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Strategic Finance Senior Associate - Private Equity
Robert Half
7d
New York, NY, US
477 miles away

Job Type
Full-time
Job Description
Description Robert Half Financial Services are hiring for a Strategic Finance Senior Associate to join a global Private Equity firm in midtown Manhattan, New York. The ideal candidate will play a pivotal role in driving financial insights, optimizing processes, and contributing to strategic initiatives across portfolio companies. This is an exciting opportunity to work collaboratively with senior executives and portfolio management teams while leveraging your expertise in finance and strategy. Responsibilities: - Collaborate with portfolio companies to gather timely financial reports and operational key performance indicators (KPIs). - Analyze financial and operational data to identify trends, anomalies, and opportunities for improvement, and communicate findings to investment and operating teams. - Partner with technology affiliates to oversee integration processes within portfolio companies. - Support strategic initiatives across portfolio companies, including mergers and acquisitions (M& A), cost-saving measures, financial modeling, and process improvements. - Review vendor spending across portfolio companies to identify inefficiencies and ensure proper authorization of disbursements. - Continuously assess and refine processes, implementing best practices both internally and within portfolio companies. - Evaluate and provide feedback on portfolio company budgets and long-term financial projections. - Educate and mentor portfolio company management teams on effective collaboration with firm leadership and preferred service providers. - Facilitate the onboarding of technology solutions to enhance operational efficiency across portfolio companies. Requirements - At least 4+ years of experience working with or consulting for middle-market private equity firms or their portfolio companies. - Strong expertise in finance, accounting, financial reporting, and financial analysis; restructuring experience is a plus. - Exceptional analytical, organizational, verbal, and written communication skills. - Ability to build trust, credibility, and influence with senior leaders and portfolio company executives. - Advanced proficiency in Microsoft Excel, including hands-on experience with financial modeling, and familiarity with other Microsoft Office tools. - Experience with data analysis tools such as Power BI or Tableau is preferred. - Proven ability to work effectively in a fast-paced, collaborative environment, managing multiple priorities and initiatives. The Strategic Finance Senior Associate role is 5 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience and level, the range is $130-170k base plus 30-40% target bonus. If your profile matches the above criteria, please add me on LinkedIn and email me directly; Trishan Khareghat Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .