Job Opportunities API

Description We’re seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work closely with portfolio companies, investment teams, and senior leadership to drive financial excellence and operational efficiency. Based in Lexington, KY, the SA will play a pivotal role in shaping financial processes, supporting key transactions, and fostering strong relationships across our organization. Portfolio Company Management • Oversee financial reporting compliance for 3–5 portfolio companies • Review monthly financials, management discussions, and cash flow forecasts • Support onboarding of new portfolio companies and CFOs • Identify and implement improvements in financial close and reporting processes Reporting and Analysis • Provide financial insights and ad hoc analysis to senior leadership • Support internal and external reporting processes • Drive system and process improvements for reporting efficiency • Lead or contribute to financial planning and analysis projects Due Diligence and Pre-Transaction • Participate in due diligence and integration planning for acquisitions • Assist CFOs in preparing for exits and transaction readiness • Understand and apply quality of earnings analyses • Collaborate with investment teams on financial readiness Executive Management • Interview and support hiring of CFOs for portfolio companies • Build trusted relationships with portfolio company leadership • Coordinate executive onboarding and assessments • Execute strategic projects aligned with organizational goals Budget and Hoshin • Establish and communicate budget timelines and expectations • Review annual budgets and provide feedback to deal teams • Support strategic planning and alignment of financial goals • Monitor compliance with budgeting and performance plans Board of Directors Activities • Prepare financial materials for Board meetings. • Ensure alignment of performance data with board standards • Attend Board meetings and support related communications Business Development • Maintain relationships with industry contacts and firms • Share potential deal opportunities with the Business Development team • Represent the firm at industry conferences and events Administrative Activities • Support financial system implementations and reporting transitions • Present at internal conferences and assist with communications • Track time and expenses related to portfolio company activities • Coordinate travel and logistics with administrative support Execution & Accountability • Own financial reporting processes for assigned portfolio companies • Ensure timely and accurate submission of reports and expenses • Communicate effectively with portfolio stakeholders • Drive initiatives that support organizational goal Requirements • 6+ years of experience in finance, accounting, consulting, or transaction advisory services • Bachelor’s degree in Finance, Business, Engineering, Accounting, or a related field • Strong understanding of financial statements and accounting principles • Proven leadership experience with executive presence • Ability to manage multiple priorities and communicate effectively across teams • Familiarity with investment metrics (IRR, MOIC, DPI) and fund accounting is a plus