Senior Associate, FP&A

Position Summary

We are seeking a highly skilled and detail-oriented Senior Associate to join our FP&A team. The ideal candidate will bring strong financial modeling and analytical expertise, with experience supporting budgeting, forecasting, and executive-level reporting in a complex corporate environment, preferably private equity. This role is critical to delivering accurate, timely, and insightful financial analysis that supports management decision-making and firm-wide planning. Strong analytical judgment and clear verbal communication skills are essential for success in Vista’s fast-paced and growing environment.

This role will be based in our San Francisco office in a hyrbid capacity.

Responsibilities

• Support annual budgeting, quarterly reforecasting, and long-range planning across the Management Company and Value Creation Team
• Build and maintain dynamic, driver-based Excel models supporting P&L forecasting, variance analysis, headcount, vendor and project-based reporting, and scenario analysis
• Partner in the development and refinement of allocation methodologies to improve accuracy and transparency of financial reporting
• Analyze large, complex datasets at both macro and micro levels to generate insights that inform strategic decision-making
• Translate complex financial analyses into clear, polished PowerPoint presentations for senior leadership, ensuring full accuracy, consistency, and reconciliation with underlying Excel models
• Prepare and deliver quarterly financial reporting packages and deep-dive analyses for functional business units (e.g., IT, HR, Legal)
• Act as a subject matter expert and provide ongoing support to leadership team in developing quarterly forecasts and annual budgets
• Partner with Finance Tech team to help build scalable planning and reporting infrastructure across Excel, Sigma, and Power BI
• Improve documentation, model hygiene, version control, and overall FP&A process discipline
• Identify process gaps and propose practical solutions to improve efficiency and data integrity
• Support standardization of FP&A templates, models, and reporting processes
• Partner closely with accounting on actuals, accruals, and amortization mechanics

Qualifications

• Bachelor’s degree or higher in Accounting, Finance, or related field.
• 4–7 years of experience in FP&A, strategic finance, investment banking, private equity, or asset management
• Experience in alternative asset management and management company preferred.
• Demonstrated experience in financial modeling and quantitative analysis
• Strong accounting and analytical skills with advanced proficiency in Excel and financial systems
• Highly detail-oriented, self-motivated, and able to operate effectively in a fast-paced environment
• Strong sense of ownership with the initiative to drive high-quality outcomes
• Excellent interpersonal, written, and verbal communication skills
• Strong problem-solving abilities and analytical judgment
• Collaborative team player with the ability to coordinate across multiple business functions

The annualized base pay range for this role is expected to be between $117,000 - $130,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.

Company Overview

Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.