Website TechBridgeDev TechBridge Solutions
Building the Future of Finance
Job Description
About the Role
Summit Financial Group seeks a Senior FP&A Analyst to lead budgeting and forecasting for $500M AUM firm. Build complex models in Excel/Power BI, present to C-suite, and optimize ROI across investment portfolios.
Responsibilities
- Prepare quarterly 10-Q filings
- Analyze fund performance vs benchmarks
- Automate financial reporting processes
- Lead M&A due diligence processes
- Mentor 2 junior analysts
- Develop scenario analysis for rate hikes
Requirements
- 5+ years FP&A experience in finance
- MBA or CFA preferred
- Expertise in Power BI/Tableau
- Advanced Excel (VBA/Power Query)
- Knowledge of GAAP/IFRS standards
- Series 63 license within 6 months
Benefits
- $20k signing bonus
- 20% target annual bonus
- Car allowance + gas card
- Executive health screening
- Paid CFA exam fees
- First-class travel for investor meetings
About the Company
$500M private equity firm specializing in mid-market acquisitions. Flat hierarchy with direct partner access. Employees enjoy catered lunches and luxury offsite meetings in Aspen.
Job ID: senior-financial-analyst-(fp&a)-kTMak
