company environment is a plus
- Personable and collaborative, with the ability to work across accounting, deal team, and senior leadership
- Detail oriented, organized, and comfortable managing multiple workstreams
Compensation includes base, bonus, and a clear path for growth as the platform expands, targeting 150-200k total compensation. Hybrid schedule.