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, inve…
Skills: Financial Reporting, Portfolio Company Management, Due Diligence, Financial Planning And Analysis, Cash Flow Forecasting
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Full-time
bachelor degree
Posted 41d ago
~40 hrs/week
Responsibilities
Oversee financial reporting and operational efficiency for multiple portfolio companies while supporting due diligence and transaction readiness. Collaborate with senior leadership and CFOs to drive financial excellence and align performance with organizational goals.
Requirements
Requires a bachelor's degree in Finance, Business, Engineering, Accounting, or a related field. Candidates must have 6+ years of experience in finance, accounting, consulting, or transaction advisory services.
Full job description
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
Experienced Operators Deploying Capital in the Middle Market
Industry
Venture Capital and Private Equity Principals
Company size
51-200 employees
Founded
2018
Headquarters
Lexington, Kentucky
LinkedIn followers
19,482
We are a private equity firm that invests in North American and European B2B middle-market industrial and specialty distribution businesses. Our differentiator among peers is our status as operators; we're founded and run by people who come from the manufacturing floor and have hands-on experience managing companies that range in size, from the lower middle market to the Fortune 500.
We make control equity investments in fundamentally good businesses and align ourselves with management teams to execute a customized value-creation program that drives equity value back to our investors as well as management.
Investing with integrity is at the core of our beliefs. We aim to create value in everything we do while leaving the world better than we found it.
Offices: 1500 Aristides Blvd, Lexington, Kentucky 40511, US · 10 Crosby St, 4th Floor, New York, 10013, US · Gustav Mahlerplein 57-59, Amsterdam, 1082 HN, NL
Experienced Operators Deploying Capital in the Middle Market
Industry
Venture Capital and Private Equity Principals
Company size
51-200 employees
Founded
2018
Headquarters
Lexington, Kentucky
LinkedIn followers
19,482
We are a private equity firm that invests in North American and European B2B middle-market industrial and specialty distribution businesses. Our differentiator among peers is our status as operators; we're founded and run by people who come from the manufacturing floor and have hands-on experience managing companies that range in size, from the lower middle market to the Fortune 500.
We make control equity investments in fundamentally good businesses and align ourselves with management teams to execute a customized value-creation program that drives equity value back to our investors as well as management.
Investing with integrity is at the core of our beliefs. We aim to create value in everything we do while leaving the world better than we found it.
Offices: 1500 Aristides Blvd, Lexington, Kentucky 40511, US · 10 Crosby St, 4th Floor, New York, 10013, US · Gustav Mahlerplein 57-59, Amsterdam, 1082 HN, NL